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what is the portfolio management system?

history:
in good old days to know the value of a portfolio or to take a hold/sell decision, investors (or investment managers) had to find the current price of every stock in the portfolio, calculate the current market price of every stock, and then make the decision. wonder why they call them the good old days? portfolio blogs alerts feedbacksystem comparison_engine becoming caesar calculators newsletters portfolio advisor aaq scribble zbox bookmarks navigator_detail

concept:
zibika has a unique portfolio management system (pms) which allows you to manage your investments across the board (stocks, mfs, bullion, assets, liability etc) with ease and efficiency. all you have to do is enter the respective stocks, their purchase prices and quantity purchased and you have a screen which displays the value of your portfolio as per the current market prices. yes, our system imports the live stock prices (with a lag of a few minutes) and calculates all the variables and presents your portfolio in an easy format. don't remember the price at which you bought the stock? no problem, just enter the date on which you bought the stock and our system will set the closing price of the stock on that particular date as the purchase price.

future:
you can expect our pms to dynamically change the price within your browser with no time lag. that doesn't mean that we will refresh the browser window every 5 minutes, but the price displayed will change as and when required

 

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