Portfolio Tracker
Real-Time Portfolio Tracking. Review your investments anytime, from anywhere.
Track the performance of your holdings in real time, with instant updates on valuations, gains and losses, and detailed reporting on asset allocation. Our platform ensures complete visibility and control ”whenever
you need it.
Key Features
Visualize Asset Allocation
Review your portfolio through allocation views such as businesses, industries, sectors, countries, and other key exposures.
Performance Tracker
Review Your Decisions
Use the portfolio tracker to measure the impact of each investment and compare results against benchmarks for clearer performance analysis.
Simplified Management
Benefits of Our Portfolio Tracker
Stay informed and in control with Total Asset Management's Portfolio Tracker, your ultimate tool for monitoring and managing your investments.
Designed with precision and ease of use in mind, our Portfolio Tracker provides real-time insights into your holdings, performance metrics, and market trends, helping you make informed decisions and stay aligned with your financial goals
Designed with precision and ease of use in mind, our Portfolio Tracker provides real-time insights into your holdings, performance metrics, and market trends, helping you make informed decisions and stay aligned with your financial goals
Real-Time Updates
View up-to-the-minute data on your portfolio's value, asset allocation, and performance.
Customizable Views
Customize your dashboard to highlight the portfolio metrics and analytics that matter most to your strategy.
Integrated Market Insights
Follow market news, trends, and outlooks directly within the platform while reviewing your holdings.
Goal Tracking Tools
Set financial targets and monitor progress so your portfolio stays aligned with short- and long-term objectives.
Simplified Management
View all major holdings in one place, making portfolio review and adjustment more efficient.
Transparency
Access clear reporting that makes portfolio activity and investment progress easier to understand.
Enhanced Visibility
Get a broad view of your investments at a glance, including positions, trends, and allocation.
Performance Tracking
Compare your portfolio's performance against benchmarks and track progress toward your investment goals.
Actionable Insights
Use detailed analytics to evaluate results and make better-informed portfolio decisions.
Flexibility
Access the tracker across devices whether you are at home, in the office, or traveling.
Long-Term Planning
Track progress toward retirement planning and other major financial milestones.
INVESTMENT FINDER
Our range of investment solutions.
We understand that each client has unique financial aspirations, which is why we offer a comprehensive range of investments.
Private Equity
Private equity enables investors to access privately held companies with strong growth, innovation, and long-term value potential. Investors benefit from opportunities driven by strategic change, industry disruption, and sustained operational improvement.
Managed funds
Our managed funds take a disciplined approach to growing your wealth. We combine customised investment strategies with expert oversight. Each fund is structured to balance opportunity and risk, giving access to diverse markets while focusing on long-term value.
Fixed Income & Bonds
We create tailored fixed-income portfolios that prioritise stability, steady returns, and prudent risk management. By choosing quality bonds and other fixed-income investments from a range of issuers and markets, we work to protect your capital and provide consistent income.
Mutual Funds & ETFs
We select top mutual and exchange-traded funds (ETFs) with strong growth potential to provide diversified global exposure. This helps investors access quality opportunities while maintaining portfolio balance and transparency.
Digital Assets
We offer expert guidance on cryptocurrency and blockchain investments, helping you capitalise on digital trends and diversify your portfolio. Our informed approach positions your portfolio to benefit from digital opportunities and long-term value.
Stocks & Shares
Experience expert guidance and refined portfolio strategies as we help you build a resilient, diversified equities portfolio. We blend in-depth market research, active management, and disciplined asset selection to reduce risk and pursue outperformance relative to traditional index benchmarks.
Portfolio Tracker
Start Tracking Your Success
Total Asset Management Limited's Portfolio Tracker is your trusted partner in building and managing your financial future. Take control of your investments and make every decision count.
View Portfolio Allocation
Track Dividend Income
Compare Against Benchmarks
Identify performance drivers
Break Down Gains by Position
Measure Portfolio Returns
Track investments worldwide
Receive Automated Reports
Portfolio Risk Analysis
Holding Analysis
Statistics
Trusted at scale.
9000
CLIENT ACCOUNTS
Choose us for portfolio oversight designed to support long-term wealth growth.
150
EMPLOYEES
Serve investors across markets from our two main office locations.
7 +
BILLION DOLLARS
Managed on behalf of clients over the past decade.