Portfolio Tracking
Track your investments with NAV-based returns.
The workflow
Import your holdings or describe them to the agent. Jetro tracks your portfolio using a mutual-fund-style NAV system, so you get clean performance numbers even when you add or withdraw funds. Works for stocks, crypto, mutual funds, or any mix of assets.
What you’d say
"Create a portfolio with these 10 stocks and their weights. Starting capital is 5 lakhs."
"Show me my portfolio performance vs Nifty 50 over the last year."
"I added 1 lakh last week. Update the portfolio and recalculate returns."What you get
- Portfolio dashboard with current holdings, allocation, and NAV
- Performance charts comparing your returns against a benchmark
- Clean TWRR and XIRR calculations that handle cash flows correctly
- Rebalancing suggestions when your allocation drifts from targets