Gridkey vs InvestWise Portfolio Tracker

Wealth Management with Superpowers Whether you're a financial advisor looking to scale your business or an investor seeking a holistic view of your wealth, our suite of products has you covered. One place for all your investments. Our intuitive platform simplifies managing diverse assets in equity, mutual funds, ETFs, bonds, fixed deposits, insurances, loans etc. Seamlessly import data & eliminate data chaos 1. Quick data imports through broker trade files, ledger statements and contract notes 2. Import data through broker integrations and eliminate data errors Automate imports by auto forward of contract notes Stay informed through data driven insights 1. Gain valuable insights and analysis of your investments and make better informed decisions. 2. Advisor dashboards to get a comprehensive view of your business 3. Holdings Summary to get holistic perspective of client investments Navigate compliance requirements proactively 1. Solve regulatory burdens like KYC, Risk Profile, Agreement Signing, pre trade approvals, and annual advice register. 2. Comply with industry standard data security measures. 3. Assess client financial & goal planning before giving advisory to help them financial independence Optimize portfolio performance through model portfolios 1. Create baskets and model portfolios with desired strategies and risk management. 2. Generate trades through order simulator to meet unique client goals and needs. 3. Compliantly execute trades via broker gateways Elevate Client Experience with transparent engagement 1. Induce client onboarding flows for simplifying client success journey. 2. Give Family level access to client logins on web and mobile app. 3. Focus on client education, collaboration with latest engagement tools to achieve client satisfaction. 4. Rebalance portfolios, analyze deviations and other metrics.4. Rebalance portfolios, analyze deviations and other metrics. Effortlessly calculate fee, raise invoice and collect fee 1. Introduce multiple custom fee plans and calculate fee precisely 2. Automate invoice generation and collect fees through e-nach mandates. 3. Effortless fee sharing & reconciliation among stakeholders. 4. Offer subscriptions of your basket models to increase revenue.

InvestWise is the complete portfolio tracker built specifically for Pakistan Stock Exchange (PSX) investors. TRACK YOUR PORTFOLIO • Log buy/sell transactions and watch your positions update automatically • Real-time PSX price sync with historical performance charts • Cash ledger for deposits, withdrawals, and dividend income • Sector allocation and holdings breakdown at a glance DIVIDENDS, SIMPLIFIED • Upload your CDC dividend warrant PDF and InvestWise extracts and logs it automatically • Track expected vs. received dividends, with tax and zakat breakdowns • Filer/non-filer tax status support RESEARCH & VALUATION • Search and compare any of 700+ PSX-listed companies • Company fundamentals, revenue, profit, and quarterly EPS • Built-in DCF (Discounted Cash Flow) valuation calculator • Live KSE-100, KSE-30, KMI-30, and All Share index tracking • Benchmark your portfolio's performance directly against the KSE-100 RUSH — YOUR AI PORTFOLIO ANALYST • Ask Rush anything about your holdings, risk, or sector exposure • Get AI-generated stock ratings and entry-price context • Personalized to your investment profile and goals • AI content is for informational purposes only and is not financial advice SECURE BY DESIGN • Face ID / Touch ID app lock • Encrypted local session storage • Push notifications for price targets and portfolio alerts Whether you're a long-term investor or an active trader on the PSX, InvestWise gives you one clear, secure place to manage your entire portfolio.