A portfolio is a summary of your investments – where you have put your money, when you have put your money and how much money you have put, in equities – all in one place. As an investor, it is very important to manage your portfolio to ensure that an active summary of your investments is readily available whenever you need it.
While reading the Portfolio Managers, you need some information handily displayed on the Portfolio Management Tool, such as the stocks you have purchased, the average buy price of the stock, the current market price and how much you have gained or lost during the investment period.
In addition to this, the Portfolio Management Tools on MoneyWorks4me.com give you a snapshot of the 10 YEAR X-RAY and FUTURE PROSPECTS in the form of colour codes, which get updated as we update the assessment of the company. So, in one glance you can see the fundamental strength of the companies you have invested in.
Another feature of our Portfolio Managers is that we also show the MRP and Discount Price of each stock in your portfolio, so that you may be able to compare these to your Buy price and the current market price. Remember to always BUY below DP and SELL above MRP
At MoneyWorks4me, we give three portfolio managers, each serving a different purpose, so that you may be able to manage your investments in a simple, clutter-free way.