XIRR for holdings

XIRR for holdings was promised almost a year ago. Competitors have already implemented this feature, which is essential for real investors. Currently, we have to use separate tools/apps to track such information. When can we expect this fundamental feature, instead of hearing “we have forwarded the request to the product team”? Is there a committed timeline?

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Hey @dabance_D,

XIRR for holdings is currently in active development and is part of our roadmap. Stay tuned for its release soon! :slight_smile:

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What is the status of this features. I was tracking since long, Competitors have already implemented this feature. Till when can we have this feature.

Hi @Amal_Sarkar,

XIRR is already available on our app. To find, Login to your app (4.0) > Switch to investor mode: uptx.to/switch > click on Stocks/Mutual Fund > Portfolio. Check the summary of the share/mutual fund & you’ll find the Annualised Rate of Return. Feel free to let us know incase of any queries.

How can I see XIRR of the complete portfolio?

Hi @Anubhav_Singh ,

XIRR is available for complete portfolio in the Wealth Score feature on Upstox’s Investor mode, specifically on the Android app.

To find your overall XIRR, follow these steps:

  1. Switch to the “Investor mode.”
  2. Go to the Home tab.
  3. Tap on the Wealth Score (green panel at the top of the screen).
  4. Select “Tracking Portfolio Progress.”
  5. View “You vs Benchmark.”

Hope this helps!

Feel free to reach out if you need any further assistance.