Portfolio Tracker

DION Global’s Portfolio Tracker is an online investment management platform designed to help individual investors and financial advisors consolidate, monitor, and analyse investments across multiple asset classes. It provides a centralised dashboard for managing equities, mutual funds, fixed deposits, bonds, derivatives, commodities, loans, real estate, insurance, and foreign exchange investments. Key features include automated investment data feeds, portfolio summaries, transaction reports, annualised return calculations, capital gains analysis, and performance charts. Users can compare portfolio performance against market indices to assess diversification and understand investment performance. The platform also offers stock watchlists for monitoring price movements before making investment decisions, along with custom alerts for important price changes. Users can export portfolio information to Microsoft Excel and download charts in formats such as JPG, PNG, SVG, and PDF for reporting and record-keeping. Equities and mutual funds benefit from automated transaction and market data feeds, while certain asset classes, including real estate, loans, fixed-income investments, and insurance, can be managed through manual data entry. The system supports access across devices, allowing investors and relationship managers to review holdings and performance information conveniently.