# 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.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FWpgHzrkdQoo8pNaaBScH%2Fdashboard%20new.PNG?alt=media&#x26;token=1ec478f2-3acb-4858-a62a-5d7062c1421c" alt=""><figcaption></figcaption></figure>

* On the 'Dashboard' page, find '**My Net Worth.**'.
* Click on '**Details**.'
* Your net worth will be displayed.

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FeZfV8YQNHbG9fkWaYMYZ%252Fdashboard%2520details.PNG%3Falt%3Dmedia%26token%3Dbb1205bf-fb46-4749-a5b4-3d7fee07b13e&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=8b99a51f&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FQnzrNPnevsu1MlGZaBi4%2Fimage.png?alt=media&#x26;token=9b4dc57d-c031-4572-be69-e16f2af8a9bb" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FOUp5ZfaQG3U3vMepHrxm%252Fnetworth%2520break%2520up.PNG%3Falt%3Dmedia%26token%3D1b95714b-6944-49c8-8751-2bf67e3d37bb&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=626b990c&#x26;sv=2" alt=""><figcaption></figcaption></figure>

## How to view my DP Holdings

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

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fm6TkKK9UepjYD81eq5SJ%2Fimage.png?alt=media&#x26;token=3adbe4f1-2913-48a8-80e7-9843155f679b" alt=""><figcaption></figcaption></figure>

* **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 in the dashboard is displayed only for those whose DP is in Geojit.

#### 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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2Fh5OVaX045I3lnkIHPNvj%2Fimage.png?alt=media&#x26;token=6030c2de-8bf5-4c05-b675-4bef5b3122bc" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FYssyseGyZ5jBk7BBhVTj%252FMF%2520holdings.png%3Falt%3Dmedia%26token%3Dbb29728e-ba32-4548-ab15-b3ec3de8eaad&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5f28d725&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* **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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F8zigmKniktsPfLd06eHD%2Fimage.png?alt=media&#x26;token=07f1b9cb-d15b-4050-86e0-6eb558903280" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FX4lBQ5CgcHLhWaPkvUyc%252FMTF%2520holding.png%3Falt%3Dmedia%26token%3D89f540ea-cf79-4574-a98f-51cf324db140&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=331aad81&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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 hasn'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 in 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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FDUXtsCDgVnHSH6PFJDI2%2Fimage.png?alt=media&#x26;token=8d60c885-36bc-44ad-a8da-40c75289f464" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252F9QxcUzdes04pcAQMXiSP%252Fdeposits.png%3Falt%3Dmedia%26token%3D1b439544-e4e2-4d20-a5cf-83b6df20147c&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bb1a9931&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FT8PnxXRUCnzeV9x2pNhR%2Fimage.png?alt=media&#x26;token=7d49a4f8-881a-458b-9a7c-7dd34937dee5" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252F9Hs4NKfzcGN8JZsMzcud%252Fproperty.png%3Falt%3Dmedia%26token%3De4f3d759-4a2a-4066-acb5-3e485e7c3e38&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=286037e4&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FmLiPciersQyweBfCaclw%2Fimage.png?alt=media&#x26;token=e67c1056-bb0a-4aff-bf84-ae7077c37cd4" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FOapZRfa1TCTdBCeih5PR%252Fmetals.png%3Falt%3Dmedia%26token%3Db132c4fe-6226-4e15-9763-d749fe0f74ea&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=416f6534&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FCUAnoGxVXxcM1PKKrU7F%2Fimage.png?alt=media&#x26;token=ba0c6a34-502c-404f-a46a-8ba113b4c28c" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FoJp4a057929eBuooGOMW%252Floans.png%3Falt%3Dmedia%26token%3D9d0163c7-4ee1-4813-a2fa-440b3d7d2cba&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5bf6c1e0&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2F0G9qB9YcWrdGOQ4NgTmM%2Fimage.png?alt=media&#x26;token=2c08e95e-41fc-452e-a998-3034c19fb687" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FVNcBSJPY2cSAprfIdW5x%252Finsurance.png%3Falt%3Dmedia%26token%3Dc8946274-cbea-45c4-b562-61b61ca210b0&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c0023458&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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-web/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>

<figure><img src="https://4250648999-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FQUVvHauOEWZZorbZR584%2Fuploads%2FRddXcfbecEvufjiyZrio%2Fimage.png?alt=media&#x26;token=07050c30-591a-4a53-9de7-99309e66d6f9" alt=""><figcaption></figcaption></figure>

<figure><img src="https://mygeojitmanual.geojit.com/~gitbook/image?url=https%3A%2F%2F3651880808-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252Fg3shsZvCatc6JqNF0fPB%252Fuploads%252FVhMQNOucugmpkO4IEnWz%252Fvehicles.png%3Falt%3Dmedia%26token%3D4b590688-1c21-4558-928c-9bd1d70b143f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=badb19a1&#x26;sv=2" alt=""><figcaption></figcaption></figure>

* 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://usermanuals.geojit.com/mygeojit-web/dashboard.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.