Economictimes.com, the online edition of world’s 2nd largest financial Daily, now brings to you the Wizard of Money Management. Here comes ET Portfolio Wizard– the real-life wizard that would transform the way online investment tracking works – and that too with a single sleight-of-hand.
It’s automatic and so easy to use that even tax/investment consultant swears by it. No more tedious filling-out of numerous online forms in sequence – you’d only need to copy-paste your data just once and for all to activate, manage, update and continue with your account. Here’s the lowdown:
Try our new Portfolio’s Upload Wizard feature, which handles bulk transactions in a couple of clicks. Or perhaps ET Portfolio’s special IPO section that tracks down even your ESOPs. Also try our upcoming IPOs that might attract you, or the Alerts & Watchlists section which offers a bouquet of brand new features. But more on that later.
Don’t believe how easy it is? 50,000 tax payers bet on our Tax Wizard last year for calculating and filing their returns without the help of a Tax professional – its sheer wizardry!
And all of this comes with 128-bit encryption security arrangement of course, so that you’re sure that your data is completely safe.
Upload Wizard
The ET Portfolio’s unique Upload Wizard makes transaction entering simple. The Wizard has been pre-configured to import data directly from over XX brokers (LIST – ICICI Direct, Sharekhan, Reliance Money, Religare, Motilal Oswal, IDBI, Man Financial, etc) More will be added as we move along. There are other options as well. Like uploading bulk transaction history into an Excel file. Upload Wizard will automatically read your data, validate it and upload the same into your portfolio. Get a hold on your investments, the easy way.
Tracking More Asset Classes
ET Portfolio not only tracks Stocks, MFs, Deposits and Real Estate, but is the only service that even keeps track of your ESOPs (Employee Stock Option Scheme). A special IPO section also keeps a watch on upcoming IPOs and also tracks investments from the time you file the IPO application.
Security
The only integrated portfolio tool that keeps your data secure using 128-bit encryption, the kind if security used by Banks and brokers for their online ebusinesses. The security of your financial data is very important to us.
Integrated Tax Tool
The only portfolio tool to provide an integrated tax calculation and filing engine. Last summer, 50,000 tax payers used our tool. See what they had to say about us before you try it. Now with the integrated Portfolio and Tax engine, your short-term/long-term taxes and the dividend, interest components will be automatically exported to your tax returns.
Family View
Now maintain the portfolio of the whole family at one place. Get an integrated view or individual view of each portfolio. What’s more, family members can get independent access to monitor their individual portfolios.
Alerts and Watchlists
Alerts for updates on transactions or important triggers. You can even set up multiple watchlists to keep track of stocks and MFs you are interested in.
Wealth Manager and Tax Consultant View
Select parts of the ET Portfolio and Tax Wizard can be enabled for your Wealth Manager or Financial Advisor/Tax Consultant to access, thus creating a seamless single source of information for all your financial advisory requirements.
ET Portfolio Wizard has lot more to offer, such as, double entry book-keeping, auto update of SIPs/SWPs; Alerts and automatic adjustments of dividends, bonus, stock splits, interests, redemption etc. Come take a look, you will be the richer for it.
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