Portfolio Management and Research Notes

Portfolio management being a technique of matching components of one's investment mix with predetermined financial goals. Selecting the most suitable investment options sector wise is what FINORB has specialized into.


FINORB provides overall investment position for the group as a whole or for the individual entity of the group. It also provides consolidated portfolio summary, columnar summary and comparative statement for the Group as well as selected entities in the group. With the help of drill down feature user can reach up to the entry level from the reports.

FINORB helps in selecting various sectors for investments in shares, mutual funds and in other investment options. The outstanding features of FINORB include the allocation of assets sector wise, simultaneously helping in model portfolio creation and comparison of the model portfolio with the actual.

FINORB has a stupendous research module which keeps and stores the supporting research notes (by which decision can be taken for stock picks) and enables the owner to utilize the information for future references and benefits.


Scheme/ Script Performances:

  • Historical analysis of performance of different schemes/ scripts to facilitate decision making.



  • It provides periodic alert facility to the user regarding recommended sale or purchase level for the shares, mutual funds and other investments.


FINORB facilitates and guides the owner to manage automate their portfolio and get the maximum ROI, through all updated information on a single click, pertaining to less error prone results.


FINORB help us to take decision with the help of reports, showing -

  • Computation of absolute and annualized return on different assets class as well as independent item of investments.
  • Computation on profitability considering market value in the opening value.
  • Realized gain/loss, Unrealized gain/loss, Dividend and other income received on investments , speculation loss/gain
  • Unrealized gain or loss bifurcated in long term and short term for decision making
  • Automatic calculation of capital gain on the FIFO basis
  • Current market value and cost of under lying assets at any point of time
  • Updation of daily rates of shares and daily NAV for Mutual Funds

portfolio maangement software

Salient Features
  • An integrated platform to manage all your finance, wealth and investments.
  • A Group concept, enables user to view data as individual or group wise.
  • Sector wise portfolio can be viewed for long term and short terms benefits.
  • It is build according to the current, with no entry loads and manual work.
  • Management of cash outflow and cash inflow, with zero redundancy, works as an assistance having well defined cash management.
  • Comparative analysis with model portfolio can be done.
  • Proper import transaction facility eradicates the manual entry processes, making it less error prone.
  • Better decision making abilities are obtained with a better forecasting of the invested wealth.
  • Proper balance sheet management with a perfect bank reconciliations.
  • Proper tax and dividend management with clarity of tax liabilities helps in efficient estimation of future tax liabilities.
  • Comparative profit / loss analysis helps in accurate business flow.
  • Maintains consistency in business operations by analysis of realized gain/loss with unrealized gain/loss.
  • Many More to Follow...

Follow us:
wealth management wealth management software family office software portfolio management sofftware