Portfolio Beta

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?

In some cases, the quantity of shares in Portfolio Beta and Demat Holdings may not match. There could be a few reasons for the same.

1. It could be that due to an error, the shares have been updated in Demat Holdings but take around 2 days to reflect in Portfolio Beta. In this case, the nudge is shown. The mismatch will automatically be fixed by the system.

2. In case of shares bought through another broker that have been transferred to your ICICI Direct demat account, the quantity of such shares may not be updated in Portfolio Beta due to technical glitches. The nudge is shown in such case. The mismatch will automatically be fixed by the system.