Portfolio Tracker

PORTFOLIO TRACKER

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Dion is a fully automated, easy-to-use portfolio tracking system to manage multi asset-class investments. Keeping track of multiple investments’ performance and consolidate all the investments in a single location for quick and easy access is a huge time-consuming hassle. Dion’s intelligent Portfolio Tracker is designed to help investors manage their investments across multiple asset classes with a simple and easy to use online platform. Thousands of investors and financial advisors in India now use Dion’s Portfolio Tracking and Reporting tools to manage and analyze their investment portfolios across different asset classes, such as Equities, Mutual Funds, FDs, Loans, Real estate, derivatives, borrowings, and commodities etc.
Dion Global Solutions
1994
India
1 Industry
1 Language

Screenshot & Video

1/2

LICENSING & DEPLOYMENT

  • Open Source
  • Cloud Hosted
  • Windows
  • Mac
  • Linux

SUPPORT

  • Email
  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs

Portfolio Tracker Core Features

Stock Portfolio Management

  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Stock Alerts
  • Tax Management
  • Technical Analysis
  • Watchlists

Financial Planning

  • Budgeting & Forecasting
  • Expenditure Tracking
  • Financial Reporting
  • Investment Management
  • Revenue Recognition
  • Risk Management

Portfolio Tracker Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • INR (₹)

Free Version

  • No

Payment Frequency

  • Quote Based

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