Screenshots
About Jekota Gullak
Track your investment portfolio with Jekota Gullak, the dedicated portfolio management app for investors holding mutual funds and equity shares. Stay on top of your financial goals with real-time updates and comprehensive insights into your holdings.
Gain complete visibility into your investments through multiple portfolio views. Check your family portfolio or applicant-wise portfolio to monitor all accounts in one place. Understand your net worth composition with detailed asset allocation breakdowns, showing exactly how your money is distributed across different investment categories.
Discover sector-wise allocation insights to see which industries dominate your portfolio, and review scheme allocation to track your total exposure and current values across all funds. Monitor individual scheme performance by checking top-performing investments based on returns, and track NAV updates for any scheme in your portfolio. Review your scheme-wise and folio-wise balance units with current valuations to maintain clarity on every holding.
Stay informed with daily performance tracking through one-day change metrics, allowing you to see how your schemes performed the previous day. Access your last 10 transactions instantly to review recent investment activity. Built-in financial calculators help you make informed decisions and plan your investment strategy more effectively.
Jekota Gullak requires an Online Portfolio Viewer Account from Raghunandan Money to access your portfolio data. New users can request an account by contacting the support team. Simplify your investment tracking and take control of your financial portfolio today with Jekota Gullak.
Pros & Cons
Pros
- Comprehensive portfolio views across family and applicant accounts
- Real-time NAV updates and daily performance tracking for schemes
- Detailed asset and sector allocation breakdowns show money distribution
- Built-in financial calculators help plan investment strategy
Cons
- Requires separate Online Portfolio Viewer Account from Raghunandan Money
- New users must contact support team to request account access
- Limited to mutual funds and equity shares only
- No indication of offline access or data availability without internet
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