Wealth Mangement

> Portfolio Definition: Define your stock portfolio by tapping "My Stock" . If there are no stocks added to your portfolio, you will be prompted to search (green color search icon) and then once you select any stock from the search result, you can select 'Add' option to add it to your portfolio. Once you add the stock to your, the app will request you to update stock qty, average cost, date of purchase, currency. Entering this information is NOT mandatory, but this information will be used by the optimization, recommendation and prediction engine of this app.

> Portfolio Optimizer: This feature helps app subscriber to optimize their investment strategy

> Fair value: This feature provides fair value of each stock in your portfolio

> Company Outlook: This feature provides details on company's performance of the stocks you own.

> Daily Trade ideas: Discover new trade ideas for the stocks you own

> Portfolio Analysis Tools: Tools for allocation, diversification and risk

> Community Insights: Make informed decisions based on real-time user activity within the community.