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Moneycontrol Portfolio Manager

Brand: e-Eighteen

  • 4.3

  • 6 Ratings

Moneycontrol Portfolio Manager is an Portfolio management software to supervise all your investments in one place. You can keep track of all your gains, dividends, and interest. It shows you a detailed analysis of your gains by dividing them into different categories such as today’s gains, unrealized, and total. Moneycontrol portfolio manager allows users to manage their transactions in several...

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Moneycontrol Portfolio Manager Software Overview

What is Moneycontrol Portfolio Manager?

Moneycontrol Portfolio Manager is an Portfolio management software to supervise all your investments in one place. You can keep track of all your gains, dividends, and interest. It shows you a detailed analysis of your gains by dividing them into different categories such as today’s gains, unrealized, and total.

Moneycontrol portfolio manager allows users to manage their transactions in several ways as well. Manual entry will enable you to make multiple in a single attempt, and it also lets you make broker charges on all entries too. Then there is file upload entry where you can enter all your transaction details from Microsoft excel sheets. Contract note upload entries provide you the ability to upload contract notes from Moneycontrol portfolio manager’s listed broker in PDF format. 

Moneycontrol Portfolio Manager also generates recommendations for investments to its users. The industry experts and trendwatchers provide the recommendations. Moneycontrol portfolio manager also offers alerts on your stocks in real-time. It gives you news updates that will impact your financial status. Moneycontrol Portfolio manager helps you to track, grow, and expand on your investments. 

Features of Moneycontrol Portfolio Manager

Moneycontrol Portfolio Manager provides a lot of features to work on your investments and improvise. Here are a few listed below:

  1. Portfolio Health Check: Compare your portfolio’s performance with other indices for different time frames. Users can also juxtapose individual stocks and mutual funds against benchmark indices. Keep track of all your dividends and manage the history of all the dividends declared by your invested stocks and mutual funds.

  2. Asset Risk: It is a helpful tool for new investors. It provides an estimated account of your financial risk-taking capacity and risk tolerance level. After assessing your risks, Moneycontrol portfolio manager displays an asset allocation for you across different asset classes.

  3. Capital Gains: Get a quick summary of capital gains experienced in the current fiscal and tax status of your investments if diluted today. You can also check for capital gains and tax status for past revenues.

  4. Info & Updates: Get regular financial tips and snapshots of company portfolios. Access the latest quarterly results of stocks in your portfolio along with the growth in sales and net profit. Users are enabled to track their investments in real-time. Moneycontrol portfolio control offers you alerts via mail and SMS on price, volume, block deals, news, views, dividends, and your portfolio net worth.

Price of Moneycontrol Portfolio Manager

Moneycontrol Portfolio Manager is available in three different plans. They are:

1.    Moneycontrol Portfolio Manager 1-month plan for Rs. 99/-
2.    Moneycontrol Portfolio Manager 3-month plan for Rs. 289/-
3.    Moneycontrol Portfolio Manager 1-year plan for Rs. 999/-

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Moneycontrol Portfolio Manager Pricing & Plans

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Moneycontrol Portfolio Manager Features

  • icon_check Newsfeed
    Access real-time financial news, expert market views, and corporate announcements linked to your specific holdings.
  • icon_check HASSLE-FREE
    Simplify wealth tracking with an intuitive interface designed for seamless manual entry or bulk data uploads.
  • icon_check Portfolio Management
    Monitor your total net worth across multiple asset classes including equity, debt, and bullion in one view.
  • icon_check Risk Management
    Evaluate your exposure to market volatility and sector concentration to maintain a balanced investment profile.
  • icon_check Analytics & Reporting
    Generate detailed capital gains statements, historical performance charts, and fiscal year-end tax summaries.
  • icon_check Project Accounting
    Track the cost basis and realized profits for specific investment strategies or long-term financial goals.
  • icon_check Stock Management
    Record buy/sell transactions for NSE and BSE listed shares with automated corporate action adjustments.
  • icon_check Adaptable
    Customize your dashboard to prioritize specific watchlists, indices, or asset categories based on your needs.
  • icon_check Mutual Funds
    Track SIP performance, NAV updates, and folio-wise allocations across various fund houses effortlessly.
  • icon_check Insurance and ULIP Plan
    Consolidate life and health insurance policies alongside ULIP market-linked returns for a complete safety net.
  • icon_check Fixed Deposit
    Monitor maturity dates, interest payout frequencies, and principal amounts for bank and corporate deposits.
  • icon_check Loan Management
    Keep track of outstanding liabilities, EMI schedules, and interest rates for home, car, or personal loans.

Moneycontrol Portfolio Manager Specifications

Supported Platforms
Ubuntu Ubuntu Windows Windows iOS iOS Android Android MacOS MacOS
Devices
Desktop Desktop Mobile Mobile Tablet Tablet iPad iPad
Deployment
Cloud-Based Cloud-Based
Suitable For
All Industries
Business Specific
All Businesses
Business Size
Individual Small Business Startups Medium Business Enterprises SMBs Freelancers
Customer Support
Email Communities Forums
Language
English
Integration
API Integration
Training Resources
Live Online Webinars Documentation Videos
AI Features
AI Integrated
Technology
Next Generation
Compliance Regulation
CCPA

Moneycontrol Portfolio Manager Gallery

Moneycontrol Portfolio Manager-Dashboard
Moneycontrol Portfolio Manager-Portfolio
Moneycontrol Portfolio Manager-Stocks
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Moneycontrol Portfolio Manager Review

4.3

Out of 5

img

Overall Rating

Based on
6 Verified Ratings

Rating Breakdown

  • Features 4.5
  • Value for Money 4.1
  • Ease of Use 4.5
  • Customer Support 4

88% Recommend this Product

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Techjockey Trusted Reviews from Verified Users

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Is Moneycontrol Portfolio Manager available for demo?

Moneycontrol Portfolio Manager is available for demo. You can request a call and our team will get in touch with you at the earliest.

Which mobile platform does Moneycontrol Portfolio Manager support?

Moneycontrol Portfolio Manager works on all platforms. It is available for both android and iPhone.

What are the system requirements for Moneycontrol Portfolio Manager?

Moneycontrol Portfolio Manager is web-based software that works on web browser. There are no specific system requirements for running Moneycontrol Portfolio Manager.

What is the deployment type of Moneycontrol Portfolio Manager?

Moneycontrol Portfolio Manager has a cloud-based deployment.

Is Moneycontrol Portfolio Manager available as one time buy?

No, Moneycontrol Portfolio Manager is available as a monthly, tri-monthly, and yearly subscription-based software.

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.