Say my family has holdings in zerodha, ICICI, and UpStox etc.
Now, I want to consolidate these holdings in an excel and summarize to to make better decision.
Is there any tool, excel developed by anyone here? I would prefer it as an excel sheet so that I don’t have to share the data with some website. Also, I should be able to update it easily frequently - may be weekly.
I use Google sheets. It is very helpful for tracking. These are the columns i use for data entry,then i run a pivot to view the summary. Hope this helps
REASON TO ENTER
Name LTP - This comes from formula =GOOGLEFINANCE(cell reference,“price”)
REASON TO EXIT
The issue is I have 6 pfs to track. A total of 200 stocks. Some are in Zerodha and some are in ICICI Direct. I am told ICICI Direct uses non-standard stock symbols (how can SEBI allow this - aah, I mss @ Sebi and @icicidirect and #horrible-practice).
And, mostly stocks are bought regularly in very small qty like SBP (Systematic Buying Plan - yes my invention ) .