This document describes the features of an advanced portfolio tracker tool available on HDFC Securities' website. The portfolio tracker allows users to: create multiple portfolios and track all assets in a single portfolio; view summaries and graphical presentations of portfolio performance; use screeners and analytics tools to monitor individual stock and overall portfolio returns; and compute capital gains tax. It also features one-click trading, price alerts, and financial calculators. Access is provided to HDFC securities account holders as well as non-customers with a valid email address.

1. WWW.hdfcsec.com

2. Different from
Conventional
websites.
Web 2.0 & Ajax based
technology used.
Focused on
Personalization &
Customer centric

3. Advanced Portfolio Tracker

4. Option to create multiple portfolios

5. 5
All asset in a single portfolio

6. Summary of portfolio
Option to import transaction
Graphical presentation of portfolio performance

7. Screeners to have better view of the performance of the
portfolio

8. Analytics tools to keep a tab on the performance of the
portfolio

9. Computes the capital gain tax (short term & long term)

10. Single click option to do Buy/Sell

11. Configure & set Alerts on stocks held in your portfolio

12. Who can access?
HDFC securities
4 in 1 investment A/c
holders
Non HDFC securities clients
With a valid
E-mail id

13. 1 . Visit www.hdfcsec.com
& Log into ‘MY PAGE’
2. Enter your trading/portal credentials
3. You are logged to MY Portfolio.
How can access?

14. 1 Click Trade

15. Option to trade from any section of the website

16. Option to trade from any section of the website

17. All transaction related options can be accessed in 1 click

18. Stock Screener

19. Stock Screener – Do it yourself Research

20. Predefined screeners based on
both Fundamentals as well as
technical parameters to assist
in stock picking.

21. Be your own Fund Manager – Pick stocks using multiple
Selection criteria

22. Financial Calculators

23. Financial Calculators to assist you in your investment
decision

24. HSL Buddy

25. HSL Buddy
CustomisableWidgets.
Even for Non-Customers.
Can be detach and put on
the desktop

26. MY PAGE

27. MY PAGE – your own page on www.hdfcsec.com

28. Thank You