Portfolio Management
Comprehensive tools and services to track, analyze, and optimize your investment portfolio with real-time insights and performance metrics.
Start Managing Your PortfolioOverview
AMISO Assets' Portfolio Management service provides investors with powerful tools to monitor, analyze, and optimize their investment portfolios in real-time. Our sophisticated platform combines cutting-edge technology with user-friendly interfaces to help you make informed investment decisions.
Whether you're an individual investor managing personal assets or a financial professional overseeing multiple client portfolios, our comprehensive solution offers the flexibility, depth, and precision needed to achieve your investment objectives.
Key Features
Real-Time Monitoring
Track your investments with up-to-the-minute data from global markets. Our platform provides real-time quotes, trade execution confirmations, and instant portfolio valuation updates.
Comprehensive Reporting
Access detailed reports on portfolio performance, asset allocation, sector exposure, geographic distribution, and more. Generate custom reports tailored to your specific requirements.
Risk Analysis
Assess portfolio risk through multiple methodologies including volatility metrics, Value at Risk (VaR), stress testing, and scenario analysis to better understand potential downside exposure.
Tax Optimization
Minimize tax implications with intelligent tax-loss harvesting suggestions, capital gains management tools, and tax reporting features that simplify year-end filing.
Rebalancing Tools
Maintain your desired asset allocation with automated or manual rebalancing tools. Set custom triggers based on time intervals or drift thresholds to keep your portfolio aligned with your strategy.
Personalized Advice
Receive customized investment recommendations based on your risk profile, financial goals, and market conditions, powered by our advanced analytics and investment research.
Benefits
Why Choose Our Portfolio Management?
- Improved Decision Making - Access to comprehensive data and analytics helps you make informed investment decisions.
- Time Efficiency - Automate routine portfolio management tasks to save time and focus on strategy.
- Risk Management - Better understand and mitigate investment risks with advanced risk analysis tools.
- Performance Optimization - Identify underperforming assets and opportunities for improvement.
- Tax Efficiency - Minimize tax liability through strategic investment decisions.
- Consolidated View - See your entire financial picture in one place with multi-account aggregation.
Pricing
Our Portfolio Management service is available in several tiers to meet the diverse needs of our clients. Each plan includes our core portfolio management features with varying levels of additional services and support.
| Plan | Features | Support | Monthly Fee |
|---|---|---|---|
| Essential | Basic portfolio monitoring, standard reports, manual rebalancing | Email support | $29.99 |
| Advanced | All Essential features plus advanced analytics, tax optimization, automated rebalancing | Email and chat support | $59.99 |
| Professional | All Advanced features plus personalized advice, priority trade execution, API access | 24/7 priority support | $99.99 |
| Institutional | Custom solution for financial advisors and institutions | Dedicated account manager | Contact for pricing |
* All plans are available with annual billing at a 15% discount.
Ready to Get Started?
Join thousands of investors who trust AMISO Assets to manage their portfolios. Start optimizing your investments today.
Start Your Free Trial