Portfolio Tracker

₹500.00

Comprehensive Google Sheets dashboard with live NSE & BSE stock feeds, dividend calculations, and real-time asset allocation charts. Designed for active retail investors tracking multi-broker accounts. Supports multi-currency asset classes.

Transform raw transaction data into complete portfolio intelligence. Built for modern investors, this tracker delivers broad multi-asset visibility alongside granular profit, risk, and performance metrics—giving you total control over your wealth without recurring fees.

Core Capabilities

  • 100% Data Ownership: Yours forever with a one-time setup—no subscriptions, external servers, or data privacy risks.

  • Global & Multi-Asset Support: Seamlessly track Indian and global equities, ETFs, commodities (Gold, Silver), crypto, and any asset supported by Google Finance tickers.

  • Multi-Currency Integration: Native support for multi-currency asset classes with automatic conversion.

  • Multi-Account Management: Consolidate up to 3 separate investment accounts in one unified dashboard.

  • Corporate Action Adjustments: Seamlessly accounts for stock splits, bonus shares, and dividend payouts to keep historical returns accurate.

Advanced Portfolio Analytics

  • Big-Picture Portfolio Health: Custom high-level charts paired with regression models for macro-level trend monitoring.

  • Allocation Tracking: Monitor real-time weightings across individual stocks, sectors, and asset classes to avoid over-concentration.

  • Deep Profit & Loss Breakdown: Evaluate P&L drivers across market caps, sectors, and individual position contributions.

  • Breakeven Analysis: Instantly view required breakeven prices for underwater or recovering holdings.

  • Risk-Return Metrics: Analyze portfolio and stock performance across custom timeframes using key risk-adjusted return indicators.