How is P&L calculated in the portfolio tracker?

P&L = (Current Price − Buy Price) × Quantity, summed across all your holdings. This is unrealized (paper) profit/loss unless you've actually sold the shares.

How is CAGR calculated for my portfolio?

CAGR = ((Current Value ÷ Invested Amount)^(1 ÷ Years Held) − 1) × 100. This gives you the annualized growth rate, which is more meaningful than total return for comparing investments held over different time periods.

Does this tool fetch live stock prices automatically?

No. Prices are entered manually for privacy — nothing is sent to any server or live market data feed. You update the current price yourself, and all data stays in your browser's local storage.

Is my portfolio data safe and private?

Yes. Because there is no server-side data collection, your holdings, quantities, and prices never leave your device. Clearing your browser data or using a different device/browser will not carry over your saved portfolio.

Indian Equity Portfolio Tracker NSE BSE

Total Invested

₹0

0 holdings

Current Value

₹0

—

Total P&L

₹0

0.00%

Portfolio CAGR

—

weighted avg

Best Performer

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🎯 20% Annual Return Goal Tracker

0% Add holdings to track progress 20% target

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Company Name *

Symbol (NSE/BSE)

Exchange

Sector

Buy Date *

Avg Buy Price (₹) *

Quantity (Shares) *

Current Price (₹)

Notes (optional)

How to use: Add your holdings with buy price & quantity. Update Current Price anytime by editing the field in the table below. All data is saved automatically in your browser — it persists even after you close the tab.

My Holdings (0)

Company	Exchange	Sector	Qty	Buy Price	Current Price	Invested	Curr. Value	P&L (₹)	P&L (%)	CAGR	Days	Actions
No holdings yet. Add your first stock above! Your portfolio data is saved locally — it will be here next time you visit.

📐 How calculations work:
P&L = (Current Price − Buy Price) × Quantity | CAGR = ((Current Value / Invested)^(1/Years) − 1) × 100 | 20% Goal = based on weighted average CAGR of your full portfolio vs 20% target. Prices are manually updated — enter current price in the table or while adding. No live feed needed; your data is 100% private.

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Disclaimer: This tracker is provided for educational and informational purposes only. Results are estimations based on the prices you enter and do not constitute professional financial, investment, or tax advice. This tool does not provide buy/sell recommendations. Consult a SEBI-registered financial advisor before making investment decisions. Read full disclaimer →

Worked Example: CAGR on a Real Holding

You bought 100 shares at ₹250 (₹25,000 invested) 2 years ago. They're now worth ₹340/share (₹34,000 current value).

Step 1: Ratio = Current Value ÷ Invested = 34,000 ÷ 25,000 = 1.36
Step 2: Raise to power (1 ÷ Years) = 1.36^(1/2) = 1.1662
Result: (1.1662 − 1) × 100 = 16.62% CAGR — below the tracker's 20% target goal.

Indian Equity Portfolio Tracker

Worked Example: CAGR on a Real Holding

Frequently Asked Questions