Our SMART FOLIO is a robust tool build on algo trading platform that offer up-to-the-minute information on all your investments in a one-stop place.
A portfolio is a collection of assets owned by an investor and it can include any type of investment securities. Portfolio management is all about selecting the right set of assets, instrument allocation, diversification and strategy management in order to minimize your investment losses and maximize your returns. This is not a one-time action. Factors like matching investments to objectives, asset allocation for individuals and institutions through balancing their risk against performance are to be conducted. Our SMART FOLIO provide you the related models or strategies based on the investor requirements (investment ,risk reward, time frame, sector ,segment) and Portfolio is created once the investor locks the strategies. The status of the selected stocks is received in the form of messages, alerts, push notifications. Beautiful charts and graphs provide you the overall profit/loss information about stocks an investor had selected.