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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Collaborating with fellow investors who share the same stock interests enhances reliability in investment decisions. Engage in conversations with verified shareholders to obtain valuable insights on your investments! I can easily view all my investment assets, ranging from stocks to cryptocurrencies, along with the anticipated monthly dividends and asset analysis in one comprehensive overview. Take advantage of the backtesting engine offered by The Rich to simulate past data before committing your funds. Additionally, with a single click, you can evaluate the backtesting results of your portfolio against the S&P 500 market index, allowing for informed comparisons and strategic planning. This streamlined approach not only simplifies investing but also empowers you to make data-driven decisions.

Description

Value Research serves as a sophisticated tool for portfolio management, aimed at making the tracking and evaluation of your investments more straightforward. It features seamless and automated imports of transactions, robust performance analytics, and side-by-side comparisons, alongside comprehensive tax statements that are ready for filing. Additionally, it automatically captures all dividends, bonuses, rights issues, and stock splits, thereby streamlining the investment management process. Users can efficiently oversee and monitor both their own and their family's investment portfolios in a single platform, cementing its position as India's premier portfolio management system. The tool accommodates a diverse range of investment types, such as mutual funds, equities, NPS, PPF, sovereign gold bonds, and various fixed income instruments including InvITs and REITs. With an organized overview of your investments, it reveals performance levels and helps highlight any areas that may require attention. The dashboard not only provides insights into how your investments are categorized but also presents key performance signals over time, along with a clear visual representation of your transaction history. Ultimately, this platform empowers users to make informed decisions about their investment strategies.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial
Free Version

Pricing Details

Free
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

TheRich Billionaires

Website

www.therich.io

Vendor Details

Company Name

Value Research

Founded

1990

Country

India

Website

www.valueresearchonline.com/my-investments/

Product Features

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Product Features

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