External investments

Portfolio import, external tracking, moving to goals

Can I track my external investments through Goalwise?
Yes, you can! You just need to import your portfolio through the External Investments section and then you can track all your investments from your Goalwise...
Wed, 24 Jun, 2020 at 7:42 PM
Why can't I see all my investments after importing my portfolio?
1. The most common reason for not seeing some investments is that the consolidated account statement (CAS) you forwarded to cas@goalwise.com did not have th...
Wed, 24 Jun, 2020 at 10:30 AM
I have some external investments in my Goalwise folios. When will they reflect in my account?
We generally get delayed information from the Mutual Fund companies about external investments and redemptions. You can expect a lag of 3-4 weeks for them t...
Wed, 24 Jun, 2020 at 10:37 AM
How can I import my existing portfolio to Goalwise?
Importing the existing folios is very easy. You can do it in just a few steps. 1. Click on Track External Investments in the left menu. As soon as you c...
Wed, 24 Jun, 2020 at 12:08 PM
If I have a SIP running externally, will each SIP instalment get automatically updated in my external investments?
No, we have no way of getting that information. If you want to updated the new investments, you will have to re-generate the CAS from the external investmen...
Wed, 24 Jun, 2020 at 12:14 PM
Can I move my external SIPs to Goalwise?
No, we have no way of getting that information. SIPs are actually set up with the broker/platform and hence cannot be moved. There is no way for us to know ...
Thu, 25 Jun, 2020 at 7:33 PM