Advanced Portfolio Tracker
Google Sheets
₹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.
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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, & 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.