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1 Family or Individual Account level access
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You could login as head of Family and enjoy multiple viewing options with graphical
view of your portfolio. Viewing options include Asset allocation across family portfolios
and family account wise holdings
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2 Auto Updation
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Transactions done through Anand Rathi on NSE/BSE are updated automatically at the
end of the day in the Portfolio. We also auto update any corporate benefits accruing
on your investments to give you a truly Automated experience.
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3 Manual Entries allowed
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You can add/ edit and delete transactions to correct or build a accurate, single
view of investments.Option to add details for Rights/ Bonus and IPO Allotment for
Equity and SIP/ SWP, etc. for MF.
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4 Tracking of Equity & MF Investments
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Track your investments in Equities and Mutual funds. We will soon be adding other
assets such as Futures & Options, Commodities, Gold, Currency etc.
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5 Multiple Viewing Options of Holdings
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You could view investments through multiple lenses, aiding your investment decisions
by using our viewing filter options.
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6 Transaction History
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Access transaction level information of your investments across date range, with
facility to edit / delete records, giving you the controls to your Portfolio Tracker.
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7 Gains & Losses reporting
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Determine which investments have given what returns, segregated on Realized / Unrealized.
Added feature of booked gains & losses bifurcated into Long Term & Short Term make
handy inputs for filing your Tax returns.
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8 Content Integration
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You can track your investments with the latest prices for BSE (15 min delayed) and
NSE (5 minute delayed) and ascertain your realized and unrealized gain/ loss from
time to time.
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Additionally get access to in-depth information on your investments with Company
Info / Scheme profile along with news options with a click on your holdings.
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