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Checking your session...
Follow these quick steps to add your investments, keep values updated, and review performance with confidence.
Start with the section you already understand, such as Indian stocks, US stocks, mutual funds, or deposits. Add the rest once you are comfortable.
For Indian stocks and funds, enter units and average buy price. For US stocks, enter quantity and cost in USD. For deposits, bonds, metals, and property, enter invested value and current value so results stay accurate.
Use search, sort, and edit to clean up names, remove duplicates, and keep your records easy to review.
Go to Summary to check invested amount, current value, total gain, and your allocation across all assets in one view.
Check whether one area is taking too much space in your portfolio. Balance it gradually to match your comfort with risk.
Refresh stock and fund prices often, and revisit other assets regularly. Updated numbers make your insights more useful.
Take a quick monthly review to see growth, spot weak areas, and stay focused on long term goals.
Use these practical tips to keep your portfolio data clean, meaningful, and easy to act on.
Update your data regularly so Summary reflects your real position.
Always add correct average cost for Indian stocks and funds, and USD cost for US stocks, to track gain accurately.
Keep property and metal values realistic, then revise them from time to time.
Use category mix for Other instruments when one item spans multiple asset buckets.
If one asset class becomes too large, rebalance gradually over time.
Review top gainers and top laggards to understand what is driving performance.
Use clear names for each row so future updates are faster.