Portfolio XIRR Tracker
Track the true XIRR return of your entire portfolio by entering SIP transactions and current value.
Quick Summary: Portfolio XIRR Tracker
A Portfolio XIRR Tracker measures the 'real' return on your total wealth by accounting for every inflow and outflow. In FY 2026-27, where investors often have multiple SIPs and lumpsum investments across different dates, XIRR is the only accurate way to see if your overall portfolio is beating the benchmark.
How to use the Portfolio XIRR Tracker
- 1
Enter Transaction History
Input the dates and amounts for all your investment purchases and sales.
- 2
Set Current Value
Provide today's market valuation of your entire portfolio.
- 3
Check Annualized ROI
Review the consolidated XIRR percentage for your multi-asset holdings.
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Regulatory Disclaimer
Last verified May 2026
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.