What Is The Difference Between Portfolio Page And Demat Holdings Page

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Portfolio

Demat Holdings

Purpose

You can view the current realised and unrealised P&L and annualised returns of your stocks on portfolio

You can view your current holdings in Demat account

Off-market transactions

Any off-market transfer / credit of shares will have to be manually updated by the customer.

Editing in the total quantity displayed in demat holdings is not allowed

By when the stocks start reflecting on this section

Any new purchase will reflect in portfolio on the next day from morning onwards.

You can see the stocks in Demat holding by evening on T+1 day.

Tracking Long term vs short term

You can determine how much quantity of stock was held for long-term or short-term period.

You cannot determine the period for which the stock was held.

Shares segregation

Pledged shares and free shares are not segregated in portfolio.

Segregation of pledged shares and free shares is shown in Demat Holdings.