Thematic Portfolio Tracker (Smallcase/Baskets)
Consolidated tracking for thematic baskets like Smallcases. Handles rebalancing alerts and dividend yield and XIRR.
Quick Summary: Thematic Portfolio Tracker (Smallcase/Baskets)
A Thematic Portfolio Tracker calculates consolidated returns, sector weightings, and rebalancing costs for customized stock baskets or thematic Smallcase portfolios. In FY 2026-27, tracking XIRR across multiple theme-based investments helps you identify which sectors are driving your portfolio's alpha.
How to use the Thematic Portfolio Tracker (Smallcase/Baskets)
- 1
Input Basket Holdings
Enter the stocks and their respective weights in your thematic portfolio.
- 2
Set Purchase Data
Provide the acquisition dates and prices for all constituents.
- 3
Review Sector Exposure
Analyze the concentration of your portfolio in specific industries or themes.
- 4
Analyze XIRR
Check the true annualized return of the entire basket including dividends.
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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.