Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
Track cryptocurrency prices and receive real-time alerts for market changes. Analyze trades with buy/sell signals based on technical indicators. View detailed trade parameters including entry points, stop loss, and take profit levels.
Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.
