Moneycontrol Portfolio Manager serves as an investment management tool that consolidates various assets in one interface. Users have the capability to monitor their earnings, dividends, and interest, with a breakdown of gains into categories such as daily gains and unrealized profits. The platform supports multiple transaction management methods, including manual entry for bulk transactions, Excel file uploads for detailed transaction records, and PDF uploads of contract notes from supported brokers.
The software also offers investment recommendations curated by industry analysts and real-time alerts regarding stock performance. Users receive timely news that could affect their investments while also having access to features like portfolio health checks, which enable comparisons against market indices and individual stocks. Additionally, it assesses risk tolerance and provides asset allocation suggestions, along with summaries of capital gains and tax implications for investments. Moneycontrol Portfolio Manager is offered in several subscription plans, including monthly, quarterly, and annual options.
