PlanMoney. vs myQode

What can you do? - View Portfolio valuation - Get Summary of Investment report with XIRR and Absolute return. - Latest transaction and dividend information - Dashboard with full portfolio details. - Transaction details, Systematic Transactions details , Tax planning transaction details. - Portfolio details with XIRR and Absolute returns. Note:- To access this application, you require Login ID & Password provided by PlanMoney.

myQode is the official client portal for Qode Advisors — a SEBI-registered Portfolio Management Service firm. Designed exclusively for Qode PMS clients, the app gives you secure, real-time access to your portfolio and a direct line to your investment team. PORTFOLIO AT A GLANCE - Track NAV, performance, and drawdown across your strategy - View quarterly and monthly P&L breakdowns - Monitor cash flow history and transaction records - Combined family view for multi-account households YOUR INVESTMENTS, IN DETAIL - Live portfolio snapshot with current holdings - Strategy-wise performance against benchmark (Nifty 50) - Trailing returns across multiple time periods SERVICES & REQUESTS - Add funds, initiate withdrawals, and manage SIPs - Switch between strategies with a single request - Submit account queries directly to the IR team STAY INFORMED - Access curated newsletters and investment perspectives - View upcoming events and webinars - Download your account documents and statements BUILT FOR SECURITY - Secure token-based authentication - Data encrypted in transit and at rest myQode is available exclusively to Qode Advisors clients. To open an account, please contact our Investor Relations team at investor.relations@qodeinvest.com.