Investment Tracker
Track all your investments in one place with our free Investment Tracker. Monitor portfolio performance, check asset allocation, and ensure you're on track for your financial goals.
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Your Investments
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Asset Allocation
Performance by Type
Performance Metrics
Portfolio Insights
Key Features
How to Use This Tracker
Why Track Your Investments
An Investment Tracker consolidates all your investments in one view, providing clarity on your total portfolio, asset allocation, and progress toward financial goals. This visibility is essential for informed financial decisions.
Modern investors often have multiple investment accounts: mutual funds, stocks, PPF, EPF, NPS, insurance, fixed deposits, and more. Without tracking, it's easy to lose sight of total wealth and allocation.
The tracker calculates important metrics: total portfolio value, overall returns (absolute and CAGR), asset allocation percentages, and performance by category. This helps identify what's working and what needs adjustment.
Integration with financial goals shows whether your investments are on track. If you need ₹50 lakhs in 10 years for a goal, the tracker shows your current progress and whether you're ahead or behind schedule.
Regular tracking (monthly or quarterly) keeps you engaged with your finances and enables timely adjustments. It also helps during market volatility - seeing long-term performance prevents panic selling during downturns.