Stock Portfolio Tracker (Excel Upload)


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Disclaimer: Vipin Krishnan, proprietor of Bamboo Roots Investment Research & Education, is registered with SEBI as an Individual Research Analyst   |  Reg. No.: [INH000027672]  |  Valid till: Perpetual All content on this page is for informational and educational purposes only and does not constitute personalised investment advice. We do not distribute financial products or receive commissions on investments. Investors are advised to consult a SEBI-registered Investment Adviser before making any decisions. Investments in securities are subject to market risks – please read all related documents carefully before investing.
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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 (Hold/Redeem) | Purchase Price | Quantity | Current Price | Total Invested | Remarks
ADNOCDRILL | International | UAE | Oil & Gas | Oil Drilling Services | 06-Feb-24 | Hold | 3.659 | 1370 | 5.42 | 5012.83 | Sensex: 45000
Remarks column can contain Sensex value (e.g., "Sensex: 45000" or just number)
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
No stocks added yet
Export portfolio data and print reports
Total Investment (INR)
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0 stocks
Current Value (INR)
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0 stocks
Total Returns
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CAGR
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Annualized return
XIRR
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Portfolio return
Daily Change
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Show Nifty 50
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
Interval:
Compares investments made at different Sensex levels and their returns. Sensex value extracted from Remarks column.
Sensex Interval Total Invested (INR) Total Returns (INR) Return % Number of Stocks XIRR %
No Sensex data available. Add Remarks column with Sensex value.
Sector Invested (INR) Percentage Returns (INR) Return %
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Location Invested (INR) Percentage Returns (INR) Return % XIRR %
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Market Cap Invested (INR) Percentage Returns (INR) Return % XIRR %
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Group by:
Analyze investments by duration period with total investment, returns and CAGR
Period Investment Profit Returns% CAGR%
No data available
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 Status Location Sector Total Qty Total Invested (INR) Total Current (INR) Total Returns Avg Return % Avg CAGR
No stocks available
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