Portfolio Tracker-Kuber

KubeR is an online facility available for our Clients to track their Portfolio of investments.

1. Family or Individual Account level access

You could login as head of Family and enjoy multiple viewing options with graphical view of your portfolio. Viewing options include Asset allocation across family portfolios and family account wise holdings.

2. Auto Updation

  • Investments and trading positions tracking with the latest price updates from the exchange getting a real time view of unrealized gain/loss during the day.
  • Research Updates on your holdings as per calls given by our advisory team, on a real-time basis

3. Manual Entries

You can add/ edit and delete transactions across all financial products to correct or build an accurate, single view of Net Worth.

4. Tracking of Investments, Trading Positions, Borrowings and Insurance

Track your investments across asset classes you will be able to determine how each of them are performing as the markets move.

5. Multiple Viewing Options

You could view investments through multiple lenses, aiding your investment decisions by using our viewing filter options.

6. Transaction History

Access transaction level information of your investments and trading positions across date range, with facility to edit / delete records, giving you the controls to your Portfolio Tracker KubeR.

7. Gains & Losses reporting

Determine which investments have given what returns, segregated on Realized / Unrealized. Added feature of booked gains & losses bifurcated into Long Term & Short Term make handy inputs for filing your Tax returns.

8. Reporting Tools

Reports are available in pdf/excel and can also be e-mailed upon request. KubeR also has graphical tools to aid you in managing your investments.

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