Dion Portfolio TrackerDion Global Solutions
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Related Products
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About
At InvestAlert, we believe in empowering retail investors by making investment tools accessible to everyone, presenting them in a clear, digestible way, and promoting fair access across all areas of society. Our business model contributes to leveling the playing field across all levels of financial experience while responding to calls from regulators to develop lower-cost, automated tools that allow retail investors to understand the risks they are taking and select suitable investments. Our solution combines the highest human expertise with the power of artificial intelligence to provide a comprehensive investment analysis for all market segments. Our vision is to transform retail investment by providing comprehensive, affordable, and reliable investment risk analysis fully tailored to each individual portfolio.
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About
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. Portfolio Tracker consolidates all investments automatically, which enables Investors & their RM to monitor the performance of their investments with just a few clicks across all devices, accessible from anywhere, anytime. Offers intelligent, value-added reports like transaction reports (date, yearly, or industry-wise), annualized returns, etc.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Retail investors in need of a tool that helps protect their investments
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Audience
Financial advisors and end investors requiring a solution to make informed investment decisions
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationInvestAlert
Founded: 2022
United Kingdom
www.investalert.ai
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Company InformationDion Global Solutions
Founded: 1994
India
www.dionglobal.com/portfolio-tracker.html
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Integrations
No info available.
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Integrations
No info available.
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