Portfolio Tracker - Track Stocks, ETFs, Mutual Funds, Bonds, Metals & Real Estate
Portfolio Tracker
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How to Use Portfolio Tracker
A simple step-by-step flow to track all your investments and monitor growth clearly.
Step 1: Choose the asset tab you want to track
Start with one category like Stocks, Mutual Funds, Metals, or Real Estate. You can add all other assets later, so begin with the investments you already know best.
Step 2: Add each holding with accurate numbers
For market assets, enter quantity and average buy price. For deposits, bonds, metals, and properties, fill invested amount and current value carefully to get correct gain/loss and allocation.
Step 3: Use search, edit, and sort to clean your entries
After adding data, quickly review your list. Edit wrong rows, remove duplicates, and keep names/descriptions clear so your portfolio remains easy to manage over time.
Step 4: Open Summary to understand your full portfolio
Go to the Summary tab to view invested vs current value, asset allocation, concentration risk, top performer, weakest performer, and diversification health in one place.
Step 5: Review allocation buckets before making decisions
Check your Equity, Debt, Metals, Others, and Real Estate share. If one part becomes too large, rebalance gradually based on your risk comfort and financial goals.
Step 6: Update values regularly for better insights
Refresh market-linked assets often and review long-term assets periodically. Updated values keep charts, growth trends, and decision signals accurate.
Step 7: Track progress month over month
Use the tracker as a monthly portfolio review tool. Compare changes in allocation and total growth to stay disciplined and avoid reacting to short-term market noise.
Tips for Best Portfolio Results
Use these practical habits to keep your portfolio data clean, useful, and decision-ready.
Update values regularly so Summary insights stay meaningful.
Avoid leaving average cost blank for invested assets.
Keep metals and real estate values realistic and periodically refreshed.
Use diversification cues to reduce concentration risk over time.
Review top winner and top loser to validate your asset mix.
Maintain clean descriptions so entries are easy to identify later.