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Portfolio Management Software for Indian Stocks, Futures and Options (BSE, NSE, NSE F&O)
Investar as a Portfolio Management Software has the features that suit
your needs based on your experience level, whether you are an Entry-Level Investor who is learning to grow your Portfolio,
a Professional Trader who has been investing for years in the Indian Stocks
, Futures and Options, an Entry-Level Portfolio Manager, or a seasoned Professional
Portfolio Manager managing multiple Portfolios for your clients.See all Portfolio Management Software Features in more detail.
Portfolio with Charts
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Broker Import
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Profit/Loss Analysis
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Technical View
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Portfolio Management
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Portfolio with Charts
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Screenshot Highlights
- Maintain different Accounts for keeping track of accounts with different Brokers.
- Choose a pre-defined View for viewing relevant information about Stocks in
your portfolio.
- Group your Portfolio Stocks by Broker Accounts or Portfolios (A nice way for Portfolio Managers to view and manage Portfolios of multiple clients).
- View the exact Portfolio position on any specific date.
- Show Buy/Sell icon in the Chart to keep track of how the investment is performing.
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Broker Import
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Screenshot Highlights
- Simply Drag Stock & F&O Transactions from Online Brokers’ Websites and Drop them into your Portfolio using Trade Book or Contract Notes.
- View the Trading Diary to view transactions between selected dates with your notes.
- Edit Transactions using the Trading Diary.
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Profit/Loss Analysis
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Screenshot Highlights
- View a Profit/Loss Analysis to quickly estimate your Long-Term and Short-Term Capital Gains.)
- Export them to a nicely formatted CSV file that can be printed using Excel.
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Technical View
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Screenshot Highlights
- Use the Technical View to quickly see the Pivot Levels and Expert Advice and
make quick Buy/Sell Decisions.
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