How do I track my stock portfolio performance on a trading app?

To track your stock portfolio performance on a trading app, simply log in to your account and navigate to the "Portfolio" section. Here, you can view the real-time value of your stocks, monitor changes in their prices, and analyze the overall performance of your investments. Most apps also offer features like setting alerts, reviewing transaction history, and accessing detailed performance charts for better tracking.

1. Log In to Your Trading App

First, open your trading app (such as Angel One, Zerodha, Upstox, etc.) and log in using your username and password. Once logged in, you'll land on the home screen or dashboard where you can easily navigate to the "Portfolio" section to track your stocks.

2. Access Your Portfolio

After logging in, go to the "Portfolio" section. This is where all your holdings will be displayed. You can see details like the stocks you own, the number of shares, and the market value of each stock. Most apps show the current value of your stocks, investment value, and unrealized gains/losses based on market fluctuations.

3. Track Real-Time Stock Prices

The app provides real-time stock prices for the stocks in your portfolio. This means you can instantly see how much each stock is worth and track price fluctuations throughout the day. You'll also see the percentage change for each stock, allowing you to quickly assess if a stock is going up or down.

4. Analyze Performance Over Time

To understand the growth of your portfolio, most trading apps show detailed performance charts. These charts allow you to compare the performance of your investments over different timeframes such as 1 day, 1 week, 1 month, and 3 months. You can easily spot trends and identify which stocks are performing well or need attention.

5. Set Alerts for Price Changes

Most apps allow you to set price alerts for your stocks. You can specify a price point or a percentage change, and the app will send you notifications when your stock reaches the specified value. This is particularly useful for keeping track of market movements without constantly checking your phone.

6. Review Transaction History

To track your buying and selling activities, you can access the Transaction History or Trade History section. This feature displays all your past trades, including the purchase price, sale price, and profit or loss from each transaction. Reviewing this data helps you evaluate your trading strategy and adjust it if necessary.

7. Track Dividends and Corporate Actions

If you're holding dividend-paying stocks, the app will track the dividend payouts you receive. Similarly, if there are any corporate actions like stock splits, bonus issues, or mergers, the app will notify you and reflect the changes in your portfolio.

8. Assess Your Portfolio Allocation

You can also see how your portfolio is allocated across different sectors and stocks. This is useful for assessing your diversification and making sure you’re not overly exposed to one stock or sector. Many apps show pie charts or tables that break down your investments into different asset classes, industries, or sectors.

9. Conclusion

Tracking your stock portfolio on a trading app is essential for keeping an eye on your investments. With real-time stock price updates, performance charts, price alerts, and transaction history, you can make informed decisions to optimize your portfolio. By using these features, you’ll have a clear view of your investment performance and can stay ahead in the market.