Portfolio manager
For those who invest in stocks as well as mutual funds tracking investments is tough. With an accumulated portfolio of various investments, keeping a tab on all the transactions would be overwhelming. Even more so if one needs to go back and look at some transactions carried out in some previous year.
Transaction History
The Value Research Portfolio Manager is a comprehensive investment analysis tool. Use the Transaction History feature to track each buy, sell, dividend, bonus or split as well as history of investments and transactions. It tells you the transaction date, type, name, transaction price, and the units and amount credited or debited and more.
Export to Excel
The Transaction History tab also allows you to export the details of your transactions to a Microsoft Excel, which will help you dwell deeper into your transactions by using the Excel software tools, or allow you to easily provide the details to whoever handles your finances.