Thanks for providing your inputs to improve the app @Sparsh_Nexus_827 . Our team is working on this and more features to make your US Investing experience even better.
The biometric unlock isn’t happening, it always says too many attempts and the counter doesn’t reset even upon resetting password.
+1 to this. It’s broken for me for a good month or more.
It will be better if u provide long term capital gains and short term capital gains. How many units are ltcg and stcg so that it will be easy if I want to sell without tax implications
Frankly speaking, indmoney has lot of features related to reporting like
1–ltcg,stcg,
2–What happens if I invest 1l in a share. returns for 1y,3y,5y and Comparison with benchmark and nifty50 for 1,3,5years
3-peer comparison
4-federal bank easy fund transfer option
5-no premium plans. Everything is free
6–capital gains sheet is provided yearly for previously and quarterly for current fy
Only thing that stopping people like me to invest through them is they lack sip support from wallet, vests and diy vests features.
So please provide reports in detail .reporting should be improved a lot.
Hi, I have been using Vested for 3-4 years now and will like to see following changes:
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XIRR for each stocks and portfolio- While absolute returns are shown, probably XIRR is more relevant and helpful for investors for both portfolio and individual equities.
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Return against total deposit- During deposit especially in INR there is deduction to convert to USD and further while buying equity there is a small charge. The returns showed are against investment but not against deposit. It will be useful if return against total deposit is shown
Hey @RAJAT_Zenith_685. Apologies for the inconvenience. We made some changes to resolve this for you. Could you please check if the issue continues to persist? Thanks.
@UNITY Apologies for the inconvenience. We made some changes to resolve this for you. Could you please check if the issue continues to persist? Thanks.
Why brokerage charged is not showing in monthly statement as expenses. It should be considered while calculating pnl and also for tax computation
@UDAY_Nexus_24 thank you for the feedback!
- You can navigate to any stock you hold in your portfolio and go to the ‘Position Overview’ dropdown, you can find LTCG/STCG info for each of your purchases in that stock there (added an image below). We need to do a better job making it evident…
- https://vestedfinance.com/calculators/us-stock-return-calculator/ - You can use this calculator to see returns over different time periods in USD and INR. Both S&P 500 and Nifty are available as benchmarks
- If you go to ‘Returns’ or ‘Key Ratios’ for any stock, you will be able to add peers to compare
- Our goal to enable smooth fund transfer is to allow it through your existing bank account rather than opening up a new one. We’re partnering with multiple banks to facilitate this
- Our free plan has everything one might need to get started. Premium is for people who may want better pricing/features
- Agreed. Quarterly would be good to have. Let us look into it
Please let us know if there’s anything else we can improve. Thanks!
Regarding ltcg and stcg,
I had suppose 1000 transactions over 4 years. Will u be able to say how many units of a share is eligible for ltcg or stcg by looking at position breakdown.
Regarding peer comparison,
It will be better if it’s automated by system itself
Regarding premium plan, If harvesting tax module is present in free plan , it will help lot of investors as many people invest for diversification and need modules like this
Regarding fund transfer,
Banks like icici ,even though u added as preferred,still need to enter lot of details during fund transfer. Minimize the things that a investor need to add.
One more point
Why brokerage is not shown as expenses in tax filing documents. Give xls format like one to provide capital gains update latest
It will be good if it can be shown the details like this for all stocks.
Fix basic first… icici bank to fund is still not working… already nudging me to drive away from vested
separate tab to view VEST stocks in portfolio
This is WIP already. Thanks for the feedback!
Please make the overall amount invested and in individual stocks/etf’s visible right on the dashboard.Please make the charts as good as kite-Zerodha’s where we can edit,analyse the charts as per our convenience.Rest all seems perfect to me.
Would like to have option to withdraw funds in international bank as I live outside India
GTT order option would be great by putting the amount and buying/selling price.