Stock Portfolio Analyzer
Import your holdings to calculate each stock’s share of your total portfolio value.
Import portfolio spreadsheet
Supported formats: .xlsx, .xls and .csv. Expected headers: Name, Quantity, Avg Price, Current Price. Other values are recalculated.
Total invested
₹0.00
Cost of holdings
Current portfolio value
₹0.00
Based on current prices entered
Total P&L
₹0.00
0.00% return on invested amount
Stocks held
0
No holdings loaded
Portfolio holdings
Click any column heading to sort. Default: highest portfolio weight first.
Your portfolio will appear hereUpload a spreadsheet or load the sample portfolio to get started.
Edit Quantity, Avg Price or Current Price directly in the table. Values and weights update automatically. Prices are not fetched live; enter or import your latest prices.
Allocation summary
Weights use current market value, not invested amount.
Allocation will appear when holdings are added.
Section B: SIP Planning
Enter the total amount you plan to invest. The calculator allocates it by portfolio weight and rounds share quantities down to whole shares.
Example: ₹1,00,000 × 25.26% = ₹25,260 target allocation. At ₹3,105.20 per share, the quantity to purchase is 8 shares.
Total amount available
₹1,00,000.00
Your planned investment
Total amount invested
₹0.00
Whole-share purchases
Uninvested balance
₹0.00
Remaining after whole-share purchases
Target portfolio weights: 0.00%
SIP planning will appear when holdings are added.
For each stock: target allocation = total amount available × portfolio weight; quantity to purchase = floor(target allocation ÷ current price); actual investment = quantity × current price. Brokerage, taxes and other charges are excluded.