Most of the big ones use Affinity or something similar

Founder

It’s a CRM basically. Specifically for VCs.

Analyst

Investor

Ok then crunchbase & tracxn come to mind .

Software Engineer

Would love to know. But how many investors would be on grapevine?

Well someone told me, this is the platform where everyone is discussing deals so I thought I'll also sign up.

Product Manager

Software Developer

Pipedrive is a good intuitive CRM, though it's widely used for enterprise teams. I've heard of affinity being used due its sectoral specificity, but again depends on the stage of the fund and the kind of actions you'd need from these. I know of folks who have built makeshift crms on airtable or sheets, and work with that only

I also use air table, it's much easier to navigate

Hey investors, what tools are you currently using to track your deal flows effectively?

Welcome to Indian Startups's Private Community

Tools Used by Investors to Track Deal Flows

Tools Used by Investors to Track Deal Flows- Grapevine

Welcome to Personal Finance's Private Community

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?

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

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

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

Welcome to Product Managers's Private Community

Hey product folks, how do you guys keep tabs on your competitors? What information do you generally look for? 

Being from a tech background, I go in-depth on everything like website changes, new marketing campaign launch, using their product, new product launches, new hiring posts (possibility of expansion), annual reports etc. in depth. I spend a lot of time doing this, and it gets too immersive sometimes, deviating me from my work.

Are there any tools that can help automate this?

Keeping tabs on competitors

Product Owner

The initial Cap was 30L. Right now, last month's total PBT was $37k

AMA: Profitable Crypto Derivatives Trader

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

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

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.

Co-Founder

Preferably free. Drop in your suggestions!

Which app is the best for managing finances (investments, insurance and expenses) ?

If you cannot manage all 3 on a Google Spreadsheet, you're doing it wrong.

Sales Manager

Account Manager

How many of you do intra trades while doing in a full time job? Has anyone created some logic in excel to identify trades automatically in real time?

Trade in Stock market

Consultant

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?

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

Welcome to Business Roles's Private Community

Any FP&A guys here ! Looking for Any tools which you currently use. We use Dynamics 365 and it sucks big time.

FP&A tools: In trend

Finance Consultant

Preferably free apps. Or one time payment apps

Need app suggestions to track all investments

Data Analyst

AMA. How does a day to day pan out for a data scientist, Who is data science not really for, Does FOMO really affect my career in DS

Myths busted by a Data Scientist

Data Scientist

What are the stocks you are betting on for next 3 to 5 years and why. Stocks less than 3 years since ipo? Or names you don't hear from big investors.


Please do not add the blue chip stocks or brand stocks just for the sake of Commenting. 


Here are my bets: each of these stocks have >2 lakh investment amount (not final value) 

Inox india : cryogenic monopoly
Suzlon : holding since 4 INR price 
Vasa denticity : online dental monopoly
Ireda (got the ipo in hni category, haven't booked profit even at 400%+)
Bls e services (booked 75% profits from ipo at 250%)
Rate gain (data monopoly) 


Paytm (controversy max but still holding) sunk cost

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