Portfolio Trader vs BMD Kubera

* Includes Apple Watch App Professional share portfolio manager and stock tracker. Portfolio Trader is a sophisticated stock portfolio tracking app for iPhone, iPad and Apple Watch, providing in depth analysis of your share holdings and other investments. As both a powerful portfolio manager and stock tracker, Portfolio Trader provides the ability to track and analyse multiple portfolios and multi-currency positions, across a variety of Profit & Loss views and chart options. Complete stock trading and share portfolio management for the professional trader or the casual investor. Features include - Multiple Profit & Loss (P&L) views including: Price, Value, Daily Gain and %, Unrealized Gain, Realized Gain, Total Gain and %, Avg Cost and Cost Basis - Simple swipe or tap navigation between views - P&L views at all levels - position, portfolio totals and all portfolios - Individual charts for each instrument (available in full screen) - Portfolio history charts with comparisons against major indices and other instruments (both MWR and TWR) - Chart indicators: Moving Average - Heat Map display of price changes - Support for holdings in multiple currencies, including within the same portfolio, with instant rate conversions and totals - Support for GBP holdings quoted in pence - Multiple transaction types - Buy, Sell, Dividend, Dividend Reinvestment, Capital Return, Split, Cash Deposit, Cash Withdrawal, Interest, Fees - Integrated portfolio cash account - Manual trade entry or import from file - Automatic pricing updates (not all funds supported) - Option for manual pricing - FIFO or Average Cost accounting methods - Multiple sorting options - Alerts - Watchlists - Home Screen widgets for instruments, holdings and portfolios - Optional iCloud sync between devices - Import / Export - Touch ID / Face ID / Password lock - Multiple color schemes - Supports iOS 15 and above - Apple Watch app included (Pro subscription required) A comprehensive stock portfolio tracker for iPhone, iPad and Apple Watch Contains In-App Purchases. Free to use with up to 3 holdings. Terms of Use: https://www.apple.com/legal/internet-services/itunes/appstore/dev/stdeula

Our expertise, your wealth story. Steer your investments with a clean and elegant interface using BMD Kubera™. Chart your investment story using our latest app, and invest in Mutual Funds across AMCs, grow consistently with SIPs, create short, mid and long-term Goals, and plan for a relaxed, secure life with SWP (Systematic Withdrawal Plans). Key Features: Investments At-A-Glance: A simple and elegant overview of all your important asset classes such as mutual funds and stocks. Family mode: View, supervise and manage your family members' investments all in one go. Plan, build and sustain long-term wealth for your family. Our SIPahi™ advisory helps you focus on each family member’s portfolio and view family-level aggregate performance consistently from the convenience of your phone. Notifications: Stay on top of your game with crucial updates pushed directly to you, when you need it most. Timely reminders for any upcoming transactions, as well as personalised outreach via the app, directly to your screen. Digital Vault: Get access to key documents, and upload/ download key documents anytime, anywhere. Goals: Create your custom goals and let the app visualise exactly how much you need to meet any goal’s expenses. Link or un-link any investment to particular goals, helping you balance your investments suitable to each goal. SIP + SIP Delay Calculator: The best time to invest? It’s today! While the SIP Calculator shows you your investment journey from the present day, our SIP Delay Calculator allows you to view exactly how much opportunity cost you could incur if your SIP is delayed, enabling you to view an honest beginner’s roadmap. Aim to grow for the long term with easy, gradual investment steps, specifically guided by our expert SIPahi™ advisory. NFO: Participate in the latest investment opportunities. Explore the most updated, live New Fund Offer (NFO)’s. Service Requests: Raise a service request conveniently via the app; be it a Mutual Fund scheme query, portfolio review, clearing crucial doubts, exploring the most suitable investment option or sitting over a coffee and setting goals, our SIPahi™ network is committed to serving you with the best solution possible. Quick Browse: Search for any scheme in the quick browse button and explore a world of investment opportunities. Benefits: Plan your lifestyle with My Goal- Track how YOU can meet expenses for holidays, lifestyle purchases, children’s education or retirement. SIP comparison- Compare SIP performance across any AMC, to help you pick your choice of entry into the investment world. Tailor-made advisory- Your goals, our expert SIPahi ™ advisory. Leverage our deep, trusted market expertise for customised boutique financial products true to your requirements, be it your lifestyle needs or business growth capital. True recommendations: We analyse economic growth drivers, fiscal policy and a host of current affairs to pick sectoral, thematic, cap wise funds as well as protect your downside with debt, overnight or balanced advantage/hybrid funds, and align our SIPahi™ advisory to suit your horizon. About BMD Kubera™: A Digital-First Initiative by BMD Group, a true custodian of trust and renown in the financial services industry. An homage to the Lord of Wealth, Kubera, BMD Kubera™ is a visionary initiative deeply focused on building, sustaining and growing wealth. Embracing the true might of customer-obsession and focused servicing, we deploy the latest experiential digital technology to help clients plan their investments, review portfolios, offer expert SIPahi™ recommendations and customised boutique financial products true to their requirements across lifestyle and business growth. Your lifestyle is our compass, for wealth must be directed as per your dreams.