A Fully Automated Portfolio Tracking System to Manage Multi Asset-Classes Investments
Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy to use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as Equities, Mutual Funds, FDs, Loans, Real estate, derivatives, borrowings, and commodities etc.
Manage all investments through a single login
Portfolio Tracker consolidates all investments automatically, which enable Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime.
Investment Summary & Analytics Reports
Offers intelligent, value-added reports like transaction reports (date, yearly, or industry wise), annualized returns, capital gains, holding options, currency reports, and charts that enable smarter investment decisions. Financial advisors and investors can also compare their portfolio with different indices to get a view of their diversified investments and risk profiling.
Allows users to keep a tab on the stock prices movements through the watch list tracking option. Users can create multiple watch lists to track the required stocks before making a decision to invest.
Users can export their portfolio details in Microsoft Excel or download the charting images in JPG/PNG/SVG/PDF formats for record-keeping or tax filing.
The Portfolio Tracking System allows users to set custom alerts for their investment portfolios to track critical price movements.
Grow your investments while managing all your investment portfolios in one place with Dion’ Intelligent Portfolio Tracker!
For a copy of our brochure or for more insight into our solution, write to us at firstname.lastname@example.org