Self. Spouse. HUF. One portfolio view.
Import a holdings statement for each demat account in your household and StockTracker merges them into one live, consolidated portfolio — cost-weighted, allocation-aware, and filterable to any single account in one click.
Your whole household, consolidated
Stop rebuilding a shared spreadsheet every time one account changes.
Every account in one place
Import a statement for each demat account in your household. Self, spouse, HUF — they all land under one login, labelled and ready to consolidate.
One true position, cost-weighted
When the same stock appears in two accounts, StockTracker merges the quantities and computes a blended average cost. Your IRR and margin of safety reflect the actual household position.
Drill into any account in one click
Need to isolate your HUF for tax time? One account filter and you see only that account's holdings — allocation, P&L, and valuation metrics all recompute for the slice.
Data
Import Holdings
Import a Zerodha holdings statement. Each statement is a snapshot for one account; re-importing an account replaces its existing holdings.
Zerodha Console → Reports → Holdings → Download as Excel. The account is detected automatically from the statement. You can select multiple files (e.g. one per account).
holdings-SELF (18).xlsx
22.2 KB
holdings-SPOUSE (23).xlsx
23.3 KB
Review how each statement will be imported into Holdings.
How import works:
- The account is auto-detected from the statement's Client ID.
- Re-importing an account's statement replaces its holdings.
- Consolidated view sums positions across all accounts; filter by account on the dashboard.
- New stocks are added to your portfolio automatically.
| Company | Stars | Qty | Avg Buy | CMP | Cost | Cur. Value | P&L % | P&L ₹ | Target Buy | MoS% | Base | Bare |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ★★★★ | 1,460 | 1,786.98 | 1,996.9 | 26,08,990 | 29,15,474 | +11.7% | +3,06,484 | 1,775 | -13% | 17.5% | 1.7% | |
| ★★★★ | 2,780 | 1,074.69 | 1,208.5 | 29,87,641 | 33,59,630 | +12.5% | +3,71,989 | 1,370 | 12% | 17.4% | 11.3% | |
| ★★★★ | 11,150 | 188.41 | 176.71 | 21,00,729 | 19,70,317 | -6.2% | -1,30,413 | 135.9 | -30% | 21.7% | 15.5% | |
| ★★★★ | 3,985 | 733.89 | 710.6 | 29,24,546 | 28,31,741 | -3.2% | -92,805 | 800 | 11% | 19.2% | 8.8% | |
| ★★★★ | 4,000 | 353.72 | 348.1 | 14,14,894 | 13,92,400 | -1.6% | -22,494 | 510 | 32% | 42.0% | 27.0% | |
| ★★★★ | 8,020 | 173.77 | 180.11 | 13,93,639 | 14,44,482 | +3.6% | +50,844 | 199.67 | 10% | 41.1% | 26.2% | |
| ★★★★ | 1,150 | 1,392.87 | 1,740.0 | 16,01,801 | 20,01,000 | +24.9% | +3,99,199 | 1,520 | -14% | 19.0% | 6.4% | |
| ★★★★ | 4,130 | 574.24 | 538.85 | 23,71,616 | 22,25,451 | -6.2% | -1,46,166 | 610 | 12% | 31.2% | 14.8% |
Numbers are randomly generated for visualization only. Company names and account identifiers are masked.
Real StockTracker screens — importing two Zerodha statements (top) and the consolidated household portfolio with account filter (bottom). Names and account IDs masked for privacy.
How to do this in StockTracker
From scattered broker statements to one household portfolio view — in minutes.
Import each account's holdings statement
Download the statement from your broker (Zerodha and more supported) and upload once per account. StockTracker auto-detects the account from the file — no manual labelling needed.
Label accounts for the household
Name each account something clear — 'Self', 'Spouse', 'HUF'. StockTracker keeps them separate under the hood while showing a consolidated total on the dashboard.
Watch the consolidated portfolio update live
The dashboard adds up every account's positions. P&L, allocation health, margin of safety, and IRR all reflect the combined household view, recomputed against live prices.
Filter to one account when you need the detail
Tax workings, a spouse's review, an HUF audit — tap the account filter and the dashboard slices to just that account. One click back to the full view.
Explore more
Frequently asked questions
- Can I track accounts from different family members in one place?
- Yes. Import a holdings statement for each account — your own, your spouse's, your HUF's, or any other. StockTracker labels each account and merges them into a single consolidated view, cost-weighted across the household.
- How does the consolidated position work when two accounts hold the same stock?
- StockTracker sums the quantities and computes a cost-weighted average buy price across all accounts — so your consolidated IRR and margin of safety reflect your true blended position, not just one account's figures.
- Can I see one account at a time if I need to?
- Yes. An account filter lets you isolate any single demat account in one click — useful for quarterly reviews, tax workings, or checking one family member's portfolio independently.
- What if I buy more shares in one account later — do I re-import everything?
- Just re-import the updated statement for that account. StockTracker detects the account and refreshes its positions cleanly — the other accounts stay untouched.
- Does each family member need their own StockTracker login?
- No. One login can hold multiple accounts — one per demat — under the same portfolio. Each account is labelled separately (e.g. 'Self', 'Spouse', 'HUF') and consolidated automatically.