Family Portfolio is now LIVE

Hi @Dhanush4777,

The latest update has been rolled out on iOS as well!

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Welcome to the community, @ssolanki!
Minor accounts are high on our roadmap and the team is already shaping the flow. I’d love to chat one-on-one to understand what you’d like to see (investment limits, guardian controls, MF-only mode, etc.). I’ll drop you a DM, let me know if it’s okay to connect. Your insights will help us launch this sooner and better!

Yes today only I got Update Thank you @Khushboo

If clicked on ScanX button, it redirects to ScanX portal; which is okay, but asking for login is something unexpected.
Functionalities should be similar to the tv.dhan. Whenever we navigate from the drop-down (top left chart), it redirects and doesn’t ask for an authentication.

Hope this makes sense. Thanks!

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I am interested in one mode where only mf shows :sweat_smile:

I have added HUF account to the family account, but it’s not visible and shows account is already added on trying to add it again.

Hey @khulsat

Yes, have this feedback and we are looking into the issue, wherein the platform is asking you to login again.

We will get this fixed soon.

Minor accounts should have these features -

  1. Ability to sell IPO allotment shares in pre-open
  2. Demat or SOA mutual funds
  3. Transfer/gift to parent etc.

@Hardik Can you please look into this?

Can we have family portfolio for web as well? @Mohseen_Usmani @Hardik @Khushboo

Hi @specter,

Thank you for this suggestion! We’re currently evaluating this - the current focus is to improve and perfect the experience for all our users on mobile. We’ll keep you posted!

Thanks @anirudha. Getting it to track on web is much easier and we can get a broader view easily. That’s the point. Hope the team will bring it soon.

Have a query related to bank account tracking. Please check DM.