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?
Hey @dabance_D,
XIRR for holdings is currently in active development and is part of our roadmap. Stay tuned for its release soon!
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:
- Switch to the “Investor mode.”
- Go to the Home tab.
- Tap on the Wealth Score (green panel at the top of the screen).
- Select “Tracking Portfolio Progress.”
- View “You vs Benchmark.”
Hope this helps!
Feel free to reach out if you need any further assistance.