Stock Portfolio Tracker (Excel Upload)

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Upload your stock portfolio in the required format
Drop Excel/CSV file here or click to browse
Supports .xlsx, .xls, .csv files (Max 10MB)
Required Excel Format:
Fund Name | Market Cap | Location | Sector | Sub Sector | Trade Date | Current Status | Purchase Price | Quantity | Current Price | Total Invested
ADNOCDRILL | International | UAE | Oil & Gas | Oil Drilling Services | 06-Feb-24 | Hold | 3.659 | 1370 | 5.42 | 5012.83
Add individual stock investments
Upload Nifty 50 historical data for portfolio comparison (Date and Nifty 50 value columns)
Drop Nifty 50 data file here or click to browse
Supports .csv files (Max 5MB)
Your current stock holdings. Click edit to modify any details.
Stock Location Qty Curr Price Value (INR) Actions
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Total Investment (INR)
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Current Value (INR)
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Total Returns
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CAGR
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XIRR
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Portfolio return
Daily Change
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Compare your portfolio percentage returns with Nifty 50 index percentage returns
Accurate cumulative invested value vs current portfolio value over time
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Comparison of total invested amount vs total returns for individual stocks
Sector Invested (INR) Percentage Returns (INR) Return %
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Location Invested (INR) Percentage Returns (INR) Return %
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Market Cap Invested (INR) Percentage Returns (INR) Return %
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Analyze investments by duration period with total investment, returns and CAGR
Period Investment Profit Returns% CAGR%
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Total Investment
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Total Returns
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Avg. Returns%
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Avg. CAGR%
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Percentage return per stock (based on purchase and current prices)
Stocks grouped by name with consolidated results. Use filters to narrow down results.
Stock Location Sector Total Qty Total Invested (INR) Total Current (INR) Total Returns Avg Return % Avg CAGR
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