Investment Tracker
Are You Still Calculating Investment Returns On Excel?
Whether you are
-
Treasury department
-
Family office
-
Any corporate
Our application shall help you calculate Investment return across multi-class investment instruments in just few clicks.
Investment Tracker
Are You Still Calculating Investment Returns On Excel?
Whether you are
-
Treasury department
-
Family office
-
Any corporate
Our application shall help you calculate Investment return across multi-class investment instruments in just few clicks.
Distinctive Features of the Investment Tracker
You can calculate consolidated returns on any and every instrument incl Equity, Derivatives, Alternate assets, Bank FDs, Mutual Fund and even Real estate.
End to end tracking of Investments
Valuation on FIFO and Weighted Average Cost basis therefore no need of manual calculation
Effort-less tracking of different asset classes
Auto determination of Long & Short Term Gains / Tax
Calculation of Mark to Market (MTM) and delta market value
Business benefits of Investment Tracker
Accurate calculation of investment returns along with flexibility to customize the calculation methodology
Generation of various personalized MIS reports
Application also gives effect to corporate actions such as Bonus shares, Split of shares etc.
Proficiency to maintain Multiple Portfolios
Quick and efficient decision making
With these especial features, Investment Tracker offers multiple advantages which shall help you take better informed investment decisions and allow scores of opportunities