A Keen Watch On Your Portfolio
A solution for managing your portfolio investment! Our software empowers you to better manage your portfolio and make more informed to take key decisions at the time of investment. It also integrates market data with news and financial analysis to perform your portfolio analysis, order and trade management. These flexible solutions are proven, reliable and help in analyzing, monitor your hedging strategies, including forwards, options, swaps and commodities are designed for firms of all sizes to increase productivity.
Transactions can be entered manually, imported from an excel format, or retrieved directly from your broker or mutual fund company or NSE or BSE sites. Display graphs/reports on any portfolio individually or group wise.
:: PDF Presentation :: PPT Presentation :: Downlaod Setup :: Check Pricing :: Investor FAQS ::
- Master Informations:- User friendly, designed with ease of use
in mind that once the data has been entered (of Investor, Broker, Script and Depository
Participant, opening balance of Shares and brokers account, etc.) no input of data
is required another time.
- Sales/Purchase of Shares:- Holds your entire share trading information
(Buying, Selling, Splitting, Dividend, Bonus etc), in an easy to follow format.
Monitors your entire stock portfolio's performance and individual share accumulated
(realised) profits / losses. Comprise of calculators to work out the profitability
of various buy/sell scenarios, anticipated profit on specific sales and various
- Brokers Account :- You can manage broker wise transaction details
such as opening balance of broker, purchase/sales transaction, payment, closing
balance. You can get the summary of the transaction done by you from the particular
- Demat Account Details:- Get list of all your investments Demat
Account wise. Also you can get consolidated list of your investments Demat account
wise or vice versa.
- Investments Value:- Keeps you with the present value of your investments
as well as loss or profit on it.
- Reports:- You can view or print different type of reports - Transaction
Report, Broker Ledger, Demat Account Statement, Profit Statement, Capital-Gain Statement,
Portfolio Position Report, Portfolio Valuation Report, Stock Valuation Report, Profit/Loss
- Import/Export Facility in Excel:- You can view or print different
type of reports - Transaction Report, Broker Ledger, Demat Account Statement, Profit
Statement, Capital-Gain Statement, Portfolio Position Report, Portfolio Valuation
Report, Stock Valuation Report, Profit/Loss Report etc.
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Address: G-21, Plot No-32-33, Mahavira Commercial Complex, Jaina Tower, Near Post Office, A-2, Paschim Vihar
Phone No: +91-9871913325, 9555452111