Investment Tracker
Comprehensive portfolio management system to track stocks, mutual funds, bonds, and other investment vehicles with real-time performance monitoring.
Core Modules
Portfolio Management
- • Multi-asset portfolio tracking
- • Real-time value updates
- • Investment categorization
- • Transaction history
Performance Analytics
- • Gain/Loss calculations
- • ROI percentage tracking
- • Historical performance charts
- • Comparative analysis
Asset Allocation
- • Portfolio diversification view
- • Asset class breakdown
- • Risk distribution analysis
- • Rebalancing suggestions
Reports & Documents
- • Investment statements
- • Tax report generation
- • Performance summaries
- • Export to Excel/PDF
Alerts & Notifications
- • Price change alerts
- • Goal achievement notifications
- • Dividend reminders
- • Market news updates
Security & Privacy
- • Bank-level encryption
- • Two-factor authentication
- • Secure data storage
- • Privacy controls
Key Features
Multi-User Support
Support for multiple family members to track individual portfolios with consolidated family view and role-based access control.
Advanced Analytics
Detailed charts and graphs showing portfolio trends, asset allocation, and comparative performance over various time periods.
Responsive Design
Fully responsive interface that works seamlessly on desktop, tablet, and mobile devices for on-the-go portfolio management.
Tax Planning Tools
Generate tax reports, track capital gains, and get insights for tax-efficient investment strategies.
Platform Benefits
For Individual Investors
- • Centralized view of all investments
- • Real-time portfolio valuation
- • Performance tracking and analysis
- • Investment goal monitoring
For Financial Advisors
- • Client portfolio management
- • Performance benchmarking
- • Professional reporting tools
- • Client communication features