XIRR

xerago

About this app

XIRR is a professional portfolio tracking platform built exclusively for clients who value precision, clarity, and control over their investments.

Monitor your complete financial portfolio in real time, with accurate performance metrics, comprehensive reporting, and a structured view across all asset classes.

Core Capabilities:

Real-Time Portfolio Tracking:
Stay updated with live portfolio valuations across all your investments.

Advanced Performance Measurement:
Analyze returns through detailed profit and loss tracking along with XIRR-based performance insights.

Comprehensive Asset Allocation:
Gain a clear understanding of how your investments are distributed across asset classes.

Detailed Transaction Records:
Access a complete and organized history of all your investment transactions.

Family Portfolio Consolidation:
View and manage investments at a family level. Authorized users can monitor portfolios of all associated members in one place.

Professional Reporting:
Generate and download well-structured reports in both PDF and Excel formats, designed for clarity and usability.

Supported Asset Classes:

-Stocks
-Mutual Funds
-ETFs
-Bonds
-Crypto
-Futures & Options (F&O)

What Sets XIRR Apart

Speed and Reliability:
Experience fast access to large volumes of financial data without compromise.

Real-Time Data Infrastructure:
Make decisions based on up-to-date portfolio information.

Structured Data Presentation:
Complex financial data presented in a clean, intuitive format.

High-Quality Reports:
Professionally designed reports suitable for both review and record-keeping.

Secure Client Access:
Access is restricted to authorized clients through a secure login system with credentials mapped to individual profiles.

What’s new

Improved login reliability
- You'll now stay signed in during normal use, with no unexpected sign-outs
- Minor bug fixes and performance improvements