Portfolio Tracker
100% FREEYour Entire Portfolio.
One Clear View.
Across every broker.
Track holdings across multiple brokers, follow current market value, analyse performance, measure portfolio risk and understand where your investments stand — from one free dashboard.
Free account · No paid journal subscription required
Demo portfolio
A complete portfolio view
Portfolio value
Total return
+9.40%
Today
+₹3,420
+0.41%
Portfolio Performance
Top holding
HDFCBANK
18%
Largest sector
Banking
31%
Beta
0.84
vs 1.00
Complete portfolio view
More Than a Holdings Tracker.
See your holdings, performance, allocation and portfolio analytics from one place.
Portfolio overview
Illustrative demo dataTotal investment
₹7,70,000
Current value
₹8,42,350
Total P&L
+₹72,350
Portfolio return
+9.40%
Portfolio performance
Multi-broker portfolio
Different Brokers.
One Portfolio.
Track holdings across Zerodha, Groww, Upstox, Angel One, Dhan and other brokers from a single portfolio view.
Zerodha
₹3,72,000
+12.4%
Groww
₹2,88,500
+7.8%
Upstox
₹1,81,850
+9.1%
Example values refer to holdings organised under each broker. No broker account connection or endorsement is implied.
Holdings
Every Holding. Updated in One Place.
Keep quantities, purchase prices, available current prices, value and profit or loss together.
Holdings
Illustrative demo data| Broker | Stock | Qty | Buy Price | Current Price | Value | P&L |
|---|---|---|---|---|---|---|
| Zerodha | RELIANCE | 20 | ₹2,450 | ₹2,610 | ₹52,200 | +₹3,200 |
| Groww | HDFCBANK | 50 | ₹1,540 | ₹1,685 | ₹84,250 | +₹7,250 |
| Upstox | TCS | 10 | ₹3,820 | ₹3,690 | ₹36,900 | −₹1,300 |
RELIANCE
Zerodha · 20 shares
+₹3,200
HDFCBANK
Groww · 50 shares
+₹7,250
TCS
Upstox · 10 shares
−₹1,300
Portfolio analytics
Know What Is Driving Your Portfolio.
Go beyond total P&L and understand which holdings, brokers and sectors contribute most.
Contribution to portfolio P&L
Illustrative demo dataTop performer
RELIANCE
+21.6%
Largest holding
HDFCBANK
18.2%
Top 3 concentration
54%
of value
Largest sector
Banking
31%
Portfolio allocation
See Where Your Portfolio Is Concentrated.
Stock allocation
Sector allocation
Broker allocation
Largest holding
24%
Top 3 holdings
54%
Largest sector
31%
Largest broker exposure
44%
The three largest holdings represent 54% of this illustrative portfolio.
Advanced risk analysis
Understand How Your Portfolio Has Behaved.
Review market sensitivity, historical risk-adjusted returns, downside behaviour, drawdowns and volatility.
Beta
0.84
Market sensitivity
Benchmark 1.00
Sharpe ratio
1.62
Historical risk-adjusted return
Benchmark 0.91
Sortino ratio
2.18
Historical downside-adjusted return
Benchmark 1.24
Maximum drawdown
−9.6%
Largest historical decline from a peak
Volatility
14.7%
Historical fluctuation in returns
Illustrative demo data. Metrics describe historical behaviour and are not investment advice.
Benchmark comparison
See Your Portfolio in Context.
Compare performance with NIFTY 50 or SENSEX over the same historical period.
Portfolio
112.4
NIFTY 50
108.7
Illustrative example · Both series normalised to 100 at the starting point.
Return analysis
Measure Returns Based on When You Invested.
XIRR
14.7%
Absolute return
9.4%
XIRR estimates annualised return when investments occur on different dates.
Dividend income
Track Income From Your Portfolio Too.
Total dividends
₹8,450
This year
₹4,200
Top contributor
TCS
₹2,400
Maximum drawdown
−9.6%
Largest historical decline from a portfolio peak.
Volatility
14.7%
Historical fluctuation in portfolio returns.
More than numbers
Remember Why You Bought It.
Save the investment thesis behind each holding and review it later instead of relying on memory.
RELIANCE
Why I bought
Long-term growth
Expected holding period
3–5 years
Confidence
8 / 10
Last reviewed
92 days ago
Strong earnings growth and long-term business expansion.
Portfolio reports
Turn Your Portfolio Into a Clear Report.
Portfolio report
Portfolio Summary
Current value
₹8,42,350
Return
+9.40%
XIRR
14.7%
Allocation
Broker breakdown
Risk metrics
Top contributors
Dividends
Benchmark comparison
Everything in one place
Track, Analyse and Review.
Multi-broker tracking
Keep holdings from different brokers organised.
Current market value
Calculate value using available market prices.
Performance analytics
Understand return and contribution.
Portfolio allocation
View stock, sector and broker exposure.
Risk analytics
Review Beta, Sharpe, Sortino, volatility and drawdown.
XIRR
Measure annualised return across dated investments.
Dividend tracking
Record and review portfolio income.
Investment journal
Save and review your investment thesis.
How it works
Start in Three Simple Steps.
STEP 01
Create Your Free Account
Set up a private portfolio in moments.
STEP 02
Add Your Holdings
Choose broker, stock, quantity, buy price and purchase date.
STEP 03
Understand Your Portfolio
Review available analytics, organised holdings and portfolio history.
100% free
Advanced Portfolio Tracking. Still Free.
No paid MyTradeDiary Trading Journal subscription required.
Multiple brokers
Holdings tracking
Portfolio P&L
Allocation analytics
Risk analytics
XIRR
Dividend tracking
Portfolio reports
Investment journal
Trade actively too?
MyTradeDiary also includes a dedicated Trading Journal for trades, setups, mistakes, emotions and reviews.
Questions
Portfolio Tracker FAQ
Free portfolio tracker
Your Portfolio Deserves More Than a Spreadsheet.
Track stocks across brokers and understand your performance, allocation and portfolio behaviour from one free account.
Free Portfolio Tracker · No paid journal membership required
MyTradeDiary is a journaling and educational analytics platform. Portfolio information is based on user-entered holdings and available market data. MyTradeDiary does not place orders or provide investment advice.
Broker names are used only for identification. MyTradeDiary is not affiliated with or endorsed by these brokers unless explicitly stated.