Cost Basis TrackingĬost basis information lets you know how much you paid for your investments. You can track relevant data for individual securities and your portfolio, such as dividend, yield, forward dividend, forward yield, payout ratio, YOC, and income received. StockMarketEye provides a number of specialized columns to help you better analyse and plan out your dividend portfolio. Get the complete picture of how much income is generated by your portfolio and track the yield of individual investments so you can plan for the future. Historical performance reports also use historical Forex rates so you get performance numbers that include currency rate changes. The current exchange rates are applied to your foreign holdings, letting you see the value of the holdings in both your currency and the foreign currency. You can track holdings from around the world and include foreign stocks in your portfolios. StockMarketEye has powerful multi-currency support. Whether you're tracking your actual brokerage accounts, or just running just-for-fun simulations, StockMarketEye has the features you need to help you get the right information.
Portfolio, you get a powerful way of breaking down and analysing asset allocation. Investment categories help you manage the individual holdings of your portfolio.Ĭategories group individual holdings together, giving you separate totals for the holdings contained in theĪs categories can be used within normal, individual portfolios, as well as within a portfolio group's virtual Run reports over the combined holdings, as well as view a virtual portfolio of all their holdings together.Ī portfolio group can even contain other portfolio groups, allowing you to setup a hierarchy of groups to see totals at different levels.Ībout using Portfolio Groups in our User's Portfolio Groups let you consolidate information on multiple portfolios. Or test different investment scenarios with virtualĬategories, you can group individual portfolios together as well as and categorize your investments within a portfolio. Up-to-date information about your net worth and performance. Track your actual investment accounts to get
StockMarketEye lets you track an unlimited number of portfolios. You'll be better able to see the big picture and take control of your investment If you are considering opening a demat account online, then Upstox is just the right place for you.ĭisclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing.Review all your holdings together in one spot and gain a better picture Available on both the web and mobile, it offers unmatched convenience to traders. | The cost-effective brokerage plans make Upstox a trustworthy and reliable online stockbroker. The brand name Upstox and logo are the registered trademarks of RKSV Securities India Pvt. | Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID.īenefits: Effective Communication, Speedy redressal of the grievances. For any complaints, email at and | Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. | Correspondence Address: RKSV/Upstox, 30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (W), Mumbai, Maharashtra 400013. Email: | Registered Address: 807, New Delhi House Barakhamba Road, Connaught Place, New Delhi- 110001.
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