Your equities portfolio might include any combination of short-term trades, long-term investments, sectoral focus or maybe even the traditional divide by market-cap. Keeping track of all these portfolios or logical segregation can be a challenging, if not a daunting, task.
It’s important to routinely know what’s going on with all your stocks — not just once a year when you look at the portfolio as a whole to file the tax returns.
Use TradeGyani to track your Zerodha and Upstox accounts for free and then track performance and allocation with easy-to-read graphs and charts.
What’s in it for you?
- TradeGyani automatically pulls your trades into a single dashboard to give you a real-time view of every stock you own.
- You’ll get: weekly email summaries of account performance, news that impacts your portfolio, and alerts that focus on your top gainers and losers.
- Track investments by account or individual security.
- Easily measures your portfolio(s) performance against major market indices, so you can see how you’re doing across your stock, portfolio and account positions.
- The Asset Allocation Review uncovers opportunities for diversification. If you work with a personal wealth management advisor, we make it easy to discuss your investment.
- Adjust the watch-lists and get live quotes as you monitor your portfolio’s performance.
- TradeGyani lets you manage multiple stock portfolios — think growth, technology and retirement portfolios — from one dashboard. Colourful charts, graphs and detailed analytics show real-time account values, profit/loss, daily profit/loss, allocation and Gain.
- We use advanced analytics to calculate Gains both at account and individual portfolio levels – leverage this just by adding your account.
TradeGyani will help optimize your portfolio and provide daily monitoring to keep it on track with rebalancing and exit strategies.
If you use a different broker and want to integrate your integrate your account on TG or just want to say hello, give us a shout at – hello@tradegyani.com