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Portfolio

Can I connect multiple brokers to my portfolio?

There's a mismatch in the actual holdings and that I see on Univest app. Why?

Why can’t I find the option to link my external demat account anymore?

Why am I unable to refresh my holdings from my broker or see updated portfolio data?

Why should I link my demat account / portfolio with the Univest app?

I can't see my broker as an option to connect? Can I manually upload/ create a list of my holdings

What are near-term and long-term trends?

How can I track my portfolio now that broker linking is not available?

I can see buy-sell-hold options on my portfolio, what does that mean? Should I sell the stocks that show a SELL badge?

I can see buy-sell-hold options on my portfolio, how have they been calculated? Can I trust them

I de-linked my demat account and now I can’t connect it again Why?

What are near-term and long-term trends shown in my portfolio stocks

What are Buy, Sell, Hold expert ratings on Univest app? Why should I trust the expert rating? For how many stocks is this rating available?

Is it safe to link my demat account with Univest? Does Univest share my data with anyone?

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