Monitor and track stock investment with a smart investment management application

• Investment Tracking: Monitor stock and mutual fund performance in real time.
• Custom Reports: Generate reports such as Risk Analysis, Margin Shortfall, Scrip Summary, Client Details, and more.
• In-Depth Summaries: View realized/unrealized profits, BOD/DP holdings, mutual fund reports, and GST invoices.
• Category Dashboards: Explore dedicated dashboards for Mutual Funds, Equity, Cross-sell opportunities, and Market trends.
• Trading Options: Invest in stocks and review trade histories with ease.

With its user-friendly interface and detailed insights, this platform empowers users to make informed investment decisions.

Features

User Features

• A personalized dashboard with summaries and detailed reports.
• Easily monitor the real-time performance of possessed stocks and mutual funds.
• Generate reports such as Risk Analysis, Realized/Unrealized PnL, and more with ease.
• Use options to track equities, market trends, and cross-sell opportunities.
• Buy, sell, and review trade histories easily.
• View performance summaries and detailed holdings like BOD and DP holdings.
• Download GST invoices for investment transactions.
• Stay updated on market changes with real-time data updates.

Admin Features

• Manage user profiles and permissions efficiently.
• Generate and review detailed reports for users and system activities.
• Monitor user portfolios and trading activities holistically.
• Manage Leads for report generation and others.
• Access reports on user activity, investments, and trading patterns.
• Ensure dashboards and reports are updated with real-time market data.
• Configure system settings for dashboards, reports, and trading tools.
• Audit activities and generate logs for compliance.