 | Portfolio Advisory
|  | Chartadvise is pleased to present a new service that is directed towards examining, updating and alerting you of your portfolio of holdings. To avail of these services, you need to inform of us of the list of stocks that you are either holding or are currently interested in. We shall create a portfolio of these stocks and then track those using technicals, fundamentals, news, events etc and keep you posted on the changes as they happen. The service is divided into different modules which can be subscribed independently or collectively. The updates on the service can vary depending on the frequency with which changes occur in the stocks within the portfolio. Details of the different modules under this service are:
PORTFOLIO TRACKER Every week, we shall send you a Report based on the current technical set up of the stocks in the portfolio. The report will consist of various parameters that indicate the health of the portfolio currently, highlighting changes that have occurred over the week This is a very useful report for those who have technical knowledge and they can easily arrive at conclusions about the current status of their portfolio health. A sample report is attached herewith (using Nifty stocks as a portfolio).
PORTFOLIO ALERT In this service, we provide the same report as above, but with an added element of sending you an alert about the changes. These alerts will be either along with the report (as an analysis page) or as SMS (if urgent) or thru email updates.
PORTFOLIO BUILDER In this service we suggest you newer stocks that could be bought to replace some stocks held in your portfolio at the moment or to shuffle the quantity within the same set of stocks or even to simply exit some stocks if alternative replacements are not available. It is a dynamic portfolio tracker.
PORTFOLIO STOCK VIEWS Here we provide a separate report on the current status of individual stocks along with a medium term view on the prospects of the stock. The report will be periodical, based on which stock has to be covered at what time (this will be decided based on the market situation). In case this service is of interest to you, kindly get in touch with the office for more details.
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Research Outsourcing 
