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Digital · instant delivery
Investment Portfolio Tracker
XIRR across every holding, with allocation drift and rebalancing bands.
₹1,799
Plus GST 18%
- Delivery
- Instant download after payment
- Format
- XLSX · 1.7 MB
- Downloads
- 5 per purchase
- SKU
- MW-DIG-006
About this download
Most portfolio tracking stops at "what is it worth now". This one computes XIRR across dated cashflows for each holding and for the portfolio as a whole — the only return measure that is honest when money has gone in and out at different times.
It also tracks allocation against your target, with rebalancing bands, so drift is visible before it becomes a decision you make by accident.
What is included
- XIRR per holding and portfolio-wide
- Dated cashflow log
- Target vs actual allocation with drift bands
- Asset class and instrument breakdown
- Annual contribution and withdrawal summary
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