Manage your finances in one place with Invest Yadna's portfolio tracker tool.

If you look at the term literally, a portfolio is where you present all your data. The definition is- A portfolio is a collection of financial investments like stocks, bonds, commodities, cash, and cash equivalents, including closed-end funds and exchange-traded funds (ETFs). People generally believe that stocks, bonds, and cash comprise the core of a portfolio. At Invest Yadnya, you can build your portfolio trackers that include some really helpful and new features. As the public is becoming more aware of investments and seeking better financial stability through them, it is essential to have a portfolio tracker where you can keep a check on all your financial investments and commodities.

: The world around us seems like a better place when all our finances are in line and managed, and at Invest Yadnya, we work towards giving you that satisfaction. An investment portfolio goes a long way. We have various ready-made portfolios created for each of you there. Whether you are a rowdy risk-taker or a person who thinks twice before investing, a newbie or a player in the share market, you will find a managed portfolio that will relate to you at Invest Yadnya. Having investment portfolios is one thing while keeping a track of it is another and can be a tedious task. Say no more! Now you can track all your investments and other cash equivalents in one place and brownie points for those extra perks with our investment and mutual fund tracker. Our full-fledged best investment portfolio tracking tool will help you in more than one way while keeping you updated about your financial asset status. Here is why we claim we have the best portfolio tracking tool in India-

Complete investment portfolio tracker

: Track your Stocks, Mutual Funds and other Fixed Income Assets or cash equivalents with a hassle-free process with Invest Yadnya's stock portfolio tracker and mutual fund portfolio tracker.

Track Multiple Portfolios

: We understand that you can have more than one portfolio, and you probably want to keep them apart. You have the facility to track your portfolios individually with the help of our online portfolio tracker. Different portfolios for different goals or different family members is not a problem here. After all, we know the more, the merrier.

Private & Secure Wealth Tracking

: Money is a matter of trust that we value that above no one else. When we say we are the best, we make sure to keep your best interest in our minds. Your data is in safe hands with InvestYadna mutual fund portfolio tracker. Without any doubt, we understand that Yadnya is storing your sensitive data, and protecting it is our highest priority and your top-most important right. We never share your information with any third party or sell your data. In privacy, we trust.

CAMS, NSDL or CDSL file format support

: Now save yourself from the gruesome task of typing data for hours with our investment tracker. InvestYadna's investment portfolio tracker India provides you with the comfort of uploading your docs instead of typing. Now upload your latest CAMS, NSDL or CDSL reports for an easy, hassle-free, and quick process and keep your profile and yourself updated.

Track latest Stock News and Research

: We have not only updated ourselves, but we believe in updating you too. You should know the pattern of your stocks and have access to all the information and latest trends in the stock market. With the help of our investment portfolio tracking, access to the latest Stock & MF* news & research, which are in your portfolio.

Latest Transaction Statement & Tax Statement

: It is vital to keep a track record, especially when it comes to finances. Our latest and the best portfolio tracking tools allow you to Excel download your transaction statement & Capital Gain statement easily in one place.

Find everything you will ever need when it comes to investments at Invest Yadnya.

: Invest Yadnya is an e-learning platform engaged in educating & simplifying the contents based on personal finance through our investment blog and model portfolio for all individuals. We being an investment academy, provide a stock analysis tool that has combined technology with financial planning expertise to assist an individual in meeting their financial objectives. We believe in making your life easier, so we have everything you might need when it comes to finances under one roof. We help our clients do extensive research on 950+ companies like tata motors, Cipla, oracle, etc. From ready-made portfolios & a stock portfolio tracker to equity research tools and Stock research tools in India. We think that financial literacy is one of the most important education out there, and so we believe in doing our bit to promote it. We provide you with the best managed portfolios and ready made stock.