Visions Portfolio Manager

Visions Portfolio Manager is the companion mobile app for the VISIONS ERP platform. Sign in to your workspace and keep your investment portfolios, approvals and company financials at your fingertips, wherever you are.

PORTFOLIO OVERVIEW
- See your total portfolio value and today's change at a glance.
- Track every portfolio with live market values, holdings and returns.
- Drill into any portfolio for invested cost, unrealized and realized P&L, and cash.

ALLOCATION, YOUR WAY
- Break down each portfolio by asset type (stocks, funds, ETFs, bonds and more), by sector, or by individual asset.
- Clear donut charts and legends update instantly as you switch views.

SINGLE STOCK ANALYTICS
- Open any holding for market value, on-hand quantity, average cost and realized P&L.
- Review monthly buy vs sell activity, holdings by bank and a full transaction statement.

TOP MOVERS
- Spot the day's biggest gainers and losers across all of your portfolios.

APPROVALS ON THE GO
- Review order requests and other documents waiting on you.
- Approve or reject with a note, and follow the full approval timeline.

FINANCIAL OVERVIEW
- Keep an eye on revenue, net position, receivables and payables.
- Review receivables aging and a six month cash flow chart.

BUILT FOR TRUST
- Optional biometric app lock (fingerprint or face) to keep your data private.
- Light and dark themes, plus English and Arabic with full right to left support.

Visions Portfolio Manager requires a VISIONS account. It connects securely to your organisation's VISIONS workspace to show your own live data.

This app presents analysis and information only. It does not place trades, move money or provide personalised investment advice.