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i/stocks

  • shubham_mishra

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    5 months

    Single Portfolio Investment Tracker for Self + family Demat accounts

    Hi All, I manage my self + family member demat accounts (all the investments are mine but split in various accounts) I am looking for a stocks investment portfolio tracker where i can bring in all of them and track in one place. i.e from different broker and different accounts. I dont want to do any transactions here but just track them only. Eg: Person A with broker Zerodha, Person B with broker Groww hold HDFC then all comslidated and shown. Is there such a tracker out there? if not any suggestions on how I can achieve this. The reason I need this is to get a consolidated view of where the investment are now sector wise and to have some tax harvestation/loss booking. Kuvera has something like this for MFs, i need for stocks. Please help, thanks in advance
    5

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