Hello, I’m utilizing COIN for all MF investments. Just lately, needed to spend money on MF based mostly on sure objectives. And, I wish to monitor my investments towards the set objective, to see my progress on reaching the objective. I attempted utilizing tags from Kite console, but it surely’s not fixing my goal, as I couldn’t monitor it towards my Goal worth, and so forth
Is there any plan to carry this function in COIN? For those who do, will probably be actually useful.
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You need to use console tags for objective tagging. That is one factor that’s on our to-do checklist to introduce one thing like this on Coin, however will take a while. In the meantime, console tags can be useful to you.
Any replace on this @Neelesh @nithin Zerodha ought to actively promote GOAL BASED INVESTING.Coin platform ought to have an choice to create Objective, Allo attaching every funding/folio to the Objective.We should always be capable to view funding in Objective based mostly method.In all probability Create a separate FOLDER for each objective and we will connect items to that.
Hello @Akshay_Mane, that is one thing we’re nonetheless within the ideation section of. We are going to carry one thing out and round it, but it surely may take a while.
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Howdy @Neelesh ,
Hello @Akshay_Mane, that is one thing we’re nonetheless within the ideation section of. We are going to carry one thing out and round it, but it surely may take a while.
Please make some enhancement in Coin App and internet on viewing Mutual-funds holdings.
Objective shall be instantly mapped to Fund or SIP after we take a look at dashboard.
Additionally consider some revolutionary UI examine Kuvera app UI they’ve great objective based mostly grouping and viewing funds after we click on on every objective.
Objective checklist shall even be seen in coin dashboard and the way a lot accrued and the way rather more wanted to attain goal to be seen.
Once we click on a objective it shall present mapped SIPs and funds for a bunch
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Any replace on this new 12 months some revamped UI for coin? Portfolio view and objective based mostly mapping to sip in coin?
