Stock Portfolio Tracker
Track your stock portfolio performance and calculate total returns.
Add Stocks to Portfolio
Stock 1
Portfolio Summary
Total invested—
Current value—
Total gain/loss—
Return percentage—
Portfolio Details
| Stock | Quantity | Buy Price | Current Price | Invested | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|
| Add stocks and calculate to see details | |||||||
Using the portfolio tracker
Track multiple stocks to see your overall portfolio performance and individual stock returns.
Calculations:
Tips:
• Update current prices regularly to track performance
• Add dividends separately to calculate total returns
• Consider transaction costs for accurate calculations
• Diversify across sectors to reduce risk
• Track both individual stocks and total portfolio
Invested = Quantity × Buy PriceCurrent Value = Quantity × Current PriceGain/Loss = Current Value - InvestedReturn % = (Gain/Loss / Invested) × 100Tips:
• Update current prices regularly to track performance
• Add dividends separately to calculate total returns
• Consider transaction costs for accurate calculations
• Diversify across sectors to reduce risk
• Track both individual stocks and total portfolio
FAQs
How often should I check my portfolio?
Weekly or monthly is fine for long-term investors. Daily checking can lead to emotional decisions. Focus on long-term trends.
What's a good portfolio size?
Start with 3-5 stocks, grow to 10-15 for good diversification. Too many stocks (20+) become hard to track.
Should I include dividends?
Yes! Dividends are part of total return. Add them manually to your investment value or track separately.
How do I track bonus and right shares?
Add bonus shares to quantity (no cost). For right shares, add as new purchase at the right share price.
What's a good return for Nepal stocks?
Long-term (5+ years): 12-18% is good. Short-term varies widely. NEPSE can be volatile, focus on quality companies.