Equitymaster's Portfolio Tracker has been designed to help you track your stocks and mutual fund portfolios with relative ease and comfort.
To add a new portfolio You can add a new portfolio by clicking on the "Add new portfolio" link once you log in or you could visit the "Manage" section. You will be required to enter a name for the portfolio account and also select the type of account and your preference of Exchange for display of prices. To edit a portfolio You can edit an existing portfolio by clicking on the "Manage" button. You can change the name for the portfolio account and also the type of account and your preference of Exchange for display of prices. Switching between BSE and NSE prices You can specify and edit your preference for display of stock prices from either the BSE or NSE by clicking on the Edit Portfolio button To delete a portfolio You can delete an existing portfolio by clicking on the "Manage" button. Portfolios once deleted cannot be retrieved. To add stocks If you wish to add new stocks to your account, please click on the "Buy" button. This will lead you to a page where you can select the stock of your choice. You can add more than one stock at a time. Once you have completed the stock selection process, you will need to enter the quantity, purchase price and the date of purchase for each stock that you have selected. To add a stock that already exists in your portfolio, you can click on the "checkbox" next to its name and click on the "Buy" button. You can select more than one stock in this manner to add to your portfolio. You can view the history of all your purchases and sales in the transaction history report. To sell stocks To sell a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Sell" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you will need to enter the quantity, sale price and the date of sale for each stock that you have selected. You can view the history of all your purchases and sales in the transaction history report. To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To edit a portfolio You can edit an existing portfolio by clicking on the "Manage" button. You can change the name for the portfolio account and also the type of account and your preference of Exchange for display of prices. Switching between BSE and NSE prices You can specify and edit your preference for display of stock prices from either the BSE or NSE by clicking on the Edit Portfolio button To delete a portfolio You can delete an existing portfolio by clicking on the "Manage" button. Portfolios once deleted cannot be retrieved. To add stocks If you wish to add new stocks to your account, please click on the "Buy" button. This will lead you to a page where you can select the stock of your choice. You can add more than one stock at a time. Once you have completed the stock selection process, you will need to enter the quantity, purchase price and the date of purchase for each stock that you have selected. To add a stock that already exists in your portfolio, you can click on the "checkbox" next to its name and click on the "Buy" button. You can select more than one stock in this manner to add to your portfolio. You can view the history of all your purchases and sales in the transaction history report. To sell stocks To sell a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Sell" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you will need to enter the quantity, sale price and the date of sale for each stock that you have selected. You can view the history of all your purchases and sales in the transaction history report. To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
Switching between BSE and NSE prices You can specify and edit your preference for display of stock prices from either the BSE or NSE by clicking on the Edit Portfolio button To delete a portfolio You can delete an existing portfolio by clicking on the "Manage" button. Portfolios once deleted cannot be retrieved. To add stocks If you wish to add new stocks to your account, please click on the "Buy" button. This will lead you to a page where you can select the stock of your choice. You can add more than one stock at a time. Once you have completed the stock selection process, you will need to enter the quantity, purchase price and the date of purchase for each stock that you have selected. To add a stock that already exists in your portfolio, you can click on the "checkbox" next to its name and click on the "Buy" button. You can select more than one stock in this manner to add to your portfolio. You can view the history of all your purchases and sales in the transaction history report. To sell stocks To sell a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Sell" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you will need to enter the quantity, sale price and the date of sale for each stock that you have selected. You can view the history of all your purchases and sales in the transaction history report. To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To delete a portfolio You can delete an existing portfolio by clicking on the "Manage" button. Portfolios once deleted cannot be retrieved. To add stocks If you wish to add new stocks to your account, please click on the "Buy" button. This will lead you to a page where you can select the stock of your choice. You can add more than one stock at a time. Once you have completed the stock selection process, you will need to enter the quantity, purchase price and the date of purchase for each stock that you have selected. To add a stock that already exists in your portfolio, you can click on the "checkbox" next to its name and click on the "Buy" button. You can select more than one stock in this manner to add to your portfolio. You can view the history of all your purchases and sales in the transaction history report. To sell stocks To sell a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Sell" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you will need to enter the quantity, sale price and the date of sale for each stock that you have selected. You can view the history of all your purchases and sales in the transaction history report. To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To add stocks If you wish to add new stocks to your account, please click on the "Buy" button. This will lead you to a page where you can select the stock of your choice. You can add more than one stock at a time. Once you have completed the stock selection process, you will need to enter the quantity, purchase price and the date of purchase for each stock that you have selected.
To add a stock that already exists in your portfolio, you can click on the "checkbox" next to its name and click on the "Buy" button. You can select more than one stock in this manner to add to your portfolio.
You can view the history of all your purchases and sales in the transaction history report. To sell stocks To sell a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Sell" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you will need to enter the quantity, sale price and the date of sale for each stock that you have selected. You can view the history of all your purchases and sales in the transaction history report. To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To sell stocks To sell a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Sell" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you will need to enter the quantity, sale price and the date of sale for each stock that you have selected.
You can view the history of all your purchases and sales in the transaction history report. To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To edit stocks To edit a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Edit" button. You can select one stock at a time. Once you have selected the stock, you can change the quantity, purchase price and the date of purchase for the stock that you have selected. To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio. Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To delete stocks To delete a stock in your portfolio, you can click on the "checkbox" next to its name and click on the "Delete" button. You can select more than one stock in this manner to delete from your portfolio.
Stocks once deleted from the portfolio cannot be retrieved. Also note that the transaction history will not be available for stocks which have been deleted from your portfolio. To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock. You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To add/edit notes To add/edit notes for the stocks in your portfolio, you can click on the "checkbox" next to its name and click on the "Notes" button. You can select more than one stock in this manner to sell from your portfolio. Once you have completed the stock selection process, you can add your notes against each stock.
You can also view the notes, which you have entered by following the above steps. To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
To add dividends To add dividends to your portfolio, you can click on the "checkbox" next to its name and click on the "Dividends" button. You can select more than one stock in this manner to add dividends from your portfolio. Once you have completed the stock selection process, you will need to enter the amount of dividend and the dividend date for each stock that you have selected.
