Axon – Seamless Trading and Portfolio Management Platform

Axon is a powerful and intuitive trading and portfolio management platform designed to provide seamless financial tracking for traders and investors. It enables users to monitor their investments, analyze trade performance, and generate comprehensive reports with ease. With features like real-time portfolio tracking, trade obligation reports, profit & loss analysis, and financial statements, Axon simplifies trading operations and ensures transparency in financial transactions.

Dashboard

Axon is a seamless trading and portfolio management platform that enables users to oversee investments, track performance, and generate financial reports with ease.

This section provides quick access to fund transactions, allowing users to seamlessly add or withdraw funds with just a click. The green "Add Funds" button facilitates secure deposits, while the red "Withdrawal" button enables swift fund withdrawals.

Portfolio

This section serves as a comprehensive hub for monitoring your investments and staying updated on your financial portfolio. The Positions tab enables real-time tracking of your open trades, helping you assess market movements and potential opportunities. Meanwhile, the Holdings tab provides a clear breakdown of your owned assets, ensuring you have complete visibility into your investments. With these tools, you can make informed decisions and optimize your portfolio for better financial growth.

Reports

This section provides a complete suite of trading reports and investment insights to help you stay on top of your financial activities. The Tradebook keeps a record of all your executed trades, while the P&L (Profit & Loss) report helps you analyze your trading performance over a selected period. The Positions tab allows real-time tracking of open trades, and the Holdings section provides a clear view of your owned assets. Additionally, the Trade Obligation Report (TOR) offers a detailed breakdown of buy and sell transactions, ensuring complete transparency in your trading activities.

The Global Report (Tradebook) provides a comprehensive record of all executed trades within a selected date range. Users can filter trades based on segments and financial years, ensuring accurate tracking of transactions. The report includes essential trade details such as trade date, security name, trade number, buy/sell status, quantity, rate, brokerage, net rate, and the total transaction amount. Additionally, users can download the report for further analysis, enabling seamless access to trade history for auditing, performance review, and financial planning.

The Profit & Loss (P&L) Report provides a detailed analysis of trading performance over a selected period. It categorizes profits and losses into Realized P&L, which reflects closed trades, and Unrealized P&L, showing potential gains or losses from open positions. The report also displays Net Realized P&L, accounting for deductions such as charges and taxes. Users can view essential trade details, including buy and sell quantities, rates, settlement prices, and net gains or losses for each security. Additionally, the report can be downloaded for further review, making it a valuable tool for performance evaluation and strategic decision-making.

Select the desired date range and segment, then click Continue to generate the Trade Obligation Report. The report will be processed, and an Excel file will be downloaded automatically.

This Excel sheet provides a detailed trade summary, covering Buy Orders, Sell Orders, and Trade Details across multiple market segments, including NSE F&O, BSE F&O, MCX, and NSE Cash, along with a consolidated Total for all trades. It captures key trading information such as security names, trade dates, expiry dates, order sides, quantities, rates, brokerage fees, turnover, and transaction amounts. This structured format allows users to efficiently review their trade performance, track executed transactions, and analyze their overall market exposure. The organized breakdown of different segments ensures clarity and helps traders make informed financial decisions.

Statement

The Ledger provides a detailed breakdown of all financial transactions, helping users track debits and credits over a selected period. The Summary Report offers a concise view of overall account activity, making it easy to analyze financial trends.

The Ledger Statement provides a detailed record of financial transactions, including debits, credits, and ending balances for a selected date range. Users can filter by ledger type and download the report for further analysis, ensuring transparency and efficient account tracking.

The Summary Report provides a consolidated view of financial transactions for a selected period, covering key details such as opening balance, credit margin reversals, equity segment activity, and futures P&L. Users can analyze their realized and unrealized gains and track purchases and sales during the specified date range for better financial planning.

Watch the video https://youtu.be/psaq0NNrfno to learn how to access and use AXON!

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