Smart Portfolio Tracker

Get to know Smart Tracker
Smart Tracker is an assistant for tracking the performance of portfolios or funds of your interest through @ccess Mobile Application which you can customize the tracking condition and notification settings by yourself.
 
Key features of Smart Tracker are as follows:
1. Tracking by Portfolio
A comparison between the unrealized gain/loss of the portfolio and the target return.  The portfolio cost will be based on the average cost of each fund. (For the fund that uses FIFO for cost calculation, the cost will be based on FIFO approach.)

2. Tracking by Funds can be done in two ways:
2.1 By target price: A comparison between the latest NAV price of the fund and the target price.
2.2 By target return of each fund: Tracking by % change with a comparison of % change between the latest NAV price of the fund and (1) the NAV price as of the date the tracker was added; or (2) the average cost of the fund

Entering Smart tracker Menu

  1. Log in to @ccess Mobile and click at Smart Tracker menu.
  2. Select the unitholder number (UH) you wish to track.(If there is only one UH, this screen will be skipped)
  3. Now you will see the screen for creating the tracking by clicking at “Add New Tracker” tab on screen. Then, you will enter the tracking procedures.
  To access the Smart Tracker system, you can either click link or QR code shown below:
       https://krungsriasset.onelink.me/RUCv/fhvfv3rs
Portfolio Tracking through Smart Tracker
You can create portfolio tracking through Smart Tracker in two ways as follows:

1. Tracking by Portfolio 
After selecting the UH you wish to track, click at “Add New Tracker”. The system will display the screen to select the tracking method. Next, select “Tracking by portfolio” and specify the condition for tracking and notice. System will then ask you to confirm and display the screen of notification settings being set on the main screen of the tracking list.

2. Tracking by fund
After selecting “Tracking by fund”, the system will display the screen of fund list and types of fund tracking:
2.1 Tracking “By Target Price”  
      Specify the tracking condition and confirm the transaction. The system will then display the notification settings that have been set on the main screen of the tracking list.
 

2.2 Tracking “By % Change”
      Specify the tracking condition and confirm the transaction. The system will then display the notification settings that have been set on the main screen of the tracking list.
Push Notification from Smart Tracker
When the tracking target has been reached, the system will send a push notification separately for each trackers, which can be selected for further details. After that, the system will display the details of the tracker that has reached the target.

In case of tracking by fund, you can select the “Do Transaction” button to do the transaction of the fund under tracking immediately. (The transaction button will display according to the condition of the selected fund/UH.)