Software for advisory

 

New technical analysis software

Stock market Traders and Investor Tools  for Just Rs.500/Month

Click here to register

How does this benefit a trader ?

Reduces the efforts and time spent on analyzing and choosing the best shares for day trading.

Excella trader  is useful for traders who primarily watch momentum and looking for short term gains.

Data is absolutely free and can be downloaded from our server.

Traders can get an idea of buying and selling before the market starts.

Excella trader automatically generate the result and thus traders can get entry, exit and stop loss levels .

Excella trade  tries to avoid fake break outs by its strict screening process.

If indices are not moving on either side there will still be some shares moving, Excella trader captures those shares and gives excellent results.

Key features:

·          Dynamic trading systems supported by sophisticated analysis methods

·         10 unique systems developed by Excella trader used to screen and filter shares.

·         Excella trader automatically generates recommendations for the day.

·         Traders only need to execute the calls.

·         Excella trader finds Nifty futures trading levels.

·         Portfolio management section incorporates portfolio positions, analytic    and risk

·         Option strategies enable investors to find best strategies for the given period.

·         System can be upgraded through the website time to time (free of cost)

·         Dedicated after sales service team help traders to clarify their queries

Excella Trader new online version launched

Excella  Trader is  now  online  subscribe with filling this online Google form

Excella Trader demo

Risk Profiling and suitability assessment

 Risk Profiling and suitability assessment

According to SEBI , investment advisors should conduct a risk profiling of clients whenever a recommendation is given to a client to purchase a financial product. 

Such recommendation or advice is based upon a reasonable assessment that the structure and risk-reward profile of the financial product are consistent with client’s experience, knowledge, investment objectives, risk appetite and capacity for absorbing the loss.

Taking a risk profile is a complex process.When a client approaches an advisory, he will undergo thorough financial analysis to find out the risk tolerance level. After finding the risk taking capacity of an individual advisory suggests a composition of assets to achieve his specific future goals. This will be done by the help of software. After this process, a financial planning report can be made and sent to the client.

How to Excella software for risk profiling?

Excella is providing tools to financial planners and investment advisors. Excella advanced financial planning software helps an advisor to do all kinds of financial analysis, Goal Tracking , Risk profiling, Goal Planning, Re balancing , Scenario analysis etc.Analysis of portfolio involves all assets like stocks, Bonds, Commodities, Indexes, derivatives etc. So this involves a lot of historical data gathering done through an advanced system.

Risk distribution into different asset classes is a difficult task if it is done manually. Investment firms normally depend on software tools to do this job.If your portfolio is carefully constructed based on your risk tolerance level then the next step is to track the portfolio from time to time. Re-balancing is a procedure where you are adjusting it with different circumstances. This is done automatically using software.

Maintaining of records

Advisory shall maintain certain records, which includes 

1. KYC records of the client
2. Risk profiling and risk assessment of the client
3. Suitability assessment of the advice being provided
4. Copies of agreements with clients 
5. Investment advice provided, whether written or oral
6. Rationale for arriving at investment advice
7. Register or record containing a list of the clients
8. The date of advice and nature of the advice
9. The products/securities in which advice was rendered and fee, if any charged for such advice. 

These are important documents that are considered by the auditor at the time of compliance audit. IA shall keep these records ready for the audit. The Auditor shall verify the records during the compliance audit.

Get Excella complete onboarding system to do above process - Call 9605995500

 

Software for SEBI registered brokers

 EXCELLA 

https://www.dashboardfinreport.com/

SHARE BROKER’S BACK END SOLUTION

Excella is an advanced web based software for NSE and BSE members. 

All back office accounting , SEBI compliances , 

Settlement and Billing process . 

Software can easily manage your daily accounting and reporting functions. 

All regulatory changes will be immediately implemented 

Analysis utility tools to Brokers

1.   Derivatives strategy finder

 

 Key Features

 

·         Derivative strategy finder

·         Black Scholes calculator

·         What  if analysis

·         72  in built strategies

·         Multiple leg option positions

·         Trend finder to get trend swings

·         Create own strategies

·         Trading simulator

·         Option portfolio generator

·         Easy to use user friendly method

Benefits

Excella option strategy finder is a powerful analysis tool for development, testing, and application of stock and options strategies. It’s easy-to-use interface allows you to test new strategies, manage a growing portfolio, and explore "what-if" scenarios with ease. Excella options versatility and power make it suitable for new, experienced, or advanced traders alike.

 

 2. Technical analysis utility

 

Key features:

 

·         Dynamic trading systems supported by sophisticated analysis methods

·         Can add different technical indicators to filter the stocks

·         Trader can fix technical parameters to filter the stocks

·         Automatically generates recommendations for the day.

·         Entry , exit stop loss level will be generated

·         System will show the intraday trading results and saved it separate file

·         Trader can use bulk order utility to pass the orders together to the trading terminal

·         Futures trading levels with different technical parameters

·         Portfolio management section incorporates portfolio positions, analytic and risk

 

Benefits

This is useful for intraday traders. Useful for making bulk order

 

 3. Fundamental analysis tool / DCF calculators

 Features

·         Fundamental Screeners: Stock Screeners by Fundamental parameters - choose any parameter in the drop down to see stocks where metric is the highest or lowest. Sort by net profit growth, revenue growth, PE averages and more. These are editable screeners.

·         DCF Analysis screens: This will be useful for finding the fair value of s stock with given parameters

·         Quarterly result analysis : This will be useful for traders who making decision based on the quarterly results

·         Ratio analysis

·         Growth analysis

 

Benefits

Useful for long term traders to build their portfolio

 

4. Portfolio Optimisation Tool

 Features

·         Portfolio Optimization: Optimize portfolios based on mean-variance, Value-at-risk (CVaR), risk-return ratios, or drawdowns.

·         Historical Efficient Frontier

·         Forecasted Efficient Frontier

·         Portfolio Optimization

·         Monte Carlo Simulation

·         Financial Goals

·         Asset Liability Modeling

Back test Portfolio: Back test a portfolio asset allocation and compare historical and realized returns and risk characteristics against various portfolios.

·         Backtest Asset Allocation

·         Backtest Portfolio

·         Backtest Dynamic Allocation

Benefits

This tool is use for portfolio managers and advanced investors to build strong stock portfolio and with reduced risk

 

Please register with our website 

https://www.dashboardfinreport.com/

Nifty recovery

Market is recovering now .

Nifty recovered from  the low of 7600 and now trading above 10,000. This all happened in locked down period.

If you are an advisory giving tips to clients and managing their portfolios then subscribe excella trader for reporting . This is a web based solution and will help you in day to day performance analysis

Excella Technical Analysis Software for day traders

What is Excella Trader Technical system ?

Excella Trader is a new technical analysis and stock screening software developed by Institute of Capital Market Studies. Excella Trader using several indicators and many new methods to find shares with genuine momentum by avoiding the fake break outs. Several steps were involved in developing this trading strategy. First, a broad range of stocks were selected. This group of stocks consisted of all NSE stocks from a variety of industries. Stock data going back over  years for this group of 1000+ stocks was analyzed with Excellatrader. We have compiled and combined certain indicators. When using it together it worked wonders.  Certain reoccurring patterns were found and buy/sell rules were developed. The results were positive and we could 

make consistent gains by using this system 

How this benefits a trader ? 

Reduces the efforts and time spend on analyzing and choosing the best shares for day trading.

Excella trader  is useful for traders who primarily watching momentum and looking for short term gains.

Data is absolutely free and can be downloaded from our server.

Traders can get an idea of buying and selling before the market starts.

Excella trader automatically generates the result and thus traders can get entry, exit and stop loss levels .

Excella trader  tries to avoid fake break outs by its strict screening process. 

If indices are not moving in either side there will be still some shares moving, Excella trader captures those shares and gives excellent result.

Plan the trade, and trade that plan. 

There are hundreds of Excella trader customers satisfied with the system , using it daily as a part of their trading routine and those customers are our inspiration and we always lend our ears to their suggestions and feed back . Excella trader is coming along with an automating entry utility. So the selected shares will be passed to your trading terminal with less effort. Simly your working time on stock market will be like this

 Key features:

  

·          Dynamic trading systems supported by sophisticated analysis methods

·         10 unique systems developed by Excella trader used to screen and filter shares.

·         Excella trader automatically generates recommendation for the day.

·         Traders only need to execute the calls.

·         Excella trader finds Nifty futures trading levels.

·         Portfolio management section incorporates portfolio positions, analytic    and risk

·         Option strategies enables investors to find best strategies for the given period.

·         System can be upgraded through the website time to time (free of cost)

·         Dedicated after sales service team help traders to clarify their queries

Here is a video explaining how Excella Trader works . click here 

Try software for 1 week

Just Pay Rs. 100 for 1 week

Pay Now

Buy Excella Advisory Software

Excella Portfolio Management Software is an advanced back office solution for 

Portfolio Managers and Financial Planners 

Software covers all modules required for an advisory company 

Subscribe for 3 Months 

Pay Only Rs. 3500

Below is the features of Excella Portfolio Advisory Back office system  

FEATURES

CLIENT MANAGEMENT

► Client profiling/ Client data entry

► Family portfolios / Goal based Portfolios

► Importing client database from excel / Importing existing portfolios

AUTO UPDATING

► Market prices and NAV of MF schemes

► Corporate actions -(Bonus/Split/Dividend/ Name Changes/ FCD conversion Etc)

MULTIPLE ASSETS

► All asset classes -Equity/ Mutual Funds

► Alternative investment Funds

► Assets classified into debt, equity and commodity

► Real estate / property

► AIF/ PMS / PE funds / Derivatives  etc.

FEES MANAGEMENT

► Performance based fees setting

► Hurdle rate based fee setting

► Daily average portfolio value based

► Fixed fee setting

► Fees for different asset classes

TRANSACTION FILE IMPORTING

► Import file in different formats

► Brokers contract notes

► Re balancing

► KARVY/CAMS statements

► Franklin/ Sundaram files

► Other formats in excel

AUTOMATED MAILING

► Schedule periodical report

► Sending report automatically to client’s email id

REPORTS

► Consolidated portfolio report

►MIS reports / Portfolio analysis report with Alpha and Beta

► Periodical reports / Quarterly & Monthly

► Asset allocation report

► Holding and realized report

► XIRR report(category/client wise)

► Transaction summary

► Account statement

► Corporate action report

► Fees payment report / Fees Due report

► Capital gain reports -

► Expense report - Fees / Brokerage / Taxes

► Balance sheet and Profit & Loss account

ACCOUNTING

► Complete accounting entries for transaction

► Balance sheet and Profit and loss account

► Ledgers and party accounts

► Reconciliation FINANCIAL PLANNING- INSURANCE- SIP/STP/SWP ( Available with Annual Subscription Only) ► Client risk profiling / Insurance planning / Net worth Analysis  ► Risk score calculation / Model portfolio building and Back testing ► Advanced Goal planning and Financial plan report generation  ► Goal mapping  ► Asset allocation strategy builder ► Goal tracking and analysis ► Re balancing with different scenarios ► Risk analysis and finding beta and alpha ► Optimized portfolio with different assets and weights

WEB PORTAL( Available with Annual Subscription Only)

► Advisory dash board

► Client login facility

► Client dash board

► Online fees payment system

► Document vault

► Error management system

► Technical charting

►Analyst recommendation module

HELP DESK

2ND FLOOR PRESTIGE CENTER
NEAR REGISTRAR OFFICE
KANNUR -670002,KERALA, INDIA
Phone :- +91 497-2762811  / +91 497-2762823

Mobile :+91 9605995500

http://www.excellatrader.com/

http://excellatechnosoft.com