Equity - WealthLedgerTRACK · INVEST · GROW

Live MarketNSE · BSE

YOUR INVESTMENT COMMAND CENTRE

Build wealth.Track every move.

Track your equity portfolio, manage transactions, get live prices from Angel One, view performance, set alerts and keep your history safe — all in one place.

✓ Live market data ✓ Your data, your control ✓ Simple. Secure. Powerful.

Portfolio Value1Y⌄

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—Total Return

Net P&L—

Portfolio XIRR—

StatusLive

—Holdings↑ LiveMarket connected

Market Today

NIFTY 50—▲ —

SENSEX—▲ —

BANK NIFTY—▲ —

Live market connected

Portfolio

Your holdings

Live view

Valuation date

Portfolio update

Ready to refresh prices and calculate.

Invested

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Current value

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Net P&L

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Absolute return

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Portfolio XIRR

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Instrument	First trade	Shares	Invested / share	Current / share	Invested	Current val	P&L	Abs. return	XIRR

Portfolio pulse

See the story behind the numbers.

Daily movement, live quotes and your own historical context in one calm workspace.

Angel OneGoogle Sheets fallbackLocal data

02Add / import holdings

Fill this in and click Add — it lands in the ledger below immediately. The form clears so you can keep entering the next one. Invested and current value are calculated automatically from shares × price.

Portfolio

Symbol

Broker

Recommended by

Trade date

Invested price

Dividend

Two formats work here. A flat table — one row per lot with a Symbol column, plus whichever of Portfolio, Broker, Recommended by, Trade date, Shares, Invested price, Dividend, Current price you have (unlabeled rows land in the first portfolio). Legacy Expenses values are still accepted during import and are moved to the matching recommendation commission total. Or a per-stock trade history — the stock symbol on its own line, followed by a Date / Type / Quantity / Price table, repeated for as many stocks as you like in one paste; only "buy" rows become holdings (log "sell" rows in the Transactions section instead).

03Holdings

Recommendation costs

Commissions by Recommended by

Individual stock P&L stays gross. These totals are included only in XIRR when you filter by Recommended by, and in the recommendation report. Because this row stores a total amount only, XIRR treats the commission as a current-date cash cost.

XIRR only

Enter the total commission paid for each recommendation.

Everything you've added lands here — this is the only place values can be edited. Click any cell to change it; Invested, Current value, Price change, % change and Profit recalculate automatically. To sell, check the box on the lot(s) you're selling — one lot or several of the same stock — then click Sell selected below.

	Portfolio	Symbol	Broker	Recommended by	Trade date	Shares	Invested price	Invested	Current price	Current value	Price change	% change	Dividend	Profit

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Backup & restore

Autosave stays in this browser on the current site. Use Download backup before moving devices or installing a new version, then Restore on the other copy.

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Portfolios

Keep everyone's holdings in one place, tagged by whose portfolio they belong to. Pick a portfolio when adding a holding, and use the filter below the results table to view one person's numbers — or leave it on "All" for the combined total.

03Angel One SmartAPI

PRIMARY MARKET DATA

Angel One current prices & history

Equity - WealthLedger can use a small secure Worker as the bridge to Angel One. Your Angel credentials stay in the Worker — never in this public page. Google Sheets remains available as a fallback.

Not connected

One-time Worker setup

Deploy the angel-worker folder from this package to Cloudflare Workers, add the four Angel secrets there, then paste the Worker URL above. The page only calls read-only market-data endpoints. No Angel login, PIN, TOTP, API key, or order API is exposed here.

Stock symbol mappings

Use this when your simple Equity - WealthLedger symbol is different from Angel One's exchange symbol. You can now also choose the Price source per stock: Auto, Angel One only, or Google Sheets only. Example: JYOTI is preset to Google Sheets only, so Angel One will never replace its price with an NSE lookup. Auto-resolved tokens are temporary and are re-checked; only mappings you save here are treated as fixed/manual tokens.

Symbol	Exchange	Angel token	Price source

04Fallback data connection

Google Sheets stays here as a fallback. You do not need to change your existing sheet just to use Angel One. Leave this connected if you want a second price source or a backup when SmartAPI history is temporarily unavailable.

One-time setup

In your sheet, keep a Symbol column and a Price column, e.g.
=IFERROR(GOOGLEFINANCE(IF(ISBLANK(C2),B2,C2&":"&B2),"price"),"-")
Then paste either link below: the normal address-bar link with Share → "Anyone with the link" → Viewer turned on, or a File → Share → Publish to web → CSV link.

05Price history & alerts

Angel One history is used first when connected. Your existing Date / Close rows in Google Sheets are still supported as a fallback; no second sheet is required.

Sheet layout expected

Your existing layout is supported: each stock row contains the Symbol in column B, and the following two rows contain Date / Close history starting from column H. Example: Date → 09/07, 09/08, 09/09... and the next row Close → 862.65, 867, 829.65....

History is checked automatically when you refresh the portfolio.

1 day alert %

3 day alert %

7 day alert %

14 day alert %

30 day alert %

06Transactions & realized profit

Log a buy or sell by hand. A Buy is automatically added to Holdings, while a Sell reduces the matching holding lots FIFO and is included in realized profit. You can still edit the holdings ledger directly below.

You can use your own short symbol in Instrument. For a stock whose Angel One symbol differs, add an exchange/token mapping in Settings → Angel One SmartAPI. For example, JYOTI can map to BSE token 504076 while the portfolio continues to display JYOTI.

Instrument

Portfolio

Broker

Recommended by

Type

Date

Qty

Price (₹)

Absolute return and each stock's Profit use the gross stock cost (shares × invested price) and current value. Recommendation commissions are kept separate and are included only in XIRR when a Recommended by filter/report is applied. XIRR treats each row's trade date and invested amount as a dated cash outflow, plus current value on the valuation date as the final inflow — rows without a trade date are excluded from XIRR but still count toward absolute return. Market data can be refreshed through the secure Angel One Worker bridge; Google Sheets remains supported as a browser-friendly fallback and needs the sheet link-shared as viewable. Reports uses the same local Holdings and Transactions data for realized P&L, XIRR, allocation and recommendation analysis. Help explains the main workflows and troubleshooting steps.

Build wealth.Track every move.

Not just a tracker — a clearer financial future.

Your holdings

Price movement alerts

1D · 3D · 5D · 7D

See the story behind the numbers.

02Add / import holdings

03Holdings

Commissions by Recommended by

03Angel One SmartAPI

Angel One current prices & history

04Fallback data connection

05Price history & alerts

06Transactions & realized profit

Portfolio reports

How WealthLedger works