Wealth advisors, RIAs, fund managers, family offices, and high-net-worth investors need a unified platform to track diverse portfolios across mutual funds, stocks, bonds, ETFs, gold, real estate, PMS, AIF, and international assets. Spreadsheets and manual tracking create delays, errors, poor insights, and limited client engagement.
PySquad builds an Odoo-based Investment Portfolio Tracking System that centralises holdings, valuations, returns, risk exposure, SIP/STP tracking, and asset allocation — giving advisors and investors a clear, real-time view of their financial landscape.
Problem Businesses Face
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Disconnected portfolio data across multiple platforms.
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Manual NAV updates and valuation calculations.
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Poor visibility into asset mix, risk exposure, and diversification.
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Difficulty tracking SIP/STP/SWP schedules.
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No unified dashboard for clients or advisors.
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Weak reporting for reviews and compliance.
Our Solution
PySquad delivers a modern investment tracking dashboard inside Odoo.
Our solution includes:
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Consolidated portfolio aggregation.
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NAV updates and automated valuation.
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SIP/STP/SWP schedule management.
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Goal-based investment tracking.
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Risk exposure and diversification insights.
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Client/advisor dashboards with secure logins.
Key Features
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Multi-asset portfolio tracking (MF, stocks, bonds, ETFs, PMS, AIF).
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Real-time or scheduled NAV updates.
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XIRR, CAGR, and absolute return calculations.
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SIP/STP/SWP schedules with alerts.
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Goal-based investment mapping.
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Asset allocation breakdown and rebalancing suggestions.
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Client portal for viewing holdings and performance.
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Reports: portfolio performance, risk score, concentration.
Benefits
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Clear, real-time visibility of investor wealth.
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Better advisory decisions with risk and diversification insights.
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Accurate valuation without manual work.
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Higher client satisfaction via transparent dashboards.
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Easier reviews with automated performance reports.
Why Choose PySquad
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Experience building fintech and wealth management dashboards.
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Strong Odoo analytics and automation expertise.
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Human-first UI for advisors and investors.
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Scalable for RIAs, wealth firms, and family offices.
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End-to-end implementation including integrations and mobile apps.
Call to Action
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Managing investments for clients or your own family office?
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Need a unified dashboard for holdings, valuation, and returns?
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Want automated SIP tracking, rebalancing insights, and reporting?
Partner with PySquad to build your Odoo Investment Portfolio Tracking System.
FAQs
1. Can NAV updates be automated?
Yes. Scheduled NAV imports or API integrations can be set up.
2. Does it support multiple asset classes?
Yes. Mutual funds, stocks, ETFs, PMS, AIF, gold, bonds, and more.
3. Can investors have their own login dashboard?
Yes. A secure client portal is included.
4. Can SIP/STP schedules be tracked?
Yes. Alerts are sent for upcoming or missed instalments.
5. Does it calculate XIRR and CAGR?
Yes. All major return metrics are supported.