Monday, October 21, 2013

Best Portfolio Tracker




MOST VISITED INDIAN STOCKS PORTFOLIO MANAGER
Portfolio FeatureMoneycontrolAskkuberEtportfolioNdtvprofitRediff
General
Subscription PriceFreeFreeFreeFreeFree
Portfolio (Single/Multiple)MultipleMultipleMultipleMultipleMultiple
Corporate Action Handling
Corporate Action Adjustment (Splits/Bonus/Dividend)AutomaticAutomaticAutomaticNoNo
Dividend IncomeYesYesYesNoNo
Email Alerts on Triggered (Bonus/Dividends/Splits)NoYesNoNoNo
Asset Management
Securities/Assets HandledStocks
Mutual Funds
ULIP
Bullion
Fixed Income
Loans
Property
Other assets		Stocks
Fixed Deposit		Stocks
Mutual Funds
Real Estate
Gold
Silver
Fixed Income		Stocks
Mutual funds		Stocks
Mutual funds
Asset AllocationYesYesYesYesYes
Sector AllocationYesYesYesYesNo
Transactions Management
Transactions HandledBuy
Sell
Edit
Delete		Buy
Sell
Edit
Delete		Buy
Sell
Edit
Delete		Buy
Sell
Edit
Delete		Buy
Sell
Edit
Delete
Bulk Upload/Import TransactionsYesYesYesNoNo
Transactions History on ChartNoYesNoNoNo
Performance Measurement
Portfolio Historical PerformanceYesYesYesNoYes
Benchmark ComparisonYesYesNoNoYes
Stocks relative performance over different time framesNoYesNoNoNo
Alerts
Real Time Stocks AlertYesYesYesNoNo
Email on Triggered AlertYesYesYesNoNo
Reports
Tax Calculation (Long/Short Term Capital Gains)YesYesYesNoNo
Realized/Unrealized Profit/Loss SummaryYesYesYesYesNo
Email Reports (Portfolio Summary)Yes (Daily & Weekly)Yes (Weekly & Monthly)Yes (Weekly)NoNo
Export DataYesYesYesNoNo
Specific FeaturesStocks Highlight (News/Price Targets)
Brokerage Recos,
Stock Advice		Share Portfolio,
Stocks Agni Pariksha,
Stocks Trend (momentum of the stock like Weak, Strong, Correcting, Vola)tile
Stocks relative performance over different time frames
Stcoks Highlights (Worst Performer, Best Performer,Most Volatile etc)		Stocks Highlight (News/Price Targets),
IRR Report		Stocks Highlight (News/Price Targets)Stocks Highlight (News/Price Targets)


Stocks Alert Feature by Indian Portfolio Managers


Alert TypesDescription
Above 52 Week HighStock price crosses 52 week high
Below 52 Week lowStock price goes below 52 week low
Above Target PriceStock moves to price specified-Upper Cutoff
Below Target PriceStock moves to price specified-Lower Cutoff
% Price Change IntradayStock moves to price +/- any given % in a day
% Price Change Since YesterdayStock moves to price +/- any given % from my set alert date
Volume TriggerStock exceeds Volume specified by given Upper Cutoff Value & %
Change in Portfolio NetworthPortfolio Networth exceeds specified by given Upper Cutoff & Lower Cutoff
value
NewsLatest news and comments on your stocks


Comparison Between Alert Feature


Alert TypesAskkuberEtportfolioEdelweissMoneycontrol
Above 52 Week HighYesNoNoNo
Below 52 Week lowYesNoNoNo
Above Target PriceYesYesYesYes
Below Target PriceYesYesYesYes
% Price change intradayYesNoNoNo
% Price change since yesterdayYesYesYesYes
Volume TriggerNoNoYesYes
Change in Portfolio NetworthNoYesNoYes
NewsNoNoNoYes

Hello Friends ,

Portfolio tracker application helps you to keep track of your investments and helps in future decision making. There are many websites offering online portfolio tracking application and it is difficult to identify which portfolio application is most suitable for individual. Though most of the applications are similar in providing the basic functionality, there are few which try to differentiate themselves from others by providing more advanced features to its user. This blog talks about the best online portfolio tracking applications available for the Indian stock markets and how they are different from each other. This should help the user in choosing the portfolio tracker that best suits his need. 

I would request the investors to share their views on the portfolio tracker applications available in the Indian Stock Market.

Please note your comment is valuable, because your experience will help a lot of other investors in choosing the right portfolio tracking application. It would also help the portfolio trackers to improve their service.

I have following portfolio trackers in my list:-


  1. Compares portfolio performance with Index for different time frame.
  2. Individual stocks and funds against benchmark indices.
  3. Allows portfolio for  stocks, mutual fund, ULIP, bullion, fixed income,loans, property, other assets and debt.
  4. It calculates Capital gains and tax status for current year  as well as past years.
  5. Displays the financial snapshot & latest quarterly results of stocks in your portfolio along with the growth in sales and net profit.
  1. Automatic calculation & email alert on triggered corporate actions such as bonuses, splits and dividends
  2. Portfolio v/s benchmark performance over a period.
  3. Shows monthly performance of the the Portfolio and compares it with Nifty performance.
  4. Realized/Unrealized profit/loss summary for current as well as past years.
  5. Short/long term capital gains tax summary.
  6. Share portfolio with others in read only mode.
  7. Receive weekly & monthly performance report over email.
  8. Yearly and monthly dividend summary.
  9. Displays transaction history on stock price chart as well as in tabular form.

etportfolio.economictimes.indiatimes.com

  1. Allows more than one portfolio for a user
  2. Track  investments capital gains tax, profit/loss, dividend income & corporate actions transactions.
  3. Allows user to set custom alerts.
  4. User can get the latest update news on portfolio.
  5. Allows portfolio for stocks, mutual fund, real estate, gold, silver & fixed income transactions.
  1. It displays portfolio performance against benchmark on daily basis of current week.
  2. It provides consolidated view of all stocks and mutual fund transactions all in one place.
  1. Easily create and manage multiple independent portfolios but get a unified view.
  2. It provides consolidated view of stocks, mutual fund, ULIP & bullion transactions.
  3. Flexible alert system that notifies you when your stock/mutual funds values reach preset limits.
  4. It provides information & calculate the total short term capital gain tax liability.


  1. It tracks stocks and mutual funds transactions.
  2. User can create multiple portfolio using a single account.
  3. It provides quick investment summary & easy to understand reports on performance of your investments.


  1. User can add  stocks, mutual fund, insurance, deposits, bonds, forex, real estate & deposits transactions.
  2. User can track their investments short/long term capital gains tax, profit/loss, dividend income.

  1. It allows user to add stocks & mutual fund transactions.
  2. It provides reports & charts that enable user to make smarter investing decisions.
  3. User can set email alerts for both his equity and mutual fund portfolios.
  4. It is a paid service.

Thanks
Saket/Kshama Jain
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31 comments:

  1. DeepakAugust 26, 2009 at 3:59 AM

    Read more about Indian Portfolio Tracker on http://indianportfoliotracker.blogspot.com

    ReplyDelete
  2. Portfolio TrackerJuly 14, 2010 at 11:43 PM

    Check Out this Myplanner which is a Portfolio Tracker Service provided by PersonalFN , its also a good one.

    ReplyDelete
  3. UnknownAugust 18, 2013 at 6:21 AM

    Thanks Saket, This information is really very helpful to me, now i can choose best portfolio tracker to track my stock investment.
    Is there any site that can provide me advice on my portfolio stocks?

    ReplyDelete
  4. UnknownDecember 11, 2013 at 5:06 AM

    Hi Saket/Kshama Jain,
    Great info shared. This post is a real help for middle class investors who is confused in tracking their portfolio. Let me share my view on this.

    I have compared all these sites. The most advanced one is, without any doubt, www.moneycontrol.com . Its stability, dedicated servers, TV support are unique. Kuber is very slow and providing less infor / support comparing to mc. Rediff is fast, easy to add fund, no junk stuffs in site. in ET adn iwealth, we cannot import old transactions which is there in MC and Kuber.
    The best part of Moneycontrol is that it has Apps for almost all platforms including iOS and blackberry. This is the best part of it.
    I personally do not like NDTV :)
    Thanks a lot ...

    ReplyDelete
  5. Mukesh GhatiyaMarch 22, 2014 at 11:39 PM

    Thanks for sharing this valuable information.

    You have missed to cover as to which method of portfolio performance tracking is used by these portals, SRR, MWR or TWR? If you could add that too, it would be great.

    I recently came across MarketWatch.com and noticed that it also does track Indian stocks. It does track performance on TWR, but the issue is I can't see NAV of my portfolio in it. With TWR I feel it is important to associate an NAV/Index value to the portfolio to be able actually compare the performance of your portfolio as compared to other indices. It does show a comparison graph, but it is against DJIA and not BSE. Also, not enough details are available there to get any confidence on its correctness.

    Do any of these portals share NAV? I want to treat my portfolio like a mutual fund and track it.

    I checked AskKuber demo here (http://www.askkuber.com/IndianStocks/portfolio/Valuation), but this doesn't seem to do TWR or NAV.

    ReplyDelete
    Replies
    1. Saket JainMarch 27, 2014 at 9:52 AM

      I am extremely glad to see you raising this point. In fact I have put a post on TWR for measuring portfolio return on this blog itself http://bestportfoliotracker.blogspot.in/2014/03/portfolio-return-calculation.html

      AskKuber does daily valuation (NAV) of the portfolio by excluding the effect of cashflows in the portfolio. As you rightly said this allows to calculate the Time Weighted Return for the portfolio which then can be used to compare with any benchmark. It provides different chart to compare the portfolio performance. For e.g. you can compare portfolio's monthly return with index returns. You can compare portfolio market value with the investments made.

      Delete
  6. Mukesh GhatiyaApril 11, 2014 at 8:01 PM

    Yes, it is using TWR. I missed that earlier somehow.

    Only one small issue. It does show comparison with NIFTY index. But it would be great if it could assign some NAV to my portfolio. Does it do that already? Did I miss that too?

    Anyone does that?

    One small complaint about not taking dividends automatically, too :)

    Even MarketWatch does auto calculation of dividend.

    ReplyDelete
    Replies
    1. Saket JainApril 19, 2014 at 11:55 AM

      It shows portfolio's ending market value for each month. This is visible on the Portfolio Performance page. You can see it both in the chart and tabular form. Though it does daily valuation of the portfolio as well it is not visible to the user.

      It does generate an alert for automatic dividend adjustment. User has click on the confirm button to apply the dividends.

      Delete
    2. Mukesh GhatiyaApril 21, 2014 at 8:38 AM

      Regarding portfolio valuation: Yes it shows portfolio valuation. But that is complete value of the portfolio. If I buy/sell in that duration, the value will automatically increase/decrease. i.e. If my portfolio is at 5L today and I do purchase of 3L, then my portfolio value will suddenly be 8L. But that is not necessarily a good thing.

      What I want is an NAV to be assigned. That way I would be looking at relative increase decrease in intrinsic value rather than just the rupee value.


      Regarding Dividend auto adjustment: Okay, I haven't got the alert as yet. But even if it comes, it would come now for the investments that I have entered in past. But when I enter the investments first time (for my past investments), then also it can suggest dividends and I can confirm. e.g. I entered my investment data for last two years' transactions. It could have suggested dividend for all of them.

      Delete
    3. UnknownApril 21, 2014 at 7:52 PM

      You are correct and that is totally different measure. Basically you want to keep track of profit at any day as percentage of investment. As a investor time weighted return is one of the best measure for calculating annualized performance also it can be compared with other investments like Index.

      Delete
    4. Saket JainApril 28, 2014 at 12:36 AM

      It does exactly what you are saying. Although the portfolio valuation is done based on the ending value of the stocks in the portfolio but change in the portfolio value is calculated by adjusting the portfolio for the cashflows. For e.g. if your portfolio value was 5L yesterday and you purchased shares worth 3L today then although the portfolio value would be 8L but change in the portfolio value would be calculated by removing the cash inflow of 3L from the portfolio.

      This is how calculations for TWR is done.

      Regarding dividend alerts, it does generate the alerts for the old transactions. For e.g. if you add stocks in your portfolio that you bought two years ago it would send alerts for all the dividends, splits and bonuses that are applicable to your stock.

      Delete
    5. Mukesh GhatiyaMay 7, 2014 at 10:41 AM

      The way it is doing doesn't suffice.

      You say "change in portfolio value is calculated by adjusting portfolio for cashflows". That is good, but not sufficient. I still can't get the NAV value increment of my portfolio. For me to see how much % have I grown in last 3 months, it is not possible.

      Let's take this scenario:
      Initial value on 1 Jan: 2L
      Purchases in Jan: 1L
      Increase in value of stocks in Jan: 0.5L
      Total value at the end of Jan: 3.5L

      Purchases in Feb: 3L
      Increase in value of stocks in Jan: 1.2L
      Total value at the end of Jan: 7.7L

      Now in 2 months, as per your calculation the value increased by 0.5L and 1.2L and hence total 1.7L. But how do I know how good did I do? Did I do better in Jan or in Feb? If I include Sales in it, and a regular up and down of values it would be even more complicated.

      In such situations calculating NAV value helps.
      Please go through this link for better explanation: http://www.fool.com/FoolFAQ/FoolFAQ0056.htm


      Delete
  7. Vijaya SarathyApril 19, 2014 at 6:24 AM

    Is there any portfolio tracker that allow me to add notes (that can be viewed without any clicks)? The thing is I want to maintain my trailing stoploss or target in the portfolio page itself to enable to get all things in the same place.

    ReplyDelete
    Replies
    1. AnonymousApril 21, 2014 at 7:53 PM

      I wish to have the same feature. Askkube provide notes for each transactions but not portfolio level.

      Delete
    2. UnknownFebruary 24, 2016 at 5:11 AM

      notes has been added in the watch list at askkuber.

      Delete
  8. AnonymousApril 28, 2014 at 12:04 PM

    Hi, Does any of these tool offer excel upload feature? Meaning uploading the transactional data which I have in an excel into the tracker? Let me know. Thanks. :)

    ReplyDelete
  9. Saket JainMay 17, 2014 at 10:57 PM

    You can upload csv file in askkuber portfolio

    ReplyDelete
  10. jaiDecember 21, 2015 at 4:21 AM

    is there any portfolio tracker that adjusts corporate actions

    ReplyDelete
    Replies
    1. UnknownFebruary 24, 2016 at 5:11 AM

      akkuber portfolio does that. It take care of dividend , Split and bonus.

      Delete
  11. UnknownAugust 22, 2016 at 3:52 AM

    keep posting such a good information, Thanks for update!

    ReplyDelete
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