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Portfolio Tracker
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Consolidated Overview (Eq + Opt)
Overview——
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Overall XIRR:—
| Stock | Group | Qty | Avg Price | Net Avg Price | CMP | Chg% | Invested | Unreal P&L | Unreal % | Real P&L | Real % | XIRR p.a. | Signal |
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Add transaction
| Date | Stock | Type | Qty | Price | Amount | Bal Shares | CMP | P&L (CMP) | P&L % |
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Add cash entry
Total deposited
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Total withdrawn
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Globally Deployed (Eq+Opt)
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Global Free Cash
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| Date | Type | Amount | Note |
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Apply actions to auto-adjust historical transactions.
▶ Stock Split / Consolidation
E.g. 1:5 split → ratio=5. Qty×ratio, Price÷ratio.
▶ Bonus Shares
▶ Name / Symbol Change
▶ Demerger / Spin-off
▶ Manage Groups & Targets
Portfolio Insights
🟢 Best BUYs
🔴 Worst BUYs
✅ Best SELLs
⚠️ Worst SELLs
📈 Top Unrealised Gainers
📉 Top Unrealised Losers
🥧 Portfolio Allocation
💰 Best & Worst Realised
📅 Monthly Activity