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Portfolio

Is there any provision for uploading PDF from CDSL/CAMS or holdings are to be fed individually?
4 CommentsSorted by Oldest First
01.How to upload stocks held with other brokers viz., zerodha & SBI caps? 02. Can MF holdings can also be uploaded/tracked? 03. Is there any provision where PRO members will get updates/sensitive Information in respect of the stocks /MF schems in their portfolio?

Hi Daita,


The answers to your questions in respective order are as follows-


1. Currently only one broker can be connected with one Tickertape account at a time, therefor importing holdings from another broker is not possible at current stage. We are considering this as a feature request and have added this into our feature requests list.

2. As of now only stocks (except BSE only) and smallcases can be imported into Tickertape portfolio, we are working towards adding more options such Mutual funds, BSE only stocks in our future releases.

3. If you mean "Notification Alerts" by this, it's not available currently but it definitely seems like an interesting add-on for us, we have added this into our features requests list where it can be considered for future releases.


Please write to us at support@tickertape.in if you face any issues.


Regards

Great to have your response... Happy to know that you will explore additional features....
Hi DAITA,

Thanks for reaching out to us.

The only way holdings can be fetched currently, is by connecting a broker account on tickertape, Daita. There is no other way where we can individually upload holdings onto the platform. 
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​Hope this helps. 
​
​Regards, 
​Tickertape



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