Stocks

Track Indian stock holdings across brokers — quantity, average buy price, and current price for P&L.

Last reviewed 2026-07-15

Stocks tracking lets you record equity positions across brokers in one place. Each holding stores symbol, quantity, average buy price, and current price so invested value and P&L stay clear.

Why it exists

Broker apps only show that broker. Invesh lets you keep multiple broker sleeves under one Stocks dashboard and roll them into the Wealth Dashboard.

How tracking works

ConceptMeaning
AccountOne broker sleeve (nickname + broker)
HoldingOne stock position (symbol, qty, avg buy, current price)
InvestedQuantity × average buy price (summed across holdings)
Current valueQuantity × current price
Gain (P&L)Current value − invested

This is a holdings-based tracker. Valuation is manual — you update current price yourself to refresh P&L. See Tracker behaviors: Stocks.

What you need to start

  • Broker name
  • Stock symbol
  • Quantity, average buy price, and current price

Client ID and demat BO ID are optional.

Keeping P&L current

  • After buys or sells, edit quantity and average buy price
  • Update current price anytime to refresh P&L (there is no automatic live price feed)
  • If you sell out a position, delete the holding — that also removes its activity history (Invesh does not keep a separate realised-P&L archive for deleted holdings)
  • Use bulk holdings when adding many rows at once
PreviousBank AccountTrack bank balances with simple dated snapshots — no need to log every debit and credit.NextMutual FundsTrack mutual fund holdings across platforms — units, average buy NAV, and current NAV for P&L.