{"id":29171,"date":"2026-10-28T09:56:53","date_gmt":"2026-10-28T09:56:53","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29171"},"modified":"2026-10-28T09:57:06","modified_gmt":"2026-10-28T09:57:06","slug":"how-can-i-see-my-total-assets-split-between-mutual-fund-stocks-india-and-us-stocks-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-see-my-total-assets-split-between-mutual-fund-stocks-india-and-us-stocks-on-the-partner-portal\/","title":{"rendered":"How can I see my Total Assets split between Mutual Fund, Stocks (India) and US Stocks on the Partner Portal?"},"content":{"rendered":"\n<p>The Total Assets card on your Dashboard shows the total value of your clients&#8217; assets and how it is split across products. Click the card to open your client list with each client&#8217;s assets.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Dashboard &gt; Performance Overview &gt; Total Assets<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>Mutual Fund: value of your clients&#8217; mutual fund holdings.<\/li><li>Stocks (India): value of your clients&#8217; holdings in their Samco demat accounts.<\/li><li>US Stocks: value of your clients&#8217; US stock holdings.<\/li><li>Mutual fund figures come from the registrars on a T+1 basis.<\/li><li>Clicking the card will give you a detailed breakup of your clients assets.<br><\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" src=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-16.png\" alt=\"\" class=\"wp-image-29173\" width=\"633\" height=\"430\" srcset=\"https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-16.png 502w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-16-300x204.png 300w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-16-50x34.png 50w, https:\/\/www.samco.in\/help-support\/wp-content\/uploads\/2026\/10\/image-16-320x217.png 320w\" sizes=\"(max-width: 633px) 100vw, 633px\" \/><\/figure><\/div>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3019],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29171"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29171"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29171\/revisions"}],"predecessor-version":[{"id":29175,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29171\/revisions\/29175"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29171"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29171"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29171"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}