Wealth Tracker

This application offers a convenient and comprehensive platform for investing in various asset classes. With just one account, users can access a wide range of investment options, including equities, mutual funds, and Initial Public Offerings (IPOs). The high-speed trading platform, BlinkTrade, allows for quick and efficient trading of equities and related assets.

One of the key features of this application is the ability to easily build and manage a mutual fund portfolio. Users can seamlessly buy and sell mutual funds, making it easier to diversify their investments and potentially increase their returns. Additionally, the app provides real-time updates on the status of the portfolio and market information, making it easy for users to stay informed and make informed investment decisions.

The app also offers a comprehensive dashboard that presents the asset allocation of investments, allowing users to see how their investments are distributed across different asset classes. This can help users make adjustments to their portfolio to achieve a more balanced and diversified investment strategy.

To track the performance of their investments, users can use the XIRR method at multiple levels and time periods, including portfolio level, financial year to date, quarter to date, month to date, and holding level. This allows for a detailed analysis of the portfolio's performance and helps users make informed decisions about their investments.

In addition to these features, the app also allows users to monitor the performance of their mutual fund holdings at a glance. They can also access a summary of realized and unrealized gains and losses across schemes, asset classes, and the entire portfolio. This provides a comprehensive overview of the performance of their investments and helps users make informed decisions about their portfolio.

Lastly, the app offers the latest market insights, commentary, and news updates to keep users informed about market trends and opportunities. Users can also access their portfolio at various levels, including family, client, and account, making it easier to manage multiple portfolios. With its user-friendly interface and comprehensive features, this application is a valuable tool for investors looking to make the most of their investments.