At Upstox, we value your financial journey and strive to empower you with a comprehensive understanding of your investments. Here's how we make it easier:

Consolidated Portfolio View

Upstox compiles your investments and presents them in a single, easily accessible dashboard. This holistic view allows you to:

• Monitor your holdings.
• Track their performance.
• Make informed investment decisions effortlessly.

Real-Time Updates

Stay up to date with real-time updates on the value of your holdings. This ensures you have the latest information on your investments, enabling you to respond promptly to market changes.

Allocation Analysis

Understand the distribution of your investments across various asset classes, sectors, and industries. This feature helps you:

• Assess your portfolio's diversification.
• Make necessary adjustments to align with your financial goals.

Comparative Analysis

Compare the performance of your investments with other assets or benchmark indices. This helps you evaluate whether your investments are outperforming or underperforming relative to the market.

With these tools, Upstox ensures you have the insights needed to confidently navigate your investment journey. If you have any questions or need further assistance, our support team is always here to help!