POSTED BY October 4, 2010 8:42 am COMMENTS (5)ON
I am looking for a portfolio tracker (even paid is ok) that will automatically track my portfolio based on my folio numbers (not manually enter SIPs). Further, I should be able to enter things like FDs and it should give me an accurate picture of my allocation, CAGR, income tax gain/loss (short term & long term), etc.
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5 replies on this article “Portfolio Tracker Suggestions”
I have used money control & msn finance but best I found is http://valueresearchonline.com/ – simple, user friendly and all features.
I am using Microsoft Money software. Now MS disccontinued this product but I have seen it dead cheap in ebay. It has all options that you are looking for.
you can also use google online spreadsheet for portfolio tracking
it allows formula like =GoogleFinance(500470) to get the latest stock price and have your own custom calculations like brokerage, dividends etc.
You can also try MProfit – it’s a desktop based software so all your data is secure since it’s on your computer. It allows you to track mutual funds, stocks, FDs and much more. It can import your MF info from CAMS and Karvy. It provides reports for XIRR (CAGR) and realized/unrealized reports and much more.
Download a free 30 day trial from http://www.mprofit.in/
You can have look at portfolio section of either
Both have their own features & good. Try them.
Hope it will help you.