To track your investments in the Behtari app, follow these steps:
STEP 1: Log In to Your Behtari App
Start by logging in to your Behtari app using your credentials.
STEP 2: Navigate to the Portfolio Page
Once logged in, head over to the Portfolio page.
At the top of the Portfolio page, you will see a chart displaying your portfolio's total current value. Your current gain/loss will also be displayed below the current value. You can also track your historical portfolio value by scrolling through the chart. This feature allows you to view the portfolio value and net deposit amount (the sum of your investments and withdrawals) for any selected date.
STEP 3: Access the My Investments Section
Below the chart, you'll find the My Investments section, which provides details about your individual holdings.
Click on the accordion icon ▲to expand and view the details of a specific investment.
STEP 4: View Fund Details
In the expanded Fund Details section, you will see the following information:
a. Net Deposit Amount: The net total of all the investments and withdrawals you have made in a particular fund.
b. Current Value of the Fund: The value of the fund based on the current Net Asset Value (NAV).
c. Units: The number of units you hold in the fund.
d. Risk: The risk level of the fund in which you have invested.
e. NAV (Net Asset Value): The current net asset value of the fund.
f. 1-Year Return: The one-year return of the fund.
g. Change: The difference between the current value and your net deposits.
STEP 5: Withdraw Funds
A Withdraw button is available in the fund details section, allowing you to withdraw funds from any of your investments.
By following these steps, you can easily track and manage your investments within the Behtari app. 📈
🙇🏻 For step by step guide on how to withdraw funds, click on the detailed article below