Fold updates the NAV of your mutual fund holdings every night (except on weekends and holidays). However, if you've made a new transaction like a Buy, Sell, or SIP after your last refresh, then you'll need to manually refresh your portfolio to see the latest changes.
You can trigger a refresh manually every 14 days. Fold Plus users can refresh their mutual funds 5 times each month. To upgrade to Fold Plus please follow the instructions in the app or drop an email to upgrade@fold.money.
To refresh -
Go to the Investments tab.
Tap the refresh bar at the bottom (with two dots).
You'll see when the next refresh is available.
If it's active, tap Refresh Mutual Funds Portfolio.
Once refreshed, we’ll fetch the latest data from your linked mutual fund accounts. If you face any issues, you can reach out to us at support@fold.money.