Need a recommendation for a portfolio tracking app/website

[Simar]

As the title says, I want to track the value of my MFs + Stocks + Gold + EPF + PPF + Bank Accounts + Misc instruments (A custom entry if fetching via an API isn't possible) in one place. Is there any app for it? I currently maintain an Excel sheet that I update once a quarter or so but if there's something that can automate this, that'll be much better.

 

[raksrules]

Nothing.....make a excel (google sheets) yourself the way you like and it will work best. I speak from personal experience. Obviously you still need to input manual data every month which I like doing anyways so I do it.

I have one google sheet workbook which has every single thing you mentioned being tracked and updated (wherever possible automatically like NAV of mutual fund or share price, giving me current value of my investment).
Ofcourse I Update bank account every month, my PF, PPF (once in a year) and mutual funds invested value and units as of that day.

 

[scarletwitch]

I had tried a lot of apps but none of them were providing me everything. In the end, I ended up coding it in Google sheet.

My Google sheet has MFs+Stocks+crypto+Bank+gold+Loans+Misc.
It tracks my daily NAV (based on the fluctuations of MF, stocks etc. which it gets via Google finance ) and provides me with a nice graph by recording my daily net asset's worth. I input the bank balances whenever I get a chance + enter stock trades + MF entries(I import my CSV from the broker).

Few features which I coded:
1. Track the XIRR of each stock and the entire portfolio and arrange the stocks based on their XIRR.
2. Track quantity, total buy, total sell, basic stuff, realized + unrealized gains for stocks. Also provides monthly and yearly booked profits.
3. Tracks my next selling and buying points based on my rules and tells me when is the time to sell and buy.
4. MFs NAV are tracked daily and it provides me net value + profit + XIRR of all individual and combined MF portfolio XIRR.
5. Crypto values
6. the sheet takes a snapshot daily of the current value of all these assets and keeps track for me to see my net worth grow. Helps generate a nice graph out of this.

So, I'd say go ahead and do it yourself in Google Sheets. It would teach you stuff + help you see the finance from the way YOU want to see it.

My sheet has been evolving since 2 years and to this day, I keep on adding new code. It's a fun project.

 

[Simar]

Thanks for the comments! I guess I know what to do. I've always loved working on sheets and tracking + visualising stuff for some reason, so I guess I'll probably go down this route. I'm excited about what automation I can set up using the native features of Sheets and Make (Integromat) lol.