Equitymaster's Portfolio Tracker Tutorials

Equitymaster's Portfolio Tracker has been designed to help you track your stocks and mutual fund portfolios with relative ease and comfort.

1. Stocks

   • How To Add a New Portfolio

     Portfolio Tracking has never been so simple! You can add multiple portfolios to the Equitymaster's Portfolio Tracker using the 'Add a new Portfolio' feature and track the performance of your Portfolios efficiently. Click here to know more on How to Add a New Portfolio.

   • How To Buy a Stock?

     If you have purchased a new stock (or purchased more quantity of an existing stock) and wish to update your Portfolio Tracker, then all that you need to do is use the 'Buy' feature. The Buy option will enable you to add new stocks to your Portfolio. Click here to know more about the two methods.

   • How to Edit a stock transaction?

     Entered a wrong quantity against a stock or selected a wrong date for the stock? No worries. You can simply modify the transaction on the basis of Quantity, Date and Price using the 'Edit' feature and update your Portfolio. Click here to know more on How to Edit a Stock transaction.

   • How To Delete A Stock?

     Want to remove a stock from the Portfolio permanently? You can now simply delete it from your Portfolio Tracker using the 'Delete' feature. What's more, once a stock is deleted, the transactions will not even be reflected in the Portfolio Tracker. Click here to know more about this feature.

   • How To Sell a Stock?

     If you have sold a stock (or some quantity of a stock) and wish to update your Portfolio Tracker accordingly, then all that you need to do is use the 'Sell' feature. Click here to know more on how to sell a stock.

   • How to import stocks from Excel?

     Tired of entering stocks manually to the Portfolio Tracker? You can simply use the Import Stocks from Excel feature and import the stocks directly from your account to the Portfolio Tracker. There are two ways to import stocks from excel - you can either import the stocks to existing portfolio or can import them to a new portfolio. Click on the links provided above to know more about the two methods.

   • How to add a Dividend to a stock?

     You can update your Portfolio with the dividends that you have received from your stocks using the Dividend option. All you need to do is login to your Portfolio Tracker and update your portfolio by making a consolidated entry of the Dividends. Click here to know more on how to enter a Dividend.

   • How to Create a Group Portfolio?

     When creating multiple portfolios in the Portfolio Tracker, you may find it difficult to keep track of all of them. In order to help you organize multiple portfolios, the Portfolio Tracker has a feature that allows you to create Group Portfolios. Click here to know more about this feature.

   • How to Delete a Portfolio in the Portfolio Tracker?

     You may have created a temporary portfolio to track certain stocks or may have sold off the stocks in an old portfolio or accidently created a duplicate portfolio. The Portfolio Tracker allows you to delete an unwanted portfolio from your list of portfolios. Click here to find out how.

2. Mutual Funds

   • How To Add a New Mutual Fund Portfolio

     You can add multiple mutual fund portfolios to the Equitymaster's Portfolio Tracker using the 'Add a new Portfolio' feature and track the performance of your mutal funds efficiently. Click here to know more on How to Add a New Mutual Fund Portfolio.

   • How To Buy a New Scheme in Mutual Fund Portfolio?

     If you have purchased a new scheme (or purchased more quantity of an existing scheme) and wish to update your Portfolio Tracker, then all that you need to do is use the 'Buy' feature. The Buy feature will enable you to add new schemes to your Portfolio. Click here to know more about the two methods.

   • How To Edit a Mutual Fund Transaction?

     Entered a wrong quantity against a scheme or selected a wrong date for the scheme? No worries. You can simply modify the transaction on the basis of Quantity, Date and Price using the 'Edit' feature and update your Portfolio. Click here to know more on How to Edit a Mutual Fund transaction.

   • How To Delete A Scheme?

     Want to remove a scheme from the Portfolio permanently? You can now simply delete it from your Portfolio Tracker using the 'Delete' feature. What more, once a scheme is deleted, the transactions will not even be reflected in the Portfolio Tracker. Click here to know more about this feature.

   • How To Sell a Scheme from a Mutual Fund Portfolio?

     If you have sold a scheme (or some quantity of the scheme) and wish to update your Portfolio Tracker accordingly, then all that you need to do is use the 'Sell' feature. Click here to know more on how to sell a scheme.

   • How to import schemes from Excel?

     Tired of entering schemes manually to the Portfolio Tracker? You can simply use the Import schemes from Excel feature and import the schemes directly from your account to the Portfolio Tracker. There are two ways to import schemes from excel - you can either import the schemes to existing portfolio or can import them to a new portfolio. Click on the links provided above to know more about the two methods.

   • How to add a Dividend to a scheme?

     You can update your Portfolio with the dividends that you have received from your Mutual Fund using the Dividend option. There are two ways to receive a Dividend. You can either receive them in cash or receive them in units. Click here to know more about these methods.

   • How to add a SIP to the Portfolio?

     You can now keep a track of your SIPs with the help of Portfolio Tracker. All that you need to do is, enter the SIP details and add them to your Portfolio. There are two ways to add a SIP to your Portfolio. You can either add a new SIP to know more about these methods. or add more quantity to an existing SIP. Click on the corresponding links to know more about the two methods.