Financial Portfolio Management Challenges

Successfully managing a financial portfolio is not without its challenges. Recognizing and addressing these challenges is key to maintaining a well-performing portfolio.

Tracking Multiple Investments Across Different Accounts

Managing investments scattered across various accounts, including mutual funds, shares, commodities, and different Demat accounts, can be complex and time-consuming.

Calculating and Monitoring Portfolio Performance

Accurately calculating profit and loss, tracking portfolio returns, and assessing risk exposure can be difficult without specialized tools.

Making Informed Investment Decisions

Lack of access to real-time data and analysis tools can hinder informed decision-making.

Managing Diverse Investment Types

Tracking and managing investments across different asset classes (mutual funds, shares, commodities) can be complex.

Keeping Records and Documentation Organized

Maintaining accurate records of investment transactions, buy/sell details, and supporting documentation can be cumbersome.

Understanding Complex Financial Concepts

Investors may lack the financial knowledge to interpret data, analyze performance, and make informed decisions.

Mutual Funds

Easily add and manage mutual funds on the platform. Track fund performance using absolute return and unrealized gains/losses. Seamlessly add a history of buying and selling mutual fund units.

EazeMax Software Mutual Funds

Shares

First, add a trading account to maintain your investment portfolio. Users can record the history of buying and selling shares in the software. Track the performance of your investment portfolio using absolute return and unrealized gains/losses.

EazeMax Software Shares

Commodities

Commodities primarily consist of gold and bonds. Users can add gold holdings and bond records to their portfolio. Explore other commodity options to diversify your investments.

EazeMax Commodities
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