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Client Guide · Guide C05

Track Your Portfolio

Monitor how your investments are performing. See an overview summary, drill into any holding for detailed performance, units, NAV, and past transactions.

Part of the Client Portfolio App feature on Rabbit Invest. See plans →

  1. ·
    Tap 'Track your Portfolio' on the home page.
  2. ·
    View your portfolio summary. Apply smart filters and sort by Overall / SIP / SWP / STP.
  3. ·
    Tap any fund to explore its detailed performance, units, NAV, and history.
  4. ·
    To Redeem — confirm the amount and a notification is sent to your distributor for approval.
  5. ·
    Switch to SIP view to see a summary of all your active SIPs.
  6. ·
    Tap any SIP to explore the fund details.
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