Introducing External Mutual Fund Tracking to Angel One

Product Update
1

External Mutual Funds
Hello Investors,

We are thrilled to announce the launch of a game-changing feature on Mutual Funds Product: External Mutual Fund Tracking. :tada::chart_with_upwards_trend:. Now, you can track your entire mutual fund portfolio from one single platform, making your investment journey even more convenient and efficient.
Here is why this feature is a game-changer:

  1. Streamlined Portfolio Management: No more juggling between multiple platforms or apps to monitor your investments. Angel One now allows you to access and monitor all your mutual fund holdings in one place. This eliminates the hassle of switching between platforms and saves you precious time.
  2. Comprehensive Overview: Gain a holistic view of your investment portfolio. Our External Mutual Fund Tracking feature provides you with a consolidated overview of your holdings, performance, and returns across various mutual funds. This deep dive into your portfolio helps you make informed decisions and spot opportunities for growth.

Excited to use this feature? Hereā€™s how you can access it.

  1. Go to the Mutual Funds section in Angel One App

  2. You can access the feature fromThe home screen of the Mutal Fund section ā€œ External Fundsā€

  3. Investment Dashboard by going to ā€œAllā€ ā†’ ā€œTrack External Investmentsā€

  4. Click on ā€œTrack External Investmentā€

  5. Generate the OTP.

  6. You will receive an OTP from MFCentral

  7. Enter the OTP on the screen and confirm it.

Thatā€™s it. All your external Mutual Funds Investments will sync in 30 sec. You will receive a notification on your Angel One app once your entire mutual fund portfolio is available.

You can view the following:

  • Total invested & Current value across all platform
  • Individual fund holdings and transaction details

Happy Investing :grinning:!
Angel One Team