Benefits
Spend more time trading and making money rather than entering transactions manually!
Spend just a minute everyday to import your Daily Transactions and keep track of
your Portfolio in Investar. Most of our users tell us that they don’t end up using
the Portfolio Manager because they have to manually enter all transactions!
Usage
ODIN™ USER
Generate ODIN™ transactions file from your ODIN™ Terminal (Tools->Online Backup).
If you are facing problems in generating transactions file from ODIN™ Terminal, check
filters (Tools->Filters). use this utility to generate your transactions
.prt file so that you can easily import it into Investar Portfolio.
Non-ODIN™ USER
Approach your broker to use this utility and provide you your transactions files
in .prt format so that you can easily import it into Investar Portfolio.
Benefits
Increase your clientele by providing easy import of the trades that you execute
for them. Your clients can spend more time in trading and making money rather than
doing manual entry of transactions!
Brokers who provide this service to their clients will be listed on our website
and get access to a growing user base both in India and abroad (We have a lot of
NRI users also among our client base).
Usage
Use the ODIN™ utility and generate account-wise files of your clients' daily transactions
and send it to them, so that your clients can easily import their transactions into
the Investar Portfolio.