Get upto 4%* on our Savings Account Balances with Auro Copy.
More DetailsUpdates:
Dear Customer, We have launched Video KYC facility for New customer to open savings ac
Get upto 4%* on our Savings Account Balances with Auro Copy.
More DetailsDear Customer, We have launched Video KYC facility for New customer to open savings ac
Our comprehensive Portfolio Management & Analytics platform provides you with professional-grade tools to track, analyze, and optimize your trading performance. Get real-time insights into your portfolio health, risk exposure, and profitability across all your trading activities in one centralized dashboard.
Make data-driven decisions with advanced analytics, detailed performance reports, and AI-powered recommendations. Whether managing a single account or multiple portfolios, our platform gives you the clarity and control needed to maximize returns while managing risk effectively.
Everything you need to monitor, analyze, and improve your trading performance in real-time.
Monitor all your positions, balances, and P&L across multiple exchanges and accounts from a single dashboard.
Deep dive into performance metrics with Sharpe ratio, drawdown analysis, win rate, profit factor, and more.
Identify portfolio vulnerabilities with risk heat maps, correlation analysis, and exposure breakdown by asset class.
Automated tax reports with capital gains/losses calculation, transaction history, and export to popular tax software.
Our dashboard provides instant visibility into all aspects of your trading performance:
• Total portfolio value and daily P&L
• Asset allocation pie charts
• Top gaining and losing positions
• Cash vs. invested capital ratio
• Total return (daily, weekly, monthly, yearly)
• Benchmark comparison (vs. S&P 500, BTC)
• Maximum drawdown and recovery time
• Risk-adjusted returns (Sharpe, Sortino ratios)
• Win rate and profit factor
• Average win vs. average loss
• Best and worst trades
• Trade frequency and holding periods
• Value at Risk (VaR) calculation
• Beta and volatility measures
• Correlation matrix across assets
• Leverage and margin utilization
Generate comprehensive reports for analysis, compliance, or sharing with stakeholders:
Daily Performance Summary: Automated daily reports delivered to your email with key metrics and insights.
Monthly Portfolio Review: In-depth monthly analysis with charts, statistics, and AI-generated recommendations.
Tax Documents: Year-end tax reports with Schedule D, Form 8949, and realized gains/losses breakdown.
Trade Journal: Detailed log of every trade with entry/exit prices, reasons, and post-trade analysis.
Custom Reports: Build custom reports with specific metrics, date ranges, and filters for your needs.
Export Options: Download reports in PDF, Excel, or CSV format for further analysis or record keeping.
Manage multiple trading accounts seamlessly from one interface:
Unified View: See all your accounts (personal, retirement, family) in one consolidated dashboard.
Exchange Integration: Connect Binance, Coinbase, Kraken, Interactive Brokers, and 20+ other platforms.
Account Grouping: Organize accounts by strategy, risk profile, or any custom categorization.
Aggregate Reporting: View combined performance across all accounts or drill down into individuals.
Rebalancing Tools: Get alerts when portfolios drift from target allocations with one-click rebalancing.
Family Sharing: Grant view-only access to family members, accountants, or financial advisors.
