Invest smarter with the Value Research Portfolio Manager

Keeping track of your investments isn't just about knowing how much money you've made. It's about understanding what's working, what's not, and whether your portfolio is aligned with your goals. Unfortunately, many investors are still managing their investments using fragmented methods—relying on app screenshots, scattered emails or half-updated spreadsheets.

This is where the Value Research Portfolio Manager makes a real difference. As the oldest and most trusted investment tracking tool in the country, it helps you bring all your investments under one roof—accurately, effortlessly, and intelligently.

One dashboard. All your assets.

Unlike other trackers that focus only on mutual funds or stocks, the Value Research Portfolio Manager offers comprehensive coverage across asset classes. You can track:

• Mutual funds
  
• Stocks
  
• Exchange-traded funds (ETFs)
  
• Fixed deposits
  
• Bonds
  
• National Pension System (NPS)
  
• Small saving schemes

Whether you're a seasoned investor or just starting out, this tool gives you a clear, consolidated view of your entire investment universe.

Simplify mutual fund tracking

One of the most common challenges for mutual fund investors is the scattered nature of their investments. You might have SIPs running through multiple platforms, investments in direct and regular plans, or folios across different AMCs.

With the Portfolio Manager, you can bring all your mutual fund holdings together, no matter where you invested. Upload your CAMS or KFintech statement—or enter details manually—and the system updates everything automatically. Live NAVs, fund performance and portfolio changes- it tracks everything in real time.

Most accurate in tracking your stock portfolio

What sets the Value Research Portfolio Manager apart, especially for stock investors, is its depth of tracking and calculation. Most tools simply record your buy and sell prices and show a basic return.

We go further.

• Dividends are accounted for
  
• Bonuses and rights issues are factored in
  
• Mergers and demergers are tracked accurately
  
• Real returns are calculated, not just price movements

This means your stock portfolio reflects your true gains, not just your trading activity.

Know what's working and what's not

Once your portfolio is set up, you get much more than a performance summary. You get insights:

• Time-weighted returns and XIRR to reflect performance over time
  
• Asset allocation reports that show how your money is distributed
  
• Fund and stock overlap detection, helping you avoid concentration risks
  
• Performance benchmarking, so you can see how you're doing against the market or a custom target

You'll also be able to spot laggards in your portfolio, giving you a chance to make course corrections well in time.

Tax season made easy

At tax time, the Portfolio Manager becomes your best friend. You can download detailed capital gains reports, including long-term and short-term capital gains, with indexation where applicable. This takes the headache out of tax filing and ensures you're not paying more than you need to.

Take control of your investments

Tracking your portfolio isn't just a good habit—it's a critical step toward financial success. When you know exactly how your investments are performing, you can make smarter decisions, stay disciplined during market ups and downs, and reach your financial goals faster.

The Value Research Portfolio Manager is built for investors who want clarity, accuracy and control—without the complexity.

Start today. It's free!

It takes just a few minutes to set up your portfolio, and it's completely free to use. If you already have a Value Research account, simply log in and go to the Portfolio section. If not, sign up and get started.

Let your investments work smarter for you.

Start tracking your portfolio with the tool trusted by millions.

Also read: Demerger drama: Kabir Suri's portfolio gets a reality check

This article was originally published on May 05, 2025.