Transparency is what separates professional advisory practices from informal WhatsApp-based stock tips. AlphaQuark client portfolio dashboard gives your subscribers a real-time view of their investments through a professional, branded interface. Clients can see their current holdings with live market values, track unrealized and realized profit and loss, view complete trade history with execution prices and timestamps, and monitor portfolio performance over time. The dashboard displays performance metrics including absolute returns, XIRR, and benchmark comparison against Nifty 50 and Nifty 500. When an advisor triggers a model portfolio rebalance, subscribers see pending trades on their dashboard with full details of what to buy, what to sell, and the rationale behind the changes. They can review and execute trades with a single click through their linked broker account. Push notifications via Telegram, WhatsApp, and email ensure subscribers never miss a rebalancing update. For advisors who want to build their brand, the dashboard is available as a white-label mobile app carrying the advisor firm name, logo, and color scheme. Clients interact with a professionally branded experience that reinforces the advisor credibility. The dashboard also shows subscription details, invoices, and upcoming payment dates, reducing administrative queries.
Subscribers see their current holdings with live market values, unrealized and realized P&L, and daily portfolio value changes. All data is synced with their linked broker account for accuracy.
Portfolio performance is displayed with absolute returns, XIRR, TWRR, and benchmark comparison against Nifty 50 and Nifty 500. Subscribers can evaluate their advisory relationship with transparent, verified data.
When an advisor updates a model portfolio, subscribers receive notifications with pending trade details. They can review the recommended trades and execute through their linked broker with a single click.
The dashboard is available as a white-label mobile app with the advisor firm branding — name, logo, and colors. Subscribers experience a professionally branded investment platform that builds trust and brand recognition.