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Portfolio Manager

Track , monitor and analyze your investment with market direction.

  • Offering Details
  • Benefits
  • How it works?
  • FAQ
  • Screenshot/Videos

Our Portfolio offering provides you

Broad Market Support

Track your investments across broad market investment covering stocks, future, options, commodity and forex. Cover all Indian exchanges from NSE, BSE, NSE FX, NCXDX and MCX.

Near real time portfolio

Intraday view shows the portfolio with last 100 ticks and last 10 minutes to reflect portfolio value as market move in near real time.

Multiple views

Provide exhaustive information in various views that covers intraday, performance, fundamental and technical. Tabbed structure for easier access to various analyses.

Ease of use

Pre-defined watchlist makes setup easier. Intuitive GUI to setup watchlist by search, select and analyze.

Portfolio analysis

Unrealized profit, realized profit, position tracker, capital gain and transaction history screens help you understand your portfolio exposure and profit potential

Cross Application support

Access to trading strategies, ideas, option idea related to symbol available in Moneyguruz community.

Integrated to other offering

Easy option available to create watchlist, conditional order and alert from your portfolio detail screen

Benefits

How it works?

Frequently asked Questions

1. What are the default portfolios that are created?

 

2. Why I cannot rename a portfolio?

We are trying to make maintenance portfolio simpler for you. Symbol selected directly adds to appropiate pre-defined portfolio.

3. Is there a limit to number to symbol to portfolio?

No

Volume alerts trigger intraday once the threshold is crossed.

4 I can't find my symbol, what should I do?

If the symbol you are looking for is not found under search , please drop us a line at feedback@moneyguruz.com

Screenshot/Videos

Screenshots for

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Your feedback and suggestions are welcome. Please email us at sales@moneyguruz.com.

Offering

  • Basic offering
  • Advance offering
  • Premium offering
  • Services

Basic Offering

  • Alert
  • Watchlist
  • Portfolio Manager
  • Screener
  • Market Analysis
  • Technical Analysis
  • Stock Analysis

CONTACT US

US Office:     +1-571-252-7805
India Office:  +91-731-4283434
Email:             sales@moneyguruz.com
customer service software technical support
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