Dion Portfolio Tracker

Dion Portfolio Tracker

Dion Global Solutions
+
+

Related Products

  • eToro
    31,958 Ratings
    Visit Website
  • Sharesight
    566 Ratings
    Visit Website
  • Planview Software Product Delivery
    2 Ratings
    Visit Website
  • Planview Portfolios
    200 Ratings
    Visit Website
  • RetailEdge
    201 Ratings
    Visit Website
  • Capitalcore
    87 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Serviceaide
    244 Ratings
    Visit Website
  • SMS Storetraffic
    125 Ratings
    Visit Website
  • Seertech
    15 Ratings
    Visit Website

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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Retail investors in need of a tool that helps protect their investments

Audience

Financial advisors and end investors requiring a solution to make informed investment decisions

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InvestAlert
Founded: 2022
United Kingdom
www.investalert.ai

Company Information

Dion Global Solutions
Founded: 1994
India
www.dionglobal.com/portfolio-tracker.html

Alternatives

Alternatives

MProfit Advisor

MProfit Advisor

MProfit Software
Atom

Atom

Atom Finance

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim InvestAlert and update features and information
Claim InvestAlert and update features and information
Claim Dion Portfolio Tracker and update features and information
Claim Dion Portfolio Tracker and update features and information