How to Track Your NSE & BSE Portfolio in One Dashboard

The problem with multiple broker apps

Indian investors commonly hold NSE equities with one broker, SIP mutual funds with another platform, and US or crypto exposure elsewhere. Each app shows only its slice. You never see total allocation, true sector concentration, or whole-portfolio P&L without manual spreadsheets.

Spreadsheets break when you travel, miss a week of price updates, or add a new asset class. A unified dashboard tied to live market data solves maintenance — you focus on decisions, not copy-paste.

Capitallytics was built for this exact fragmentation: one dashboard for NSE, BSE, global stocks, ETFs, crypto, gold, and SIP funds.

What to track in an Indian portfolio dashboard

At minimum, track symbol, quantity, average purchase price, current price, market value, unrealized P&L, and allocation percentage. For SIP funds, record plan name, units or amount, and category (large cap, flexi cap, etc.) to avoid double-counting overlapping exposure.

Indices context helps: when NIFTY 50 rises 0.6% but your portfolio is flat, your weights differ from the benchmark — that insight is invisible inside a single-broker view. Capitallytics market briefs show NIFTY, SENSEX, and Bank Nifty alongside your holdings.

Optional but valuable: trade dates, snapshots for month-end reviews, and public sharing links when you want accountability without exposing login credentials.

Step 1 — Create your Capitallytics account

Sign up free with email or Google at capitallytics.com. No credit card is required for core portfolio tracking. Complete signup and land on the portfolio page — your empty dashboard is ready for holdings.

Set display currency to INR if you primarily invest in India. You can still hold USD-listed positions; the dashboard converts for rollup views while preserving per-line currency detail.

Step 2 — Add or import holdings

Manual entry: search the instrument catalog for RELIANCE, TCS, HDFC Bank, or any supported NSE/BSE name. Enter quantity and purchase price. Repeat for each position.

Bulk import: export CSV, Excel, or PDF from Zerodha, Groww, Angel One, or other brokers. Upload to Capitallytics import, review symbol matches, and confirm. This is the fastest way to onboard an existing book.

Add SIP mutual funds from the SIP & Mutual Fund directory on the calculators page, then track them in the portfolio SIP section for systematic plans.

Step 3 — Monitor live P&L and allocation

Open your portfolio dashboard to see total value, profit/loss, return percentage, allocation pie chart, and holdings table. Prices refresh from live providers; use manual refresh during fast markets.

Use period P&L (daily, weekly, monthly) for reviews without obsessing over intraday noise. Trade calendars document when you added risk — useful during drawdown retrospectives.

Enable public portfolio sharing only if you want a read-only link for communities or mentors. Private data stays protected with authentication and row-level security.

Best practices for NSE/BSE tracking

Reconcile imports after every major trade batch — stale portfolios mislead allocation decisions. Review quarterly whether direct stocks duplicate sectors already covered by mutual funds.

Pair dashboard tracking with SIP and retirement calculators so forward plans match backward performance. Capitallytics keeps planning and monitoring in one platform.

If you manage family portfolios, use separate accounts per person for clean books — do not mix tax entities in one login.