Understand holdings, costs, allocation, and the limits of a current portfolio view. These eight educational guides explain the calculations without recommending investments.
By HoldingsTracker Pro · Organization author. Product documentation and worked examples for the HoldingsTracker Pro browser extension. No investment recommendations.
Calculate largest-position and top-three weights, model a transparent price shock, and identify hidden overlap without inventing universal allocation limits.
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Read guide: Portfolio concentration: measure top holdings and test a simple shockWork through gross and net P&L, hypothetical buy and sell costs, break-even price, and the difference between transaction costs and income tax.
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Read guide: Profit and loss after charges: calculate net results without double countingFollow one partial-sale example through realised P&L, remaining unrealised P&L, fees, and a cash-and-value reconciliation.
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Read guide: Realised vs unrealised profit: separate sold shares from open holdingsBuild a current-value sector breakdown, handle unclassified holdings, and distinguish sector weights from profit contribution and whole-wealth exposure.
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Read guide: How to calculate sector allocation and read a portfolio breakdownSeparate a current holdings snapshot from dated records, external cash flows, drawdowns, and annualised return calculations with a worked example.
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Read guide: Portfolio snapshot vs history: why a higher balance is not always a returnCompare current-view trackers, maintained spreadsheets, and broker reports using one worked review workflow and transparent limits on history and records.
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Read guide: Portfolio tracker vs spreadsheet vs broker: choose a workflow, not a replacementCalculate a quantity-weighted purchase price, verify it with a worked example, and understand why remaining holdings can differ after FIFO sales.
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Read guide: Weighted average share price: purchases, partial sales, and FIFO explainedA repeatable holdings review: check quantities, reconcile cost and current value, inspect allocation, and separate a live snapshot from portfolio history.
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Read guide: How to review your Zerodha holdings without confusing value and returns