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How To Track Your Investment Portfolio?

Diversifying across different asset classes is necessary to manage risk and get exposure to different industries. But, managing a portfolio can be difficult. You are also required to manage your EMIs, credit card payments, and insurance premiums.

This blog lists some of the online tools and software you can use to track your portfolio.

How to keep track of your investments online? Are there any apps for tracking your portfolio?

In India, you can find various investment management software and apps. But, you should be wary of malware that could misuse the data you feed into them. Do your research and find out the company’s origins and what licenses they hold. In India, SEBI regulates investment activities and issues licenses.

Discover stocks that suit certain filter criteria and dive into details to check their WealthBaskets.

While this is not an exhaustive list, here are some websites, apps and software you could use for tracking your investments:

Money Control

Money Control is a financial portal owned by TV18. Their portfolio manager allows you to track your investments in stocks, mutual funds, Unit-Linked Insurance Plans, gold, silver, platinum, NSEL e-Series products, real estate, and your borrowings and loans.

You can access their app in English, Hindi, or Gujrati.

ET Money

ETMoney is an investment and spending tracker. On ETMoney, you can track your investments in mutual funds, stocks, fixed deposits and NPS Schemes. You can also track your credit card costs and e-wallet expenditure on their app. On mutual fund investments, ETMoney does not charge a commission.

INDmoney

INDmoney’s investment tracker allows you to track your investments in stocks, ETFs, mutual funds, PPF, EPF, NPS, real estate, and bonds, among other things. INDmoney connects to your e-mail account and pulls data connected to your PAN number. To upload your stock portfolio, you can upload NSDL/CDSL statements.

TickerTape

TickerTape is a platform for tracking the performance of your stocks, mutual funds, and ETFs. You can connect your Demat account only if your broker is Zerodha, ICICI or Groww. TickerTape offers screeners for stocks, ETFs, and mutual funds.

Kuvera

On Kuvera, you can track stocks, mutual funds, EPF and fixed deposits. Kuvera also lets you trade stocks directly through its app. You can connect multiple brokerage accounts. You can set a ‘Goal’ and track investments as a part of each Goal.

Portfolio Tracker – Wealthy

The portfolio tracker by Wealthy can be used to track your and your family’s investments in stocks and mutual funds. In addition, you can also avail services like getting your portfolio reviewed by an experienced financial advisor. You can sync data about your investments by linking your e-mail. They also offer portfolios focused on tax saving, diversification, debt and SIPs.

Tracking Investments With Spreadsheets

Spreadsheets are the most customizable tool for tracking a portfolio. But, you are required to do the research and input the data on your own. As long as you can collect and maintain data, you can generate intuitive graphs best suited to solving your queries.

Google Sheets and MS Excel are the 2 widely used spreadsheet applications.

Google Sheets

Google Sheets is a free online spreadsheet program. Real-time data is available for stocks listed on NSE and BSE. Google Finance is a great function for collecting data about stock prices and parameters like P/E Ratio, Earnings Per Share (EPS), and beta.

Microsoft Excel

The most widely used spreadsheet program is Microsoft Excel. It is well known as a powerful tool for interpreting data. In India, collecting data on stocks requires you to manually add sources. MS Excel can be used to retrieve data from sites like Rediff Money.

Does Your Portfolio Match Your Risk Profile? – Read this blog to find out.

Final Thoughts

There are various tools for tracking your investments, ranging from online tools to software and apps. If you want something beyond what is being offered online or through software, you can always build a spreadsheet and customize it as per your needs.

On WealthDesk, you can invest in curated portfolios called WealthBaskets. WealthBaskets are created by SEBI registered professionals.

FAQs

How do I manage my portfolio?

Managing a portfolio requires you to account for expenses like EMIs, credit card payments, and insurance premiums; understand your risk profile; understand how risky your portfolio is; choose an investment strategy; research, invest and monitor your portfolio.

What is in an investment portfolio?

An investment portfolio would include all your investments across all asset classes. Your portfolio would include investments in stocks, ETFs, mutual funds, gold, silver, real estate, private businesses, and bonds.

How do I build my portfolio?

To build a portfolio that suits you, you should do a risk profile assessment, figure out your financial goals and choose an investment strategy accordingly.

Can I track all my investments in one place?

Various software and online tools are available to track investments across various asset classes like real estate, stocks, ETFs, bonds, mutual funds, etc.

How To Track Your Investment Portfolio?

WealthDesk
How To Track Your Investment Portfolio?

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WealthDesk

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