Track investments in stocks, ETFs, crypto, properties, and more across 40+ currencies. View performance, compare assets, and analyze returns. Set goals, monitor expenses, and receive alerts for market changes.
Manage portfolios across 15 exchanges with automated features. Connect accounts for real-time tracking and analysis. Use demo mode to test strategies without risking funds. Set up alerts and monitor performance metrics.
Track expenses by adding recurring payments manually or linking accounts. View monthly totals, set budget limits, and receive notifications when bills are due. Export spending data and categorize expenses for better financial oversight.
View demat holdings and cumulative holdings. Access detailed and summary ledger entries. Check SLBM open positions and contract notes. Retrieve backoffice reports for registered clients. Submit queries or feedback via email.
Documents to create high-quality PDFs. Perform OCR to extract text. Sign and convert files to PDF. Share via email or cloud services. Includes automatic text recognition and secure privacy features.