Portfolio Management and Tracker

POSTED BY Rekha ON December 11, 2013 9:07 pm COMMENTS (5)

Please suggest a good site to manage/track portfolio

1. Perfios

2. Morning star Portfolio Xray

3. Moneycontrol

Any other option?

5 replies on this article “Portfolio Management and Tracker”

  1. nlvraghavendra says:

    Yes. I started using Perfios yesterday (but did not work once I integrated my HDFC savings account). Will dig more and explore the tool. Thanks for your clarification.

  2. ashalanshu says:

    Dear Raghavendra, in case of Perfios, all the data remains encrypted on your own machine. So in that sense, it’s not insecure that much as compare to My Universe.



  3. nlvraghavendra says:

    We also have MyUniverse from Aditya Birla Money. But I’m really skeptical about connecting all my accounts (by giving all the credential information) in ONE place. I don’t feel secure by doing this. Is it really advisable?

  4. ashalanshu says:

    Dear Rekha, I’m using Perfios and quite happy with it.



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