All demat account providers provide watchlist.

Software Engineer

Zerodha and Tickertape for me. Use watchlists to bucket the stocks together.

Groww or Zerodha would already show u percentage gains of the owned stocks .  
 You can create watchlists too to monitor stock prices to buy later. I think they also have a notification feature to notify at certain price points but haven't used it before

Would be great if someone can share some kind of template.

Welcome to Personal Finance's Private Community

How you guys keep track of your favorite stocks and how do you keep tracking the performance of your owned stocks

How you guys keep track of your favorite stocks and how do you keep tracking the performance of your owned stocks- Grapevine

Would be great if you can share some kind of template for the same.

Guys is there any service which lets you check your investment in the individual company of ETFs? 
I am tracking away from stocks to MF and ETFs. But I want to keep track of how much the AMC is investing.

Tracking individual stocks

For those actively engaged in direct stock investments, what guiding principles do you adhere to? Personally, my portfolio lacks structure; I tend to purchase stocks whenever funds are available, resulting in an overly diverse spread across approximately 30 stocks that I'm looking to consolidate. I aim to adopt a more disciplined approach and identify areas for improvement.

Are you an active stock investor? Do you adhere to a regular investment interval and budget?

Do you impose an upper limit on the number of stocks in your portfolio? If so, how do you handle adding a new stock? Do you skip the new addition, or do you exit an existing one?

When investing, do you consistently allocate multiples of the same amount, or does it vary?

When entering a stock, do you make a single purchase or spread it over multiple days?

Do you adjust your stake in existing stocks? If so, what criteria guide your decision to increase or decrease your stake?

Upon exiting a stock, is it done in one shot or over several days?

Does the dividend yield influence your stock selection, and do you have a specific dividend target?

Do you use external services like Excel, Value Research, Markets Mojo, etc., to track your stocks?

Where do you conduct your research? Platforms such as Screener, ValuePickr, MoneyControl, etc.?

Do you have a specific metric for evaluating portfolio performance, such as absolute returns or CAGR?

Are there any additional strategies you follow in your stock investments?

Viners, what are your stock investment principles?

Software Lead

By portfolio I mean all investments like stocks, mf, pf, FD, savings, RD, real estate, lic, health insurance, bonds, efops, US stocks. 

I know INDMoney does it in some way and scripbox also does it but not sure how exhaustive it is.

Any suggestions?

What personal Portfolio Management tool do you use to track your portfolio?

Product Manager

Any recommendations on what to use for monitoring all spends n investments across my accounts? Do you folks use separate apps for spends n investments or do u do thru one app? Currently track investments thru excel sheets by getting data directly from the MF sites but is tedious.

Spend n investment tracking

Marketing Manager

Is there any app whereI can track:
1. Savings accounts money
2. Stocks and Mutual Funds
3. PF
4. FD

Personal Finance Tracking

Operation Manager

I invest via Zerodha Kite and Coin.
Looking for a tracking app which tracks all my investments (mutual funds, stocks, bonds, etc.) so that I can see everything at one place. 
It should also provide detailed analysis of stocks/MFs and your portfolio.
Should provide educational content. Raise red flags for things in my portfolio.
Won't mind paying for a premium subscription.
Been using Tickertape for a year, it's good but a friend showed INDmoney which seems better in terms of detailed analysis.
Installed it, and it asked permission to view my emails 🙂.
Are you using any such app? How has your experience been?

Which investment tracking app are you using?

Hello everyone, 

I'm Sandeep, the co-founder of Dezerv. We're an investment management platform helping affluent Indians invest better. 

Prior to Dezerv, I was a Sr. Managing Partner & Head of IIFL-One, and in all have over 15 years of experience within wealth management. 

Would be keen to answer questions about Portfolio Management Services (PMS), Mutual Funds, Wealth-tech as a space, investment management, entrepreneurship, and more. 

I'll be back at 5 pm and start answering away!

AMA: Hey everyone, I'm Sandeep, co-founder of Dezerv. Ask me anything!

Hey Sandeep, are you hiring SDE-1? I would like to work with you.

Software Developer

Co-Founder

Apps which give you a summary of your overall expenses including irrespective of modes of payment(cards,bank accounts etc)

What are some of the best money management apps you have used ?

Strategy & Operations

Preferably free apps. Or one time payment apps

Need app suggestions to track all investments

Data Analyst

Some of my investments are in sharekhan, kite , coin and bank fixed deposits. 
I want to consolidate all of them (can key-in manually) in one app .

Which app do you use to consolidate all your investments?

Chartered Accountant

I have some money parked in multiple accounts, investments, pf, deposits. 
I need advice on how to track all these at one place so that i don’t forget anyone of them in future.
Any suggestions or advice or personal experience, please share.
Thanks in advance!!

Wealth Management Suggestions

- is it the identification of the opportunities/stocks to trade?
- Is it the difficulty in knowing when to enter & when to exit?
- Is it the inability to really understand the market signals?
- Is it the inability to create algo based strategies to Trade on?
- Also, it’s possible. Please share some tools that are very helpful for you.
Thanks ! 🙏

Daytraders of Grapevine, what are the biggest problems you face?

Have you ever felt the need of an app where you can easily and automatically track your net worth? Or do you already use one? If yes, which app?
I use INDMoney but I am not very happy with it as it has more became and investment app then the tracking app

Personal net worth tracking

As the title suggests
your goto app to maybe identify what stocks to invest in for all sorts of purposes (swing, short term, long term)
Too many options available nowadays
INDmoney, MarketMojo and many more

How you guys keep track of your favorite stocks and how do you keep tracking the performance of your owned stocks

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