TrackPortfolio turns your actual investments into answers: what averaging would cost, how a crash could affect your plan, whether your funds secretly overlap, and what another fund would have returned on the same dates.
Choose the decision you are facing and see exactly how TrackPortfolio helps.
Swipe to explore all six →
Set a target NAV and calculate the required capital, new units, and capital load.
Downside planning→Stress-test the fall before it happens and estimate the recovery capital.
NAV context→Explore 30-day to 5-year trends and find earlier matching NAV periods.
Alternate path→Replay the same amounts on the same dates into another scheme.
Diversification→See repeated companies, overlapping fund pairs, and weighted exposure.
SIP timing→Test dates 1 through 28 and inspect the month-by-month portfolio journey.
Each tool shows its assumptions and calculation using your portfolio data. Figures below are illustrative examples, not live account data.
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Move from a 30-day view to five years, compare current NAV with your average and ATH, and find earlier dates near today's NAV.
Enter a target average or investment budget and see the required capital, units purchased, new average NAV, and capital load.
Model different falls from your average NAV and see what investment would be required to recover part of that cost-basis gap.
Replay the exact dates and amounts from a fund you hold into another scheme, then compare current, ATH, ATL, and every transaction.
Rank overlapping fund pairs and repeated stocks using both repetition and weighted exposure across your actual portfolio.
Test every date from 1 to 28 over the same duration and amount, rank the outcomes, and inspect the month-by-month portfolio journey.
Follow the market, inspect the fund universe, and review institutional activity without switching products.
8 broad, sectoral & thematic NSE indices moving through the session.
Browse tracked funds across fund houses, valued against the latest AMFI NAV.
Returns, NAV journey, averaging impact, crash recovery, and transaction history.
Category-wise browsing across the full fund universe.
Monthly institutional flow with current directional streaks.
MMTC-PAMP led gold & silver benchmark tracking.
Your invested dates and amounts establish the real capital journey.
Each calculation uses the NAV available on the relevant historical date.
Fund constituents expose repeated stocks and hidden concentration.
See the calculation, assumptions, and month-by-month result before acting.
Your portfolio workspace stays behind secure sign-in access.
Indices refresh through the session. Fund NAVs update once AMFI publishes them.
Comparisons use your transactions; overlap uses the stocks inside your funds.
Use your own holdings to test averaging, plan for a fall, inspect NAV history, compare funds, check overlap, and analyze SIP timing.