Archive for the “Software” Category

Tuesday, March 22, 2011 Categorized under Software

Free Portfolio management software – Track Portfolio Based on allocation across asset classes & investment goals

Edelweiss Desktop is an application that replicates your Edelweiss.in experience in the offline mode. It allows you to access all the information about your portfolio even when you are not connected to the internet.

In just 16 months, it has been the preferred portfolio tracking tool for over 1.1 Lakh users. Every single day more and more users are discovering the power of the Desktop benefitting from its speedy and user friendly interface to track and monitor their investments. However, over the past months, a lot of the users have overwhelmed us with feedback on improving the product.

The new and improved version of the desktop is now available at the click of a button. Download the Edelweiss research and strategies and read at leisure even when you are offline without any compromise on privacy. This application gives you a faster and richer experience like never before.

Now download the new version of the desktop, where you can not only track your portfolio, take advantage of other features like our smart charting tool, advanced news section, personalized My Page and ability to upload demat accounts held at Non-Edelweiss brokers.
Construct your portfolio or upload an existing one through a single click.
Allocate portfolios as per your investment needs.
For E.g. Retirement Fund, Daughters Wedding, New Car, etc.
Track your portfolio based on allocation across asset classes and investment goals.
The Desktop Tool helps you maintain privacy of data as it resides in your computer.
Analyse and make decisions on your portfolio at leisure

Portfolio Track your portfolio’s performance online or offline at leisure Research
Market intelligence now at your fingertips
Strategies Trade like the experts with our in-house strategy calls
News Get news from your favorate RSS feeds
Charting Tools Technical tools to compare multiple stocks/indices
My Page Account Data, Trading Reports and more
Demat Accounts Upload CSV files of non-Edelweiss demat accounts
2 Way Sync Transfer data to and from your online portfolio New ViewsAnalyze your portfolio in multiple interactive views

To experience the newly launched desktop for yourself, visit www.edelweiss.in/desktop

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Sunday, January 9, 2011 Categorized under Software

Portfolio management : Track your asset allocation

If you are not tracking your portfolio then your portfolio’s asset allocation may have changed a lot over the past year. Their relative mix of assets such as stocks, bonds or real estate has a major influence on the volatility and expected future returns of your portfolio.By keeping a variety of investments, you can minimize the risk, because even a market crash will affect only a portion of your total portfolio. Moreover, by spreading your money over specific asset classes, you are able to increase overall growth in your portfolio protection.

Software resources
There are various software’s out there which can help you in managing your portfolio,i have also reviewed some of them on my blog
like Jstock ,captools, and a list of other portfolio tracker and management software for investors

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