No, Import Portfolio only imports existing transactions.
We recommend you stop your external ongoing SIPs and start them with us, or import transactions periodically to update your external investments. To update these external transactions, you can import CAS statements on a periodic basis to keep your portfolio updated.
Will future SIP or Lumpsum transactions get imported automatically? Print
Modified on: Thu, 14 Mar, 2024 at 6:10 PM
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