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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 in any segment / exchange 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
- Investments and trading positions tracking with the latest price updates from
the exchange getting a real time view of unrealized gain/ loss during the day.
- Research Updates on your holdings as per calls given by our advisory team, on
a real-time basis
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3 Manual Entries
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You can add/ edit and delete transactions across all financial products to correct or build an accurate, single view of Net Worth.
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4 Tracking of Investments, Trading Positions,
Borrowings and Insurance
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Track your investments across asset classes as be able to determine how each of
them are performing as the markets move.
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5 Multiple Viewing Options
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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 and trading positions across date range, with facility to edit / delete records, giving you the controls to your Portfolio Tracker KubeR.
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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 Reporting Tools
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Reports are avaiable in pdf/ excel and can also be e-mailed upon request. The portfolio
tracker also has graphical tools to aid you in managing your investements.
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