How client can customize the Watchlist?
Click on the Customize Watchlist button after clicking on the three dots on your Watchlist.
After you click on it,
In our pilot version, we have the opportunity to track the following 4 category of insights on your Watchlist:
(By default first 3 will be ticked)
Recommendations
Corporate Events
Margin benefits via BNPL
Holding Quantity
Market Mover ( Not available in the pilot version, will be available soon )
Tick in the tick box on whichever insight you want to track, the dummy card will show you how each card of your Watchlist would look like based on whatever you tick.
Here, you also get the option to re-arrange the order of the indices that you see on your Watchlist.
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How client can change the order of Nifty, Bank Nifty & Sensex on my Watchlist?
Client can click on Customize Watchlist and then scroll down to the section where client can see indices. Here client can use the drag and drop icon to re-arrange the Indices in desired order. Click on Save Changes to save the desired settings.
Can client sort Watchlist 1 Alphabetically and Watchlist 2 Manually?
Yes, different types of Sorting can be applied to different Watchlists as per client convenience. Client can also long press on any stock in the watchlist and it will be redirected to Manual Sort screen.
How client can set any Watchlist as default?
Swipe right and go to the Watchlist client want to set default Click on the three dots and client will get a popup menu Click on the "star" default icon to set it was default
How client can download ledger report?
Client can access ledger report by following these below steps - Through IIFL Mobile App: 1.Login to Mobile app 2.Select My Reports. 3.Select Bills . 4.Select Ledger 5. Client will be able to access ledger report. Client can customize duration for ...
How client can access ledger report?
Client can access ledger report on following below steps - Through IIFL Mobile App: 1.Login to Mobile app 2.Select My Reports. 3.Select Bills . 4.Select Ledger 5.Client will be able to access the ledger report. Clients can customize duration for the ...