Portfolio Performance at Your Fingertips

Effective portfolio management is essential for achieving long-term success. The Portfolio Manager equips you with:

• Performance benchmarking: Compare your portfolio's growth and returns against tailored benchmarks and watchlists to refine your strategy.
• Planned vs. actual performance tracking: Evaluate your progress by comparing projected outcomes with actual results, enabling timely adjustments.
• Income purification & Zakat calculation: Automatically identify non-Halal income, calculate purification amounts, and determine Zakat for complete ethical compliance.

These features empower you to optimize returns, stay aligned with Halal requirements, and take full control of your portfolio's performance and integrity.

Maximize Your Portfolio’s Potential with these features:

• Multi-portfolio management: Manage multiple portfolios seamlessly, giving you the flexibility to oversee diverse investment strategies.
  Comprehensive transaction tracking: Record, update, and delete buying, selling, and dividend transactions to keep your portfolio data accurate.
  Date-specific filtering: Easily filter transactions by specific dates or periods for precise performance reviews.
  Performance benchmarking: Compare your portfolio’s stocks against benchmarks and watchlists to identify areas for improvement.
  Compliance and controversy alerts: Stay informed with automatic alerts for Halal compliance updates, controversy changes, and AI-predicted compliance shifts.
  In-depth stock analysis: Dive deeper into portfolio stocks with detailed data for informed decision-making.
  Detailed performance metrics: Get a clear view of trading value, current value, price returns, dividend returns, and total ROI at a glance.
  Purification tracking: Automatically calculate and track stock-specific purification rates and amounts to maintain ethical compliance.
  Zakat calculation: Determine stock-specific Zakat rates and total Zakat amounts effortlessly to align your investments with religious obligations.