Missing Investments
We only fetch your equity holdings and ETFs, the missing investments may be REITs, INVITs or Mutual Funds, support for which will be added in the future. Please check this page for a list of supported investments.
Missing Recent Transactions
We fetch your data from your depositor which only updates your data once the trade is settled, which typically occurs on T+1 (the day after the trade). For eg. If you buy 1 share of Zomato on Monday, the trade is settled on Tuesday and will be visible on Fold after the refresh on Tuesday evening.
Missing Old Transactions
While your holdings data is up to date, we only receive data of transactions done by you in the last year. Such transactions may be missing on Fold.
Unable to Discover/Link Account
Your Demat account is maintained by your broker with government-owned depositories such as CDSL or NSDL. You may face issues in discovery, linking and fetching data if your demat account is maintained with NSDL, as they are facing technical issues.
Missing Purchase/Sale Price Data
We only receive details of your current holdings and the number of shares purchased/sold. We will add support for purchase price/sale price, once we start receiving the data.