How to Track and Manage Your Portfolio Using a Demat Account – Complete Guide 2025

How to Track and Manage Your Portfolio Using a Demat Account

Opening a Demat account is the first step toward building wealth. But once you’ve started investing, what really matters is how well you track and manage your portfolio. Keeping an eye on your investments helps you stay informed, make better decisions, and grow your capital over time.

In this blog, we’ll explain how you can use your Demat account to manage your stock market portfolio effectively.

What is a Portfolio in a Demat Account?

A portfolio is the total collection of investments you hold in your Demat account, including:

• Equity shares

• Mutual funds

• ETFs and bonds

• IPO allotments

• Corporate actions (bonuses, dividends, etc.)

Your Demat account reflects the current value, holding quantity, and past transactions of all these assets.

How to Track Your Portfolio

1. Login to Your Demat Platform

Whether through mobile or desktop, log into your broker’s dashboard (like One Solution).

2. View Holdings Section

• Shows all securities currently held

• Displays quantity, average price, and market value

• Tracks live profit/loss per asset

3. Monitor Corporate Actions

Stay updated on:

• Dividends received

• Bonus shares

• Rights issues

• Splits or mergers

4. Review Order History & Trade Book

Check your buying/selling history to understand your trading habits and strategy.

5. Use Integrated Reports

• Daily/weekly portfolio summaries

• Realized vs unrealized gains

• Sector-wise or stock-wise asset breakdown

Tips to Manage Your Portfolio Effectively

✅ Set short- and long-term investment goals

✅ Review your holdings monthly or quarterly

✅ Avoid emotional buying/selling based on news

✅ Diversify across sectors, not just popular stocks

✅ Book profits periodically and rebalance if needed

How One Solution Helps You Manage Your Portfolio Better

At One Solution, we provide:

• A clean, beginner-friendly dashboard

• Real-time tracking of stocks, mutual funds, and IPOs

• Smart filters and gain/loss tracking

• Alerts on dividend dates, corporate actions, and price changes

• Expert guidance on rebalancing and sector allocation

You can also export your reports for tax filing, portfolio reviews, and advisor consultations.

Final Thoughts

Tracking your portfolio helps you stay in control of your investments. With the right Demat platform like One Solution, portfolio management becomes easy, efficient, and rewarding.

Open your free Demat account with One Solution and manage your investments with confidence.