Select asset classes
Portfolio Management

Company Announcements

Analyses impact of company’s public announcements on stock held in portfolio.

Portfolio Management

Fund Return Projections

Analyses fund return projections relative to benchmark.

Portfolio Management

Underperforming Fund Alert

Identifies fund underperformance with respect to market.

Portfolio Management

Portfolio impact: up/downgrade

Analyses impact of upgrade or downgrade buy / sell recommendations of any stock in portfolio.

Portfolio Management

Portfolio impact: analyst ratings

Analyses impact of analyst ratings on each stock in portfolio.

Portfolio Management

Manage Portfolio Risk

Identifies stocks which will help reduce the risk in the portfolio without diluting the return profile.

Portfolio Management

Improve Portfolio

Identifies better alternatives to stocks being held in user portfolio.

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