ACE Investor Portfolio Tracking

Real-Time Performance Tracking

• Continuously updates portfolio value based on live market data.

• Displays profits/losses across individual assets and the entire portfolio.

Diversification Analysis

• Breaks down holdings by asset class (stocks, bonds, ETFs, mutual funds, crypto, etc.).

• Shows allocation percentages, helping reduce risk through diversification.

Custom Alerts and Notifications

• Sends alerts for price changes, market news, dividend announcements, or stop-loss triggers.

Historical Performance Insights

• Tracks portfolio growth over time.

• Compares returns against benchmarks like Nifty, Sensex, or S&P 500.

Tax and Dividend Tracking

• Records dividends received and calculates tax liabilities (short-term vs long-term gains).

• Often includes capital gains reports for tax filing.

Goal-Based Tracking

• Lets investors set financial goals (e.g., retirement, buying a house).

• Tracks progress toward these goals based on portfolio performance.

Multi-Platform Access

• Web and mobile access for seamless tracking.

• Integration with brokerages or trading platforms for direct data imports.

Advanced Analytics and Reports

• Offers metrics like Sharpe ratio, alpha, beta, volatility, etc.

• Generates downloadable reports for analysis or record-keeping.