Trust yourself. Excel.

Leverage on Ledgr.

Ledgr's intent is You help you Grow your Wealth.

Ledgr is a unified platform for administering your personal finances, built with and on advanced technology.

Let's start from the Basics, and develop as we proceed. First off, a user needs a comprehensive interactive dashboard to map and track their investments.

Map your own Wealth
LedgrBase

Oversee Markets,
Explore & Assess

Markets are set by default, factoring in a User's location or preference, and the engine summarizes, illustrates, and maps the metrics

Index based Securities
Commodities
Exchange Rates
Overall Volatility Indices
Currencies & Other assets (Fiat and Digital)

Visualize various instruments and calculate prospects

Performers and their performances
- 52 Week Gainers and Trailers
- 7 day Leaders and Trailers
- Top losers
- Top gainers
- Most active Companies
Mutual Funds, ETFs & SIP Calculators
Volatility Indices & US Treasury Charts

Analyze Securities in-depth
AnalyticsBox

Overview and Features

Pick a Security and learn all about it. Then probe it further, map its movement, and understand its behavior, role, and positioning within its sector or as a contributor to another instrument like say, a Mutual Fund Portfolio or others.

Dissect its fundamentals to rationalize whether it deserves a place in your holdings or short-term portfolios.

KPIs and Indicators help keep vigilance - AnalyticsBox

User inputs direct a set of engines to execute in sequence or simultaneously. Analyses are listed by their function and purpose on pages. The user's homepage presents lucid, interactive, modular dashboards, making it easy for the Customer to focus on insights of choice, while not missing out on other information.

Ledgr's modularity shapes the UI in a manner that helps the User spend on their chosen modules, without the fear of hidden fees, etc. Fewer redundancies provide clarity and ensure focus. People use and pay for, only what they have chosen for whatever their objectives may entail and as many times as they want.

Make Efficient Portfolios, ensure Returns
InvestmentLab

Construct great Investment Portfolios

Ledgr presents a set of Optimization algorithms that enable users to allocate their assets, providing them with a range of data-driven expectations. Given the number of Finance and market-focused apps, one has many means of knowing where to invest. In other words, we trust that the User is versed with the Market at the very least, and knows where they intend to put their investments. In case they do not, Ledgr has a Market Board page, which comprehensively illustrates information regarding securities, derivatives, digital currencies, and all related instruments.

That said, the allocation itself, becomes an issue. Small-time investors often pick a security and then invest in it. It is inefficient and presents significant risk exposure.

Optimize against Risk-to-Returns

The objective is to increase one's wealth. Diversification into portfolios often serves one best. Paradoxically, this leads to an obstacle - one of the many Ledgr aids to solve, effectively.

Assuming that the User knows which ones, the next obstacle is to estimate how many of each to buy, to maximize his returns. Provided that an investor has some money and knows this well, Ledgr helps efficiently allocate assets, as directed by the user via the InvestmentLab. The algorithms presented are:

Mean-variance
SemiVariance
Hierarchical Risk Parity
Markowitz's Critical Line
Mean Co-Variance Optimization

Forecast Price ranges of Securities
ForecastEngine

Leverage on Ledgr's AI - ForecastEngine

Forecast Price Ranges

This Ledgr's home grown set of AI algorithms. Start off with forecasting ranges with Prophet, built by the Facebook Team, transformed by the LedgrTeam.
Ledgr is testing its own set of bspoke AI systems. The two algorithms featured are both ANNs. In time, more advances algorithms shall be integrated.

The User can freely customize and train the AI the engines and perform forecasts by themselves.

Thus, as a User executes and fine-tunes the parameters, the the algorithm learns better, and the prediction values become more accurate and viable. The training algorithm is thus entirely user-dictated.

Calculate Fundamentals and more..
ValuationModule

A. Investigate the Price/Returns Behaviour of any asset

Part I - The CAPM Dashboard

The greeks - Alpha and Beta, Calculated for the security of your choice.

Visualize how your chosen security has performed against national indices viz. BSE-Sensex and NSEI.

A user gets a graphical illustration of the monthly returns and the daily returns of the security-index pair, in separate plots.

B. Assess the Fundamentals of any chosen firm

Part II - The ValuationEngine

Observe and evaluate the Financial Statements for the last 4years for any company.

Gather organic, data driven insights from the critical Financial Ratios calculated with publicly declared company data >> Develop your Own Inferences

A User shall get a exhaustive view of the company chosen, insights into their Financial Sheets as declared publicly, and then observe their performing potential from the Financial Ratios, gather knowledge from the info-wikis for reference - to build their own understanding regarding the positioning of the company of interest.

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