MY PORTFOLIO

MyPortfolio is an app that has been designed to empower mutual fund investors who wish to stay up-to-date with their investments and monitor their performance. This application enables users to effortlessly analyze their holdings, access detailed NAV data, and compare their profits and losses through interactive charts. Additionally, MyPortfolio provides users with access to NAV history and the ability to download statements, offering a comprehensive overview of their investments. The information is presented in a visually appealing format that is easy for users to understand and stay informed about their portfolio performance.

Key Features

Product catalogue: Password recovery by email or registered mobile number to ensure that users can always access their accounts.

NAV History: MyPortfolio provides users with access to the NAV history for their mutual funds, allowing them to track their investment’s progress over time.

User Settings: Users can customize their preferences and settings to personalize their experience.

Downloadable Statements: Users can download statements that offer a comprehensive overview of their investments in a visually appealing format.

Interactive Charts: Users can compare their profits and losses through interactive charts to monitor their portfolio’s performance.

Portfolio Analysis: MyPortfolio allows users to analyze their mutual fund holdings and view detailed NAV data.

Solutions / Technologies

Business Requirements

User Authentication: The app should allow users to create a unique user id and password to log in to their accounts securely.

Password Recovery: Users should be able to recover their password via email or registered mobile number.

User Settings: The app should provide users with the ability to manage their profile, such as updating their contact information or changing their password.

Holding and NAV Analysis: The app should allow users to effortlessly analyze their holdings and access detailed NAV data through interactive charts.

Statement Download: The app should provide users with the ability to download statements, giving them a comprehensive overview of their investments.

Challenges Faced

Data Accuracy: Ensuring that the data provided to users is accurate and up-to-date, as any discrepancies could impact investment decisions.

User Security: Ensuring the app’s security features, such as user authentication and data encryption, to protect sensitive user information from cyber-attacks and data breaches.

User Interface: Designing a user-friendly interface that presents complex financial information in a visually appealing and easy-to-understand manner.

Compatibility: Ensuring the app is compatible with multiple devices and platforms, such as iOS and Android, and can seamlessly integrate with various mutual fund providers.

App Performance: Ensuring the app’s performance is stable and reliable, especially during periods of high traffic or data usage, to provide a seamless user experience.

326, Naroda business point, Haridarshan Cross Roads, Shri Balaji Rd, Nava Naroda, Ahmedabad, Gujarat 382330

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C-1204, Ganesh Glory 11, Jagatpur Road, Gota, Ahmedabad, Gujarat, India.

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