Is there an app that shows month-wise returns of my mutual fund portfolio?
I've been looking for a simple way to see how my mutual fund portfolio performed month by month, but haven't found exactly what I'm looking for.
Most apps show current returns, absolute returns, XIRR, etc. But I want something like:
January: +2.1%
February: -1.3%
March: +3.4%
April: +0.8%
May: -2.1%
Ideally, it should calculate the monthly portfolio return automatically while accounting for SIPs/additional investments.
Currently, I've been manually recording my portfolio value every day and calculating the monthly return. The problem is that if I forget to record even one day, my tracking gets messed up.
Is there any Indian app/website that already does this properly?
I'm specifically looking for portfolio-level month-wise returns, not just the historical monthly return of an individual mutual fund.
Would appreciate any recommendations or alternatives you've personally used.