US Stocks Portfolio Analytics
Track your US stocks returns in INR and USD. Analyse XIRR, P&L, dividend income, sector allocation, and compare performance against the S&P 500 - all in one view. Built for Indians investing in the US stock market.
What Portfolio Analytics Shows You?
INR & USD Returns
Every return metric can be viewed in either USD or INR with a single toggle. The INR view automatically factors in exchange rates on each investment date, giving you a true INR-denominated return after currency conversion.
Benchmark Comparison
See how your US stocks portfolio performs against the broader market. Instantly compare your returns with the S&P 500 and identify whether your portfolio is outperforming or underperforming the benchmark.
XIRR Tracking
XIRR is the most accurate measure of investment returns when you invest at different times and prices. View XIRR for your overall portfolio, individual stocks, and SIP strategies in one comparable return figure.
Dividend Report
Track all dividend income earned from your US stocks in one place. View total dividends received by financial year, individual stock, or time period in both USD and INR, with reports automatically generated for ITR filing.
Portfolio Allocation
Understand how your portfolio is distributed across sectors (technology, healthcare, etc.) and market-cap (large cap, mid cap, and small cap). Identify concentration risks and diversify accordingly.
Family Accounts
View and manage US stock portfolios for multiple family members from a single dashboard. Track holdings, returns, and performance individually, or view a consolidated family portfolio in one place.
Frequently Asked Questions
Yes, you can toggle between INR and USD in a single tap. The INR view automatically accounts for exchange rates on each investment date, giving you your true rupee-denominated return.
XIRR (Extended Internal Rate of Return) calculates your annualised return while accounting for the timing and size of each investment. For example, if you invested ₹10,000 in January and ₹20,000 in July, XIRR gives you one comparable annual return figure. It is more accurate than simple percentage returns when you have made multiple investments over time.
Yes. INDmoney separates your total INR return into two components: stock price appreciation (converted from USD to INR) and currency gains resulting from INR depreciation during your holding period. Both are shown separately for every holding.
Yes. Benchmark comparison against the S&P 500 is built directly into the US stock portfolio analytics in both USD and INR for your exact holding period. If your portfolio is underperforming the broader market, the analytics make it immediately visible.
Yes. All dividend income earned in USD, along with its INR equivalent based on the exchange rate on the payment date, is tracked in the analytics and included in INDmoney’s annual tax report for ITR Schedule Foreign Source Income (FSI) filing.
Yes. You can link multiple family member accounts and view them individually or as a consolidated family portfolio. Combined returns, sector allocation, and dividend income are all available in both INR and USD.
Track your US Stocks in INR and USD on INDmoney
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