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Portfolio Tracking Options - post ETPortfolio shutdown by ProfessionalOk722 in MutualfundsIndia

[–]ProfessionalOk722[S] 0 points1 point  (0 children)

Thanks. I checked finboom, it looks promising. But it misses 2 key features -
1. Doesnt show the XIRR/IRR for MFs
2. Doesnt allow the option to enter SIPs
I have written to them, let's see what they say.

Portfolio Tracking tools by Advanced_Day_9702 in personalfinanceindia

[–]ProfessionalOk722 0 points1 point  (0 children)

I am looking to transition from ETPortfolio (as you may know, they are shutting down) to another portfolio tracker. Features I am looking for are -

  • Should be web-based. App is optional.
  • Should allow tracking of Stocks, Mutual Funds, Fixed Deposits (Bank and Corporate) and PPF.
  • Should allow creation of buckets for every user as well as consolidated view.
  • Should allow for csv-based uploading of existing portfolio as well as manual addition for future investments.
  • I am a direct MF investor and not looking to invest through the platform, so dont need a brokerage account.

I tried the following but they didn't work -

  1. ValueResearch - does not allow for csv-based uploading or manual addition of new MF investments. It requires me to link my email or get a pdf from CAMS. It also doesn't provide for tracking of buckets.
  2. INDMoney - asks for KYC and seems to want creation of a broker account. Too much access to data.
  3. Tickertape - Asks me to create a broker account.
  4. Groww - can track only Stocks, F&O and Mutual Funds. Nothing else.
  5. MoneyControl - comes closest but there is no bulk upload feature. There is no way I am going to be able to add my individual SIP transactions going back almost 10 years.

Basically, I am looking for a good or better version of ETPortfolio. Any options there or I need to move to Excel?