14:45 Oct 23, 2014  

Portfolio Tracker

Asset class –
  • Equity
  • Mutual Fund
  • Public Provident Fund
  • Postal Savings Certificates
  • ULIPS
  • Insurance
  • Recurring Deposits etc.
  • NSC, KVP.
  • Bonds
  • Fixed deposits
  • Real Estate etc

Management Transactions - This gives the customers the ability to
  • Add/Edit SIP/SWP transactions (MF)
  • Add/Edit Dividend re-investment/Dividend payout transactions (MF)

Reports – Other than the conventional, you have various report options like
  • Asset Summary (EQ /MF) - Master Portfolio
  • Asset Summary – Asset-wise realized /un-realized valuations
  • Asset Summary – Top 5 Sector Valuations
  • Asset Summary – Periodic Returns
  • Asset Summary – Transaction History
  • Transaction History
 
Taxation – This feature helps you to compute taxation, which is missing in most of the portfolio tracker offered by the competitions.
  • Short Term Capital Gain Tax Computation
  • Long Term Capital Gain Tax Computation (LTCG)
  • Days to LTCG benefit at holding level.

Analytics – This feature helps you to analyse your investments  with Advance Analytics tools like,
  • Sectoral analysis /Category Analysis
  • Peer Comparisons
  • Risk Dispersion across holdings (Stocks & MF)
  • Portfolio Performance – Includes Stock & mutual funds – Weekly/Monthly
  • Portfolio YTD Net Profit Growth Composition etc.

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