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Self Wealth Keeper is one of the innovative company of Ozdocs International Pty. Ltd.
Self Wealth Keeper is one of the innovative portfolio management company in Ozdocs Group companies. Ozdocs is the parent company which provide services for different industries (i.e. Wool Industry, EDI network services, Risk Management Software, Laboratory Management Information system, Investment Portfolio Management and so on).
Self Wealth Keeper consequently ascertains the exhibition of your general portfolio and single share transaction when you manage your portfolio with us.
You can upload your trades directly from your broker trade files.
The trade upload function is supportive to most of the brokers in Australia.
User login to Self Wealth Keeper then go to File tab. From File tab user can select the Portfolio, which gives every day live portfolio updates.
User login to Self Wealth Keeper then go to File tab. From File tab user can select the Portfolio. On portfolio summary user can print or save portfolio in different file format.
With the live ASX market the portfolio is updated every hour.