Investor - A Keen Watch on Your Portfolio

Investor

A solution for managing your portfolio investment! Our software empowers you to better manage your portfolio and makes more informed to take key decisions at the time of investment. It also integrates market data with news and financial analysis to perform your portfolio analysis, order and trade management. These flexible solutions are proven, reliable and help in analyzing, monitor your hedging strategies, including forwards, options, swaps and commodities are designed for firms of all sizes to increase productivity.

Transactions can be entered manually, imported from an excel format, or retrieved directly from your broker or mutual fund company, NSE or BSE sites. Display graphs/reports on any portfolio individually or group wise.

Installation` 2000 * Updation ` 1000 *
Free Demo of Gen Investor Software
Free Demo of Gen Investor Software in Hindi

Features of Gen Investor Software

  • Master Informations:- User friendly, designed with ease of use in mind that once the data has been entered (of the Investor, Broker, Script and Depository Participant, opening balance of Shares and brokers account, etc.) no input of data is required another time.
  • Sales/Purchase of Shares:- Holds your entire share trading information (Buying, Selling, Splitting, Dividend, Bonus etc), in an easy to follow format. It monitors your entire stock portfolio's performance and individual share accumulated (realized) profits / losses. The software also comprises of calculators to work out the profitability of various buy/sell scenarios, anticipated profit on specific sales and various share.
  • Brokers Account :- You can manage broker wise transaction details such as opening balance of broker, purchase/sales transaction, payment, closing balance. You can get the summary of the transaction done by you from the particular broker.
  • Demat Account Details:- Get the list of all your investments as per Demat Account. You can also get the consolidated list of your investments Demat account wise or vice versa.
  • Investments Value:- Keeps you aware with the present value of your investments as well as loss or profit on it.
  • Reports:- It allows you to view or print different type of reports - Transaction Report, Broker Ledger, Demat Account Statement, Profit Statement, Capital-Gain Statement, Portfolio Position Report, Portfolio Valuation Report, Stock Valuation Report, Profit/Loss Report etc.
  • Import/Export Facility in Excel:- This facility allows you to view or print different types of reports - Transaction Report, Broker Ledger, Demat Account Statement, Profit Statement, Capital-Gain Statement, Portfolio Position Report, Portfolio Valuation Report, Stock Valuation Report, Profit/Loss Report etc.