VistaWealth

VistaWealth is an application that provides users with a comprehensive view of their investment portfolio. It offers various key features that allow users to track and manage their investments effectively. One of the main features of VistaWealth is the Family Portfolio, which allows users to view their entire family's investment portfolio in one place. This feature is especially useful for families who have multiple investments and want to keep track of them in a convenient manner.

Another important feature of VistaWealth is the Applicant Portfolio, which allows users to view their investments based on the applicant. This feature is particularly useful for individuals who have investments in different schemes and want to track them separately. Users can also view the details of their net worth and its composition through the Asset Allocation feature. This provides users with a clear understanding of their overall financial standing.

VistaWealth also offers features such as Sector Allocation, which allows users to see the allocation of their investments across different sectors. This can help users make informed decisions about their investments and diversify their portfolio. The Scheme Allocation feature provides users with information about their exposure in different schemes and their current value.

Users can also track their last 10 transactions through the Last Transaction feature, which helps them keep a record of their recent investment activities. The One Day Change feature allows users to see how their schemes performed in the previous day, giving them an idea of their investment's performance. Additionally, users can track the latest NAV for any schemes through the Latest NAV feature.

VistaWealth also offers a Scheme Performance feature, which allows users to see the top-performing schemes based on returns. This can help users make informed decisions about their investments and choose the best-performing schemes. The By Folio feature allows users to view their scheme and folio-wise balance units and current values, providing them with a detailed breakdown of their investments.

Lastly, VistaWealth offers various financial calculators through its Tools feature, which can help users with their financial planning and decision-making. To access the portfolio in this app, users must have an Online Portfolio Viewer Account provided by Vista Wealth Pvt. Ltd. Users can request an account by emailing [email protected]. With its user-friendly interface and comprehensive features, VistaWealth is a valuable tool for managing and tracking investments.