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

Tracking the performance of your stock portfolio is a crucial part of active trading. By using the right tools available on a trading platform, you can easily monitor your investments, identify trends, and make data-driven decisions. In this blog, we’ll walk through how you can track your stock portfolio performance on trading platforms like Angel One, Zerodha, Upstox, and more.

1. Log into Your Trading Platform

To begin tracking your portfolio, first, log into your trading platform. Most modern platforms, such as Angel One, Zerodha, and Upstox, offer a user-friendly dashboard where you can manage your investments.

Once logged in, you will find a section for your portfolio, often labeled as **"My Portfolio"** or **"Investments"**. This section provides an overview of your current holdings and their performance.

2. View Portfolio Overview

The portfolio section typically displays an overview of your entire portfolio, including:

• Total Value: This shows the combined value of all your investments, including stocks, mutual funds, bonds, etc.
• Unrealized Gains/Losses: This indicates how much profit or loss you are making based on the current market value of your stocks.
• Investment Distribution: A breakdown of how your investments are spread across various assets (e.g., stocks, sectors).

For example, on platforms like Angel One, you can see how your stock holdings are performing in real-time, including any fluctuations in value throughout the day.

3. Track Real-Time Stock Price Updates

One of the most important features for active traders is the ability to track the real-time prices of the stocks in your portfolio. Most trading platforms update stock prices every few seconds to reflect the current market movements.

• Live Price Feed: Platforms like Angel One and Upstox offer live stock price feeds, ensuring you get the latest price for all your holdings.
• Price Change Alerts: You can set up alerts to notify you when a stock reaches a certain price or changes by a specific percentage. This can help you stay on top of key price movements.
• Percentage Gain/Loss: The platform will show you the percentage change in the stock price from the time you purchased it, giving you a quick overview of its performance.

4. Monitor Individual Stock Performance

On most platforms, you can also drill down into the performance of each individual stock. Here's what you can track for each stock in your portfolio:

• Stock Price: The current price of the stock.
• Change in Price: This shows how much the stock price has changed during the day.
• Portfolio Allocation: The percentage of your total portfolio that each stock represents.
• Profit/Loss: Realized and unrealized gains/losses on each stock.

For example, in the Angel One platform, you can click on each stock in your portfolio to get detailed charts and data on its historical performance, as well as how it has been performing over different time periods.

5. Use Advanced Analytics Tools

Most platforms offer advanced tools for detailed portfolio analysis. These tools can help you evaluate your portfolio’s overall performance and risk. Some features to look for include:

• Technical Indicators: Use charting tools that allow you to track technical indicators like Moving Averages, RSI, Bollinger Bands, etc., to analyze your stocks.
• Risk Management Tools: Some platforms provide risk management tools, such as stop-loss orders, to help you mitigate losses.
• Portfolio Rebalancing: This tool helps you assess whether you need to adjust the weight of certain stocks or sectors in your portfolio.

On platforms like Upstox, you can access a variety of technical indicators and market data to get detailed insights into how your stocks are performing.

6. Set Up Alerts for Important Updates

Setting up alerts for your stocks is a great way to stay updated without constantly checking your portfolio. Alerts can notify you when:

• Stock Prices Reach a Target: If your stock reaches a certain price, you can get an alert to make quick decisions.
• Major News or Events Occur: Some platforms send alerts regarding corporate actions (e.g., dividend announcements, stock splits) or significant market news affecting your portfolio.

Most platforms, including Angel One, allow you to easily set up such alerts directly from your portfolio page.