T Portfolio Software

Describtion
In general, we assume your current mechanism as under:

Sabse Simple Accounting Software me Investment Management karna hai ?

Recent market history has conclusively shown the need for investors to adopt a more hands-on approach to investment accounting. Without understanding where you are - and where you have been - it becomes increasingly difficult to reach investing accounting at timely manner with accurate data.

T-Portfolio Tally Add on is a portfolio management software used for investment record keeping, performance measurement and portfolio management reporting tool designed for professional account managers, for sophisticated individual investors, and for others entrusted with managing investment assets.

T-Portfolio Tally Add on is designed to assist the accounting / finance manager in growing their company or management's individual equity and other investments business. It incorporate time-saving features important to professional accounting managers using Tally Software for their business accounting where in T Portfolio which sits on top of Tally to accurately track and report on pooled investments.

T-Portfolio allows you to maintain complete records of all portfolio transactions, periodically value your portfolios, track investment cost bases, compute investment return on investment (ROI) performance, and generate reports and graphs.

T-Portfolio Tally Add on is an intelligence investment accounting software module. This module helps in investment cost bases tracking simplify capital gains reporting, lower tax accounting costs, and can maintain your capital gains taxes. An automated tax lot assignment function allows you to select whether to minimize taxes or maximize gains (for loss offsets) when securities held in separate lots are liquidated. T-Portfolio offers you a high level of flexibility to construct reports to meet your needs. Selecting of data fields and report templates, you can construct an almost limitless variety of reports, including reports. T- Portfolio offer even more reporting power such as the ability to generate reports containing data merged from multiple accounts and batch generation of reports ready for fax or e-mail dissemination

This solution is for any andividual or group and its companies or directors, family members & HUF of the group in their individual capacity investing in Equity stocks & Mutual Funds and maintain their book of accounts are maintained in Tally 7.2.

Markets are Booming !
Volumes are Increasing !
Accounting Work for Investments ???? Kya Kare ?

About T-Portfolio

Introduction

The team of 4 Quadrant Solutions Pvt. Ltd. (4QS) have developed Enterprise Solutions by customizing Tally supported by a team of IT trained Industrial Experts & qualified software professionals to cater to customer needs.

For more than a year, 4QS has been providing reliable, trusted solutions to users and their organizations of all sizes. 4QSs experience and proven solutions for Tally users and its Tally products have shown time and again we can improve operational efficiency, enhance skills of the individual/managers to focus on what they do best. 4QS, with more than 100 clients, has established itself as a leading provider of Enterprise solutions and applications meeting the demands of enterprise & their operations.

There are lots of investors, who prefer to use Tally Accounting Software due to its power of simplicity. This gave us a concept of ensuring a solution for Investment Management in Tally. Our experience in Tally solutions along with professionals in Investment Management solutions was used to ensure development of a good solutions as an Add-on to Tally.

In addition to world-class software, 4QS Functional team employs a specialized, scalable and repeatable project management methodology to ensure your software implementation is on time and in budget. Through the use of implementation methodology co-developed with 4QS, 4QSs team of implementation specialists work with clients to define requirements, organize resources, plan, and closely track progress on our software implementations. 4QS has countless client references that have gone through the process and attest to their positive experience with 4QSs responsive Solutions, Services & Support team.

4QSs product development process is guided by a strict solution validation process where we meet with clients and prospective clients to fully understand their business operations, their software needs, and the challenges they face in the market. This feedback is used to ensure the software we develop meets the real-time needs of firms like yours.

4QS looks forward to work with you.

Overview

Tally is accepted and has a perception as one of the best accounting software by individuals and traders in India. There are many Tally users who have been asking for some solutions for Equity & Mutual Fund sales, purchase, dividend tracking.

We have developed a solution keeping in mind this demand of Tally users.

This document is created to give details of our solution about the processes, practices and/or systems to be followed by users for tracking of Investments, in this case two basic types - i.e. Equity & Mutual Fund and analysis and reporting of such investments being made.

Features of T-Portfolio

Investment Management Solution
Equity Stock Reports
Details of Short Term and Long Term Gain/Loss