Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.
by McKinley Carter Wealth Services, Inc★ 5.01 ratingsFinanceFreeData updated 2026-09-06
Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.
Access all accounts from a mobile device. View balances, holdings, and portfolio performance. Retrieve quarterly statements and other account details. Manage investments and track financial progress.
Execute trades with real-time market data and customizable order types. View stock portfolios across multiple markets with performance tracking and asset allocation tools. Set price alerts and monitor holdings for informed investment decisions.
Manage investment accounts by logging in with e-trade credentials. Check balances, transfer funds, and track account positions. Place buy, sell, amend, cancel, or market orders. Monitor portfolio performance and trade anytime.
Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
Invest in schemes by browsing available options and making purchases. View investment details, track portfolio performance, and manage subscriptions. Receive alerts for scheme updates and transaction confirmations.
Track and rankings with real-time data from SEC Edgar. Search for over 10,000 stocks and view historical performance. Analyze financial metrics, compare companies, and set up alerts for price changes. Export data and generate reports.
Invest in direct funds, SIPs, and ELSS. File income tax returns and e-verify. Track investments and view portfolio performance. Set reminders for tax deadlines. Export documents and share links.