> For the complete documentation index, see [llms.txt](https://usermanuals.geojit.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://usermanuals.geojit.com/mygeojit-web/dashboard.md).

# 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="/files/PPevrVnMC8MthgxDRara" 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="/files/SpaB9qQ1PXOgOaQ8PPI5" 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="/files/hhQU2kSERjezBPCr9cgP" 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="/files/bFJqhK40a7gVgcmmRmnS" 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="/files/1fTgSpXirF5izEdxJOeg" 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="/files/WF26JrL1mJsObwsVHtr2" 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="/files/usmatdiy8ZxpDUsFwK9a" 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="/files/3dOFlDPGzNAVbZMw4TLu" 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="/files/RSlDr29GcvdsIiwsEdXa" 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="/files/pRTnYu5MqknvUimkJr4v" 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="/files/Yavur0EszJbmIYWYHUgH" 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.