Simplifying portfolio analysis and tracking: Tools to view, compare, and manage your investments in one place
Keeping track of investments across different asset classes, platforms, and accounts can often be time-consuming and fragmented. To help investors make more informed decisions and maintain better oversight, several digital tools now offer
consolidated portfolio views and benchmarking features
—all designed to simplify portfolio management without compromising on data accuracy or privacy.
Unified portfolio views for a holistic perspective
In today's investing environment, managing multiple asset classes such as
equities, mutual funds, and Sovereign Gold Bonds (SGBs)
can involve logging into several different accounts or apps.
Angel One's portfolio tracking tool addresses
this challenge by allowing users to monitor all their holdings together in one place—removing the need to toggle between tabs or third-party apps.
This consolidated view helps identify asset allocation gaps, track progress, and understand overall exposure—all from a single dashboard.
Managing family wealth in one view
Angel One's Family Portfolio View
makes it easier to oversee household-level finances by allowing users to securely link up to five family member accounts. With their consent, users can track all family investments—across stocks, mutual funds, and other holdings—on a single platform.
Key benefits include:
A consolidated view of household investments
Visibility into overall asset allocation
Simplified decision-making for shared financial goals like retirement, education, or legacy planning
Setting up is straightforward, and users retain full control and transparency throughout the process.
Benchmarking mutual fund performance
Understanding whether your mutual fund investments are performing in line with the market is an essential part of portfolio management.
Angel One's Portfolio Analysis
feature enables users to compare their mutual fund portfolio's returns to benchmark indices like the Nifty 50.
With visual tools and performance graphs, users can interpret:
Whether their portfolio is lagging or outperforming benchmarks
How market movements are affecting long-term returns
Whether strategy adjustments may be needed
Benchmarking equips investors with context and clarity, helping them make informed allocation and rebalancing decisions.
Making informed adjustments
Angel One's portfolio tracking tools
collectively offer users greater visibility and control over their investment journey. By centralizing insights and streamlining access across asset classes and accounts, these tools aim to help investors make smarter, data-backed choices that align with their goals.
Disclaimer - This is for educational purposes only. Investments in securities markets are subject to market risks. Please read all related documents carefully before investing. Such representations are not indicative of future results.
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