Are you an investor juggling trades with multiple brokers? Looking for a reliable, manual record-keeping solution that ensures no foul play? Tracker Guru presents the Stock Portfolio Tracker – an all-in-one solution designed to help you manually record, monitor, and reconcile your stock trades across multiple brokers, ensuring complete accuracy and control over your investments. Say goodbye to discrepancies and digital errors, and experience total transparency with this comprehensive portfolio management tool.
Full Control Over Your Investments – No More Guesswork!
With Tracker Guru's Stock Portfolio Tracker, you’ll have complete control over all your stock trades and investments, eliminating the possibility of digital errors. Since all entries are manually recorded, you can rest assured that the data is 100% accurate and trustworthy.
Product Features:
1. Track Your Full Stock Portfolio Across All Brokers
This powerful tracker allows you to consolidate all your stock trades under one roof. Whether you're using multiple brokers or just one, you'll have a centralized view of your total investments, total market value, day’s gains/losses, unrealized and realized profits, all at your fingertips.
2. Manual Data Entry for Ultimate Accuracy
By entering stock trades manually, you eliminate any chance of digital errors or manipulations. This allows you to confidently reconcile your data with the reports provided by your brokers, giving you peace of mind in case of any discrepancies.
3. Broker List for Privacy and Anonymity
Using the Broker List option, you can add and manage the nicknames of all the brokers you’re working with, ensuring your privacy. With options to add, edit, and delete broker names, you’ll always have a flexible, secure way to track each broker without exposing sensitive information.
4. Detailed Stock Portfolio Overview
On the Stock Portfolio page, you'll find all the critical details about your investments neatly organized:
This top-level view provides a comprehensive snapshot of your stock portfolio across all brokers.
5. Add New Stock Transactions with Ease
Using the "Add Stock Transaction" button, you can quickly enter new trades by selecting the broker, stock name, buy/sell quantity, date, and amount. You can even specify whether it was an NSE or BSE transaction. This ensures that all your transactions are accurately logged for future reference.
6. Import Stock Trades from Excel
For those using this product for the first time, the Import from Excel feature makes it easy to transfer existing stock trade records into the system. This seamless transition ensures you don’t lose any previous data.
7. Funds In and Out from Brokers – Track Every Deposit and Withdrawal
Keep an accurate record of all the funds you've deposited with or withdrawn from each broker. The Funds In and Out from Brokers feature provides a clear summary of your total deposits and withdrawals, helping you stay on top of your capital movements.
Tracker Guru is an all-in-one tracking platform for all records related to an individual and his family memebers. One can join as per his need.
Chat on whatsapp