Services

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Portfolio tracker with XIRR

Pro · ₹499/month

A money-weighted view of your portfolio, built for Indian investors who hold across demat accounts, SIP monthly and occasionally shuffle between stocks.

What you get

  • Portfolio XIRR — price-only and total-return, recalculated live with Google Finance prices
  • Per-holding XIRR, average cost, unrealised and realised P&L, allocation
  • Benchmark comparison — your exact cash flows invested in NIFTYBEES, BANKBEES and GOLDBEES, with the terminal value and XIRR of each
  • Shuffle tagging — a sell-and-buy pair is treated as the same money, never as a fresh inflow
  • Dividend audit trail — verify each dividend against your bank statement; see XIRR on verified income only
  • CSV import in a predefined template, with row-level validation; every upload is archived

The CSV template

One row per transaction. Dates as YYYY-MM-DD or DD-MM-YYYY.

columnmeaning
dateTrade / credit date
typeBUY · SELL · DIV · CASH_IN · CASH_OUT · FEE
tickerNSE symbol, e.g. RELIANCE
exchangeNSE (default), BSE, NASDAQ, NYSE
qty, priceFor BUY / SELL (amount = qty × price)
amountFor DIV / CASH / FEE
shuffle_idSame label on the SELL and BUY of a shuffle
verified, verify_refDividend checked against bank; statement reference

Download template CSV Sample file

Create accountSee pricing

Insights & research Free

Sector rotation notes, valuation write-ups and framework explainers, published as they are ready. Educational content only.

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Personal blog Free

Every account holder gets a public page at /blog/your-name. Write in Markdown, keep drafts private, publish when ready.

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Investment advisory Coming

Goal-based, fee-only advice for households. Available only after SEBI Investment Adviser registration is granted. Join the waitlist and we will write to you when it opens.

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On the roadmap

A forward XIRR projection tool (what your SIP plan needs to earn to reach a goal), bank-statement matching for dividends, and a SlateFlow Android app.