What is Moneycontrol - Portfolio Manager?

Know your best and worst investments at a glance with the help of Portfolio Manager at Moneycontrol who tracks all your investments, cash flow and assets through live price updates.

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Moneycontrol - Portfolio Manager Specifications

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Deployment :
Cloud Based
Subscription Plan :
SAAS
Accessibility :
Mobile Support
Available Support :
Email
Company Details :
Company Name : e-Eighteen
Headquarter : Mumbai
Website : Visit Website
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Moneycontrol - Portfolio Manager Description

Here's the comprehensive description of Moneycontrol - Portfolio Manager. Gain a brief understanding of its unique features and exceptional benefits.

Tracks all your investments, cash flow and assets, through LIVE price updates. Get a consolidated view of your multiple stock, mutual fund, ULIP or bullion transactions. Know your best and worst investments at a glance and much more..

1. Capital Gains
Quick summary of capital gains incurred in current fiscal and tax status of your investments if sold today. You can also check capital gains and tax status for past fiscals.

2. Transaction History
Displays history of transactions that have taken place in your stocks, mutual funds and ULIPs. You can track your transactions for different financial years too.

3. MF SIP Tracking
Whether 12, 24, 36 or more, update your MF Systematic Investment Plan (SIP) installments in just 2 simple steps. You can also set your future SIPs for auto updation.

4. Watch list
A powerful engine for those who wish to track Stocks, Funds, and Commodities before deciding on whether to invest in them or not. You can also set price trigger alerts for your stocks.

5. Portfolio Health Check
Compare your Portfolio Performance against various indices for different time frames. You can also compare individual stocks and funds against benchmark indices.

6. Dividends
Track current and historic dividends declared by your stocks and mutual funds. You can also auto adjust your MFs for dividend payouts and re-investments.

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Overall Moneycontrol - Portfolio Manager Reviews

Thinking about using Moneycontrol - Portfolio Manager? Check out verified user reviews & ratings based on Moneycontrol - Portfolio Manager's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

3.7/5

Based on 3 Reviews

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Feature Feature 3

Feature

Out of 5

Ease of use Ease of use 3.3

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 2.5

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 90%

Likelihood to recommend

Out of 100%

Moneycontrol - Portfolio Manager Pros and Cons

"Really good software which keeps me well updated about everything. Certainly a must have for all investors who are looking to invest wisely. Superb app! Keeps me well updated on a daily basis with all the latest feeds."

"I likes the feature of auto updates to manage the future SIPs."

"A little simpler interface along with may be a tutorial to make it more user friendly for first timers. Maybe simpler user interfaces and making it a little more user-friendly would help."

3 Moneycontrol - Portfolio Manager Reviews

Hear directly from customers who have used Moneycontrol - Portfolio Manager. Read their experiences, feedback, and ratings to gain valuable insights into how this software has benefited their businesses.

Sunilr.

Used the software for : 6-12 years

Company Size :51-200 employee

2.0

Feb 16, 2021

I would not recommend this app after their recent upgrade.

Multiple errors in reporting, values on mobile app are different from they web version. report are useless. does not reflect real values. not sure how and why did they approved to launch this upgrade.

Feature Feature 1

Feature

Out of 5

Ease of use Ease of use 2

Ease of use

Out of 5

Value for money Value for money 3

Value for money

Out of 5

Customer support Customer support 1

Customer support

Out of 5

Ashu

Senior Assistant Manager

Used the software for : 6-12 months

Company Size :1-10 employees

4.0

Jun 22, 2018

MoneyControl, the best way to control your money!

To put it in one word, the app is just Brilliant! Beyond that, it is certainly worth giving it a shot. And while most users may not find it very easy at the beginning, I'm sure over a few weeks, you just won't be able to do without it. To sum it up in one word: Brilliant. It is like the perfect virtual assistant and keeps you very well informed regarding everything. The only drawback maybe that I found it a little difficult at first. But later over the next few weeks, it was all worth it.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 3

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

What do you like best about Moneycontrol - Portfolio Manager?

Really good software which keeps me well updated about everything. Certainly a must have for all investors who are looking to invest wisely. Superb app! Keeps me well updated on a daily basis with all the latest feeds.

What do you dislike about Moneycontrol - Portfolio Manager?

A little simpler interface along with may be a tutorial to make it more user friendly for first timers. Maybe simpler user interfaces and making it a little more user-friendly would help.

Tina

Used the software for : More than 1 year

Company Size :51-200 employees

5.0

Jan 12, 2018

Best tool to manage and monitor all investments

I came across Moneycontrol after going through an online search.  I started with the trial version of it, I must say it is a very helpful tool to take care of all the investment. Now I have the full version and I totally rely on Moneycontrol to monitor and manage my cash flow, asset, stocks, mutual funds, transactions. Additionally, I also get a picture of best and worst investments, it is highly helpful in making investment decisions.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 0

Value for money

Out of 5

Customer support Customer support 0

Customer support

Out of 5

What do you like best about Moneycontrol - Portfolio Manager?

I likes the feature of auto updates to manage the future SIPs.

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Moneycontrol - Portfolio Manager FAQs

What type of customer support is available from Moneycontrol - Portfolio Manager?

The available support which Moneycontrol - Portfolio Manager provides is:

  • Email

Where is the headquarters/company of Moneycontrol - Portfolio Manager located?

The headquarters/company of Moneycontrol - Portfolio Manager is located at Mumbai.

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