# Dashboard

Once you log in to MyGeojit, you will by default land on the '**Dashboard**' page of the app. Here,

* Your name will be displayed at the top
* Your **Total Networth** and **Net worth** with Geojit will be displayed separately.
* **Networth** and **total investment,** including **assets and loans.**
* Scroll down to see your **Investment Summary**.
* Your **DP Holdings**, **Mutual fund holdings**, **Smartfolio holdings**, **MTF**, **PMS details** and **Family Holdings Summary** will be shown on this page.

#### This Section Contains : <a href="#this-section-contains" id="this-section-contains"></a>

* [What are the 'Networth' figures ?](#what-are-the-networth-figures)
* [How do I View My DP Holdings ?](#how-to-view-my-dp-holdings)
* [How do I view my mutual fund holdings?](#how-to-view-my-mutual-fund-holdings)
* [How do I view my Smartfolios basket details ?](#how-do-i-view-my-smartfolios-holdings)
* [How do I view my MTF details ?](#how-do-i-view-my-mtf-details)
* [How do I view my PMS Holding ?](#how-do-i-view-my-pms-holdings)
* [How do I view my deposits?](#how-do-i-view-my-deposits)
* [How do I view my Property details ?](#how-do-i-view-my-property-details)
* [How do I view my details of my precious metal holdings ?](#how-do-i-view-the-details-of-my-precious-metal-holdings)
* [How do I view the details of my loan?](#how-do-i-view-the-details-of-my-loan)
* [How do I view the details of my insurance?](#how-do-i-view-the-details-of-my-insurance)
* [How do I view the details about the vehicles I own ?](#how-do-i-view-the-details-about-the-vehicles-i-own)

#### What are the Networth figures ? <a href="#what-are-the-networth-figures" id="what-are-the-networth-figures"></a>

Networth is the value of all assets minus the total of all liabilities. Your total net worth is what is owned, minus what is owed.

* Shares that remain in the DP but are flagged as *Early Pay‑in* are included in this section.
* Any funds yet to be credited are excluded from the cash balance.

$$
Networth(as−on−date)=Holdings+Cashbalance+assets−Loans
$$

> Please Note : Pending settlement value **will not** reflect in DP Holdings or Networth with Geojit.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fm4HwXyMTbHySlZAZoHov%2Fdashboard%201%20(1).jpg?alt=media&#x26;token=5b44631b-5b20-4877-aceb-2ff5f3e65377" alt=""><figcaption></figcaption></figure></div>

* On the 'Dashboard' page, find '**My Net Worth.**'.
* Click on '**Details**.'
* Your net worth will be displayed.
* Your Networth breakup details include : Equity holdings, Gold bonds, ETFs, mutual funds, debentures, property, precious metals, vehicles, and deposits. These fields will be displayed only if you have entered holdings in each category.
* The sum total of your investment can also be seen.
* Just below the total investment, you can find the details of your liabilities or loans.
* The 'My Networth' field indicates the amount you get after deducting the loan amount from your total investment.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FMShYrp9D573O4p9ReQec%2Finvestment%20summary.jpg?alt=media&#x26;token=f108330c-5387-4063-a1db-f78c3c4dd907" alt=""><figcaption></figcaption></figure></div>

#### How to View My DP Holdings ? <a href="#how-to-view-my-dp-holdings" id="how-to-view-my-dp-holdings"></a>

Your DP Holdings is the total of '**all your investments'—equity holdings**, **bonds**, **ETFs**, mutual funds, and other holdings.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Flyl8uW73E5PkDUp90SrV%2FDP%20holdings.jpg?alt=media&#x26;token=aa44482e-ea37-4738-b8ed-486a1de1f998" alt=""><figcaption></figcaption></figure></div>

* **Log in** to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find the '**DP Holdings**' section.
* Here, your **net value will be displayed,** and the **holdings breakdown—equity, bonds, MF, ETF,** and **others—will** be displayed.
* **Click** on '**View Details**' to know the detailed summary.
* You will land on the '**DP Holding**' page.
* **Choose segment, DP,** and **date**.
* Tap on **Submit**.
* All your holdings as per your preference will be listed.
* You can **download** this report by clicking on the **'download button**' given towards the **right side**.

> DP Holding is displayed only for those whose DP is in Geojit. But the DP holding data is available in the [*reports page*](https://usermanuals.geojit.com/mygeojit-mobile/reports/holdings#how-to-download-dp-holding-statement).&#x20;

#### How to View My Mutual Fund Holdings ? <a href="#how-to-view-my-mutual-fund-holdings" id="how-to-view-my-mutual-fund-holdings"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FaTJZ9BxF0j4Ui4QVRmBQ%2Fmutual%20fund.jpg?alt=media&#x26;token=684ceb0d-abb0-4067-a17f-1dc5e8557f14" alt=""><figcaption></figcaption></figure></div>

* **Log in** to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* **Scroll down** to find the '**Mutual Fund**' section.
* Your **net value** will be displayed along with the breakdown.
* Click on '**View Details.'**
* Choose the **account ID** and **date**.
* Tap 'Submit.'
* All your holdings as per your preference will be listed.
* You can **download this report** by clicking on the '**download button'** given towards the right side.

#### How do I view my Smartfolios holdings ? <a href="#how-do-i-view-my-smartfolios-holdings" id="how-do-i-view-my-smartfolios-holdings"></a>

* **Log in** to 'My Geojit.'
* You will land on the '**Dashboard**' page.
* Scroll down to find 'Smartfolios.'
* Your net asset value will be displayed.
* If you click on '**View Details,'** you will be **redirected** to **the Smartfolios website**.

#### How do I view my MTF details ? <a href="#how-do-i-view-my-mtf-details" id="how-do-i-view-my-mtf-details"></a>

* Log in to '**My Geojit**'.
* You will land on the '**Dashboard**' page.
* Scroll down to find '**MTF**'.
* Both **MTF Loan** and **MTF Holding** will be displayed both in **numbers** and in **pie chart**.
* Click on '**View Details**'.
* You will be redirected to the **MTF Summary page** of the products tab.
* Your **MTF Summary** will be displayed.
* Unaccounted MTF Interest represents daily interest for the month that has't been debited to your normal ledger.
* At month-end, the accumulated Unaccounted MTF Interest is debited to your normal ledger account.

#### How do I view my PMS holdings? <a href="#how-do-i-view-my-pms-holdings" id="how-do-i-view-my-pms-holdings"></a>

Your PMS holdings will be displayed on the Dashboard page of MyGeojit.

* **Login** to **MyGeojit**
* **Scroll down** to find **PMS**.
* Your **total net asset value will be displayed**, along with the breakdown—**PMS Holding Value** and **PMS Cash**.
* Click on '**View Details**' to know the detailed summary of the holdings. You will be **navigated to** the **PMS section** of the **Products page**.

#### How do I view my deposits? <a href="#how-do-i-view-my-deposits" id="how-do-i-view-my-deposits"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FDgdUgfUTiL9zvoz2NA3v%2Fdeposits.jpg?alt=media&#x26;token=793aa143-41f5-434a-9c19-85a0a17e9723" alt=""><figcaption></figcaption></figure></div>

* Log in to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find **'Deposits. ' Click on the 'Add' button.**
* You will be navigated to the '**Deposits**' page of the '**Other Assets'** section under the '**Products**' tab.
* You can add your savings, fixed deposits, and other bank deposits under this section.

#### How do I view my property details? <a href="#how-do-i-view-my-property-details" id="how-do-i-view-my-property-details"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F4sOjTaV8DoXJbO2AFzfe%2Fproperty.jpg?alt=media&#x26;token=a195d932-1e37-4c72-a449-027b8203795f" alt=""><figcaption></figcaption></figure></div>

* Log in to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find **'Property. ' Click on the 'Add' button.**
* You will be navigated to the '**Property**' page of the '**Other Assets'** section under the '**Products**' tab.

#### How do I view the details of my precious metal holdings? <a href="#how-do-i-view-the-details-of-my-precious-metal-holdings" id="how-do-i-view-the-details-of-my-precious-metal-holdings"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FtBacFEUvgga3p5DYFJKD%2Fprecious%20metal.jpg?alt=media&#x26;token=d744820e-f328-46c3-a0e0-3712b5693030" alt=""><figcaption></figcaption></figure></div>

* Log in to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find **'Precious Metals.' Click on the 'Add' button.**
* You will be navigated to the '**Precious Metals**' page of the '**Other Assets'** section under the '**Products**' tab.

#### How do I view the details of my loan? <a href="#how-do-i-view-the-details-of-my-loan" id="how-do-i-view-the-details-of-my-loan"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FAMAEnSg9ZBGX9u8MLQBX%2Floan.jpg?alt=media&#x26;token=583f4346-35a0-4f32-a1d5-25baee1e4a3d" alt=""><figcaption></figcaption></figure></div>

* Log in to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find **'Loan.' Click on the 'Add' button.**
* You will be navigated to the '**Loan**' page of the '**Products**' tab.

#### How do I view the details of my insurance? <a href="#how-do-i-view-the-details-of-my-insurance" id="how-do-i-view-the-details-of-my-insurance"></a>

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FAxKpCHmNECnXC86B46N0%2Finsurance.jpg?alt=media&#x26;token=ce3c40a8-09fd-4102-8ec8-2cde5745c5f2" alt=""><figcaption></figcaption></figure></div>

* Log in to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find **'Insurance.' Click on the 'Add' button.**
* You will be navigated to the '[**Insurance**](https://usermanuals.geojit.com/mygeojit-mobile/products/insurance)' page of the '**Products**' tab.
* There you can add the details of your life/health/general insurances.

#### How do I view the details about the vehicles I own? <a href="#how-do-i-view-the-details-about-the-vehicles-i-own" id="how-do-i-view-the-details-about-the-vehicles-i-own"></a>

* Log in to '**My Geojit.'**
* You will land on the '**Dashboard**' page.
* Scroll down to find **'Vehicles. 'Click on the 'Add' button.**
* You will be navigated to the '**Vehicles**' page of the '**Other Assets'** section under the '**Products**' tab.

<div align="left"><figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FQKpUK1WIecyfFBEXsxGX%2Fvehicle%201.jpg?alt=media&#x26;token=f48a7a60-99ff-4e71-86c7-b33de2585166" alt=""><figcaption></figcaption></figure></div>