Use current values
Enter the latest available value for each holding. For investments priced in another currency, convert to the selected currency consistently before entering the value.
Workspace / Financial planning tools
Portfolio snapshot
See your investments in one place.
Record holdings manually, compare the amount invested with current values, and see how your portfolio is distributed across asset types.
Manual estimates only. No live prices, account connections or server-side portfolio storage.
Current portfolio value₹0Sum of the current values entered below
Amount invested₹0
Estimated gain / loss+₹0Add an invested amount to calculate return
Your holdings
Add one row for each investment or asset you want to track.
Enter non-negative amounts. Leave a field blank if you do not know it yet; blank values count as zero in the summary.
Asset allocation
Share of the current portfolio value by category.
Add a current value above to see how your portfolio is allocated.
How to use this snapshot
Make the numbers useful, not misleading.
This tracker is a lightweight record-keeping tool. Its totals are only as accurate as the entries and update dates you provide.
Keep invested amounts consistent
Use the amount you want to compare against current value. This simple difference does not account for dividends, interest, fees, withdrawals or the timing of cash flows.
Review allocation
Categories help you see concentration at a glance. They do not measure risk by themselves; holdings in different categories can still be exposed to similar risks.
Update on a schedule
Review monthly or quarterly, and note when values were last checked outside this tool. Avoid treating a stale snapshot as a live portfolio valuation.
READING YOUR RESULTS
How to interpret your portfolio figures
Three figures can look similar but answer different questions: current value describes what your holdings are worth now, invested amount provides a comparison baseline, and allocation shows where the current value is concentrated.
Worked example: value versus invested amount
Imagine you entered 40,000 invested in a fund that is now worth 46,000, plus 20,000 invested in shares now worth 18,000. Your combined invested amount is 60,000 and current value is 64,000.
The simple difference is a gain of 4,000, or about 6.67% of the amount entered as invested. This is an arithmetic snapshot, not a time-weighted or money-weighted return: it does not adjust for when you bought, added money, withdrew funds, or received dividends.
Understand allocation percentages
Allocation uses each category's current value divided by the total current portfolio value. If funds worth 50,000 make up a portfolio worth 100,000, that category represents 50% of the total.
Allocation is not a risk score. Two holdings in different categories may depend on the same sector, company, interest-rate environment or economy. Consider what the underlying assets actually contain, not only the category labels.
Choose a consistent valuation method
For exchange-traded assets, use a recent quoted value or the value shown by your provider. For deposits, bonds, retirement accounts and property, use a sensible estimate that matches what you want to track. If you hold assets in multiple currencies, convert them using a consistent exchange-rate date and method.
Record the date of your source outside this tracker. Because prices and exchange rates move, values entered on different dates can make comparisons misleading.
Avoid common tracking mistakes
- Do not count the same holding in two categories.
- Do not treat blank or unknown values as verified zero balances.
- Do not compare an invested amount that excludes later contributions with a current value that includes them.
- Do not assume an unrealised gain is money available to spend after taxes, fees or selling costs.
Review and rebalance thoughtfully
Review the snapshot on a regular schedule and after major deposits, withdrawals or changes in goals. Compare the actual allocation with the target allocation you chose for yourself, if you have one.
A difference from a target is a prompt to investigate, not an automatic instruction to buy or sell. Consider costs, taxes, time horizon, liquidity needs and your overall plan before making changes.
Use the right tool for the next question
This overview helps organise values, but it does not forecast market prices or determine whether an investment is suitable. Use a net worth tracker to include assets and debts, a goal planner to estimate savings needed by a deadline, and an investment comparison tool to compare hypothetical contribution and withdrawal scenarios.
Keep emergency funds and near-term spending needs in view; an asset's portfolio value does not mean it can be sold quickly or without cost.
Portfolio tracker FAQs
What does this portfolio overview calculate?
It totals the current values and amounts invested that you enter, estimates the difference between them, and groups current value by asset category.
Does it fetch live market prices?
No. Enter the current value from a source you trust and update it when needed. Prices, balances and exchange rates are not fetched automatically.
Where is my portfolio data stored?
Entries are saved in local storage in this browser on this device. They are not synced to an account or sent to a portfolio server. Anyone with access to this browser profile may be able to view them.
Is the gain shown the same as my tax liability?
No. The difference between current value and invested amount is a simple estimate, not a tax calculation. It does not account for fees, dividends, withdrawals, tax lots or all cash flows.
Can I include multiple holdings in the same category?
Yes. Add a separate row for each holding. The allocation chart combines rows with the same category.
Is this investment advice?
No. It is a record-keeping and calculation tool, not a recommendation to buy, sell or hold an investment.