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Reports: |
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Publishable reports: Scheme wise, Profit/loss wise, Date wise, week wise, month wise, call type wise, etc. |
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Publishable performance Charts and Tabular Reports |
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Manage Call type: |
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Define different call types like Intraday, F&O, BTST, STBT, etc. against different Schemes |
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Set standardized templates for every call i.e., buy, sell, target hit, stop loss hit and close call |
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Manage Schemes: |
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By name, price and validity days |
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Set single/multiple call type for each Scheme |
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Allot different Sender ID for each scheme |
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Manage Subscriber: |
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Allot the Scheme selected by the client so to maintain the validity of the customer as per the scheme. |
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Manage client details like Name, mobile number, email, some remarks, etc. |
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Manage client validity and renewal |
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Import bulk list of clients |
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Manage Scrip: |
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Manage scrips by call type |
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Auto save facility of scrips as per your identity of the same |
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Manage Tips: |
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Send standardized calls with call type, buy/sell, scrip, CMP (current market price), S/L, Tgt1, Tgt2, Tgt3 |
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Send standardized SMS with just a click on the related targets through the same window |
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Option to append time in every call |
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Call close option with current market price field to record the success ratio |
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