Portfolio Tracker

📍 India HQFounded 1994

Deployment

WindowsMacLinux

Best for

SmallMedium

Overview

About Portfolio Tracker

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.

At a glance

Software information

Industries served, licensing and the support Portfolio Tracker provides.

Industries

  • Investment-management

Licensing

  • Open Source
  • Quote Based

Support

  • Email
  • Phone

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video Guides
  • Blogs
Languages (1)
English

Capabilities

Portfolio Tracker features

The full feature set, grouped by module.

Stock Portfolio Management Software

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

Financial Planning Software

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

Plans

Portfolio Tracker pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
INR (₹)

Media

Screenshots & video

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