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Portfolio Tracker
 

Our Portfolio Tracker offers a solution that will help you track your investments in equity, derivatives and mutual funds. No more worries to compute the profit and loss against your holdings.

 

Get realised Gain and Loss Statement:  With Portfolio Tracker you can now get a realised Gain and Loss statement of all your investments in Equity, Mutual Funds and Derivatives. This statement will give you a breakup of long term and short term gains for any date range within the current financial year. This can help you make your tax statements.

  • Compare purchase value and current market value of your investments:  It gives you a clear picture of the price movement of your investments, and enables you to be in a better position to make appropriate decisions of either keeping them or selling them.

 

Summarise your accounts according to instrument type:  Portfolio Tracker allows you to keep a track of all the transactions you have made in Equity, Mutual Funds and Derivatives.

 

View Sector wise asset allocation:  You can get a sector wise allocation of all your investments in Equity and Mutual Funds and also view a Pie Chart showing the exact percentage of the allocation.

 

View your tax statement: You also have access to a statement which saves the trouble of calculating returns on each purchase and sell for computing your tax. You can simply take a print out of this statement and use it for computing your tax.

Would you like someone to call you or meet you and understand your investment needs? Click here

 
 
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