Investment Analytics & Market Intelligence Dashboards
Our Service
What We Do ?
We help HNIs, family offices, and investors get a consolidated and analytical view of their portfolios – across brokers, asset classes, and investment styles.
Whether you’re tracking long-term equity, F&O positions, or need insights across multiple demat accounts, we build dashboards that make investment decisions faster, smarter, and better informed.
From valuation-based stock selection to real-time trading signal scanners – our tools are fully customized to your investment style.
Includes
Portfolio Tracking Dashboards (Investor-wise / Sector-wise / Date-wise)
Realized & Unrealized Gains Reports (Weighted Cost or FIFO)
Multi-Broker Consolidated Holdings & Returns
Fundamental Stock Screening & Valuation Models
Technical Signal Scanners for Preferred Stock Lists
Options & Derivatives Monitoring (Price, Volume, OI, Greeks)
Our Detailed Services & Deliverables
Portfolio Dashboards
- Consolidated holdings by investor, sector, or scrip
- Merge data from multiple brokers or demat accounts
- Slice across dates, weights, P&L, and capital allocation
Gain/Loss Reporting
- Realized vs. Unrealized Gain Reports
- FIFO or Weighted Average Cost basis
- Period-wise, scrip-wise, and investor-wise breakdowns
- Ideal for exit planning and tax optimization
Broker Consolidation Dashboards
- Combine holdings across brokers and family members
- Compare returns, charges, and exposure by platform
- View entire family’s net position in one place
Fundamental Stock Screening
- Filter your watchlist using key metrics: ROCE, PE, PEG, EPS growth, Debt/Equity, etc.
- Apply your logic for valuation rankings and opportunity scoring
- Visual insights on sector valuation and performance
Technical Signal Dashboards
- RSI, MACD, Bollinger Bands, Volume Breakouts
- Custom scanners based on preferred entry/exit rules
- Alerts for setups like bullish divergence, price-volume action, etc.
- Ideal for positional and swing traders
F&O & Options Analytics
- Monitor Futures & Options positions
- Visualize price, IV, OI, Volume, Delta, Gamma, Vega
- Detect unusual activity and directional bias in key stocks
- Helps traders spot accumulation, breakout, or reversal setups
How it Helps
- Gives a complete 360° view of your portfolio in one place
- Helps investors take smarter, faster action across scrips and brokers
- Saves time - no more logging into 5 different platforms
- Provides tax clarity - realized vs unrealized breakdown
- Enables conviction investing with fundamental metrics
- Improves entry/exit strategy through technical alerts
- Monitors risk exposure across instruments, strategies, or family members
- Empowers DIY investors to use pro-level insights without paying for platforms
- Built once — usable for years. No recurring charges or platform lock-ins
- Automates trader checklists and watchlist scans
Real-World Impact
- HNIs reduced weekly portfolio review time from 3 hours to 15 minutes
- Traders identified faster entries with customized scanners
- Family offices consolidated 5+ accounts into one tracking tool
- Exit planning improved with real-time tax-adjusted gain tracking
- Complete replacement of expensive third-party portfolio platforms
Pricing Plan
One-Time Custom Dashboards
₨
50,000
Starting Pricing
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Includes full design, logic setup, and training
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Lifetime usage rights — no recurring subscription or platform charges
Want to manage your portfolio smarter and more confidently? Let’s build your dashboard.
- 232, Ultima Business Center, Gangadham Shatrunjay Road, Next to Salve Garden, Pune 411048, Maharashtra, India