Articles in “Portfolio” category
5 articles.
- Why your Zerodha buy average shows N/A or looks wrong
Why the buy average of a holding shows N/A or looks incorrect on Zerodha Console, from pending corporate actions and transferred shares to ESOP and manual-entry …
- Why your mutual fund value differs between the dashboard and the donut on Console
Zerodha Console can show two different mutual fund values, one on the account value dashboard and one on the holdings donut, because the dashboard uses a T-2 …
- How the buy average is calculated on Zerodha Console
How Zerodha Console computes the buy average for your equity holdings using the FIFO method, with a worked example, the trade-to-trade rule and why intraday …
- Account value vs the performance curve on Zerodha Console
Why the account value figure and the portfolio performance curve on Zerodha Console tell you two different things, how the curve is built from a base value …
- How to read PPFCF portfolio-holdings disclosure
Step-by-step guide to interpreting the monthly portfolio-holdings disclosure for Parag Parikh Flexi Cap Fund (PPFCF), covering the SEBI-mandated month-end …