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    What is Portfolio Beta?

    Portfolio Beta is an updated version of Portfolio. The additional features provided in Portfolio Beta are as follows:

    • Corporate actions are automatically updated

    Impact of Corporate actions like Split, Bonus, Merger/De-merger, Rights Issue, etc. are auto-updated in Portfolio Beta.

    • Dividend History can be tracked

    You will be able to track the amount of dividend received since the purchase date of your 1st transaction.

    • Off-market transactions are automatically updated

    Shares which were bought/sold on a different platform which have been transferred to ICICI Direct are off-market transactions. Such transactions will be auto-updated based on the closing price as on transfer date. You can edit the purchase price and date for these transactions

    What are the reasons behind a mismatch in Portfolio and Portfolio Beta? How is Portfolio Beta different from Portfolio? What is the difference between Portfolio Beta and Demat Holdings? What are Holdings, Negative Holdings and Zero Holdings? Why is there a difference in Profit and Loss in my Portfolio and Profit & Loss Statement? How can I download dividend details of the stocks I hold? How can I download a summary of my Portfolio on website? When I go to Portfolio Beta page, the below nudge is displayed: ‘There are stocks in your portfolio for which you can update the purchase details.’ What does it indicate? The below nudge is displayed when I go to Portfolio Beta page: ‘There is a mismatch of quantities in 5 stocks of your portfolio’ Why am I shown this nudge in Portfolio Beta page? What does it indicate? I have bought/sold shares. When will it reflect on the Portfolio page?