The Portfolio Tracker is a web-based tool that allows users to track their fixed-income / tenure and non-fixed income / tenure investments and to key in details of investment instruments like

• Bank FDs
• Company FDs
• Stocks
• Mutual Funds Schemes
• Bonds, RBI Bonds,
• GoI Post Office Savings,
• Insurance
• Bullion
• Real Estate
• F&O

Users can create multiple portfolios by single registration and add / delete instruments in a portfolio. The tracker is in a form of virtual buys and sells whose portfolio worth and returns are based on current market situations by our Stock price, Latest NAV, & Bullion prices.

Features

• Create and Manage multiple independent Portfolios
• Get a Unified view of the portfolios
• Switch between portfolios with ease
• Organised Menu helps in accessing important functions
• Maintain portfolio for Multi Assets like Stocks, MF,Commodity,F&O,ULIPS,Insurance,Real Estate, Bullions, Foreign currency
• Create Watchlists

Other Key Features

• Automatic Adjustments for face value and quantities
• Short Term and Long Term Profit Statements booked on each scrip
• Price Movements in scrips in your portfolio, You get the Average Purchase price and the % appreciation over the current price. You can also see the variation in the price of the scrip over one week, one month, one year as also the 52 WH/L