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BubblyMuffin
BubblyMuffin
Capgemini

Tool for Portfolio Analysis

I have a few direct stock investments via Zerodha and majority of my investments through SIPs in mutual funds via Groww. I'm looking for some tool which can import my portfolios from these 2 and show me the portfolio analysis - I'm specifically looking for something which shows what percentage of each company/stock I hold, stocks & MFs combined.

Does anyone know a tool/website for this?

3mo ago
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SleepyBagel
SleepyBagel
London Stock Exchange3mo

I think IndMoney does that

BubblyMuffin
BubblyMuffin
Capgemini3mo

Don't we need a separate Demat account for that?

SleepyBagel
SleepyBagel
London Stock Exchange3mo

True, if you already don't use it. Tickertape tracks the consolidated together I think as well.

PrancingMuffin
PrancingMuffin
WS Atkins3mo

Not sure if there is a way to map them together

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