Portfolio Manager is a Dashboard to manage all your positions and to gain analytical insights on all key performance indicators of your portfolio. Portfolio Manager can handle Stocks, Futures, Options, Commodities and Forex and give your performance by Instrument Type/Period/Settlement drilled down to individual instrument. Portfolio Manager can read your contract notes and update your portfolio automatically.
- Has the ability to read the contract note of the broker and automatically populates all the trades within the portfolio.
- It tracks the capital allocated for every scrip, risk on every scrip, MTM, Expectancy of the trade, holding period, risk parameters, quantity, equity curve, etc., to name a few.
- It tracks all the math metrics behind every trade and for the entire portfolio.
- It contains all the risk parameters and alerts based on which the user can act upon.
- Easy to use user interface.