Portfolio Management

Service Description

Our Access product "Portfolio Management" is designed to make investment portfolio tracking as effortless and accurate as possible. One of the key features of our file is the ability to get valuations on a button click. With our file, you can input all of your investment data, including the quantity, purchase price, and purchase date of each investment. Then, with just one click, you can access real-time valuations on each investment in your portfolio, as well as your overall portfolio value. But that's not all - our file also offers two different valuation methods to choose from: FIFO (First In, First Out) or Weighted Average. This means that you have the flexibility to adopt the method that best suits your investment strategy. Whether you're an experienced investor or just starting out, "Portfolio Management" provides you with the tools you need to efficiently manage your investments and make informed decisions. Say goodbye to manual calculations and hello to effortless portfolio tracking with our Access file. You may have access to the product placed under "Portfolio" tab and experience the forms and Reports that can be customised as per your requirement.

Contact Details

• Sanasi, Chillikunnu Road, Chalad, Kannur, Kerala, India. 670 014

  00919605915153

  kpmsidhique@gmail.com