Investar is a Portfolio Management Software that offers wide range of benefits for anyone who likes to invest in Indian Stock Market including Portfolio Managers, Broker, Chartered Accountant, Technical Analyst, Short-Term/Long-Term Trader, Day Trader, student, and any other individual Investor.
· Traders can get new Stock Ideas daily and analyze the fundamentals for selecting the stocks for investing.
· Traders can make correct decisions about buying or selling by analyzing the Technical aspects.
· Enables the traders to import transactions effortlessly from the broker and continuously track the portfolio.
· Traders can utilise the portfolio technical view for keeping track of the technical pictures of all the Portfolio Holdings.
· Traders can improve his/her buy/sell timings with the help from portfolio Buys/Sells on the Chart.
· Traders can utilize effective Money Management principles by applying Portfolio Alerts and Stop Losses.
Benefits for Technical Analysts
· Enables the technical analysts to utilize 60 Indicator, Candlestick and Fundamental Scans for receiving Stock and F&O Ideas daily for generating Stock Picks for the Clients
· Allows the technical analysts to perform Technical Analysis by utilizing powerful indicators and drawings
· Technical Analysts can also save settings in Chart Templates for using with different stocks
· Analysts can increase efficiency by analyzing numerous charts in less time periods
Benefits for Brokers and Chartered Accountants
· Brokers and Chartered Accountants can update their client Portfolio easily by using ODIN utility
· Brokers and Chartered Accountants can use investor portfolio management software for calculating the F&O Capital Gains, Long-Term, Intraday, and Short-Term gains. These can be sent as an exported file to the clients.
Benefits for Novice Investors
· Beginning investors can check their Stock Picks by using in-built Expert Advisor that acts as a Stock Guru.
· Expert Advisor enables the beginners to learn Technical and Fundamental Analysis
· Expert Advisor allows import transactions effortlessly from broker and regularly monitors the portfolio.
Features of Investar 2.0 Portfolio Management Software
· Number of Portfolios (Addons Available)
· Broker Accounts per Portfolio
· Total Broker Accounts in all Portfolios
· Maintain Trading Diary (with note-taking facility)
· Track Stocks
· Track Futures
· Track Options
· Tradebook Import
· Reliance Money
· Contract Note Import
· Angel Broking
· Balance Equity
· Canara Bank Equities
· DB International
· Five Paise
· IDBI Capital
· Motilal Oswal
· ShreiRam Insight
· Miscellaneous Import
· Import Transactions from CSV files
· Import Transactions from Odin Transaction File
· Portfolio Views
· Holdings View
· Quotes View
· Technicals View
· Fundamentals View
· Capital Gain/Loss Analysis
· Intraday/Short Term/Long Term /F&O Capital Gain/Loss Calculation
· Export Capital Gain/Loss Report to CSV
· View Buy/Sell Transactions on Chart
· Adjust Portfolio for Stock Splits, Dividends
· Buy and Sell a Stock from Chart
· Show Stop Loss Line on Chart
· View Holdings of specific scrip