How can I track my stock portfolio’s performance over time?

To track your stock portfolio’s performance over time, use financial apps, brokerage account reports, and key metrics like CAGR, P/E ratio, and portfolio diversification. Regular monitoring helps you make informed investment decisions.

1. Use Stock Tracking Apps

Stock tracking apps provide real-time updates and insights into your portfolio’s performance.

• Angel One app: A reliable platform for portfolio tracking.
• Moneycontrol and ET Markets: Offer stock alerts and news.
• Google Sheets: Create a custom tracker with live stock data.

2. Monitor Key Performance Metrics

Tracking specific financial metrics helps assess portfolio growth and risks.

• CAGR (Compound Annual Growth Rate): Measures yearly growth.
• P/E Ratio: Helps evaluate stock valuation.
• Portfolio Diversification: Ensures a balanced investment approach.

3. Compare Performance with Market Benchmarks

Comparing your portfolio with indices like Nifty 50 and Sensex helps measure performance.

• Benchmark against Nifty 50/Sensex: Helps evaluate returns.
• Sector-wise comparison: Identifies top-performing industries.
• Historical performance analysis: Tracks long-term trends.

4. Set Periodic Reviews

Reviewing your portfolio regularly helps adjust investment strategies based on market conditions.

• Quarterly reviews: Helps track short-term performance.
• Annual portfolio rebalancing: Ensures alignment with financial goals.
• Adjust investments based on trends: Helps optimize profits.

5. Use Professional Advisory Services

Expert advice helps improve portfolio management and decision-making.

• Financial advisors: Provide tailored investment strategies.
• Robo-advisors: Automated platforms for tracking and investing.
• Portfolio management services: Ensure optimized asset allocation.