Power BI for portfolio management


Well-Unknown Member
has anyone used Power BI for portfolio management/tracking?

Or if you know any other portfolio management/tracking tool to check all long term, short term share investment and mutual funds at one place it will be helpful.

I also tried 'portfolio slicer' but couldn't make it work for Indian market.

appreciate any pointers.


I use valueresearchonline to track my stocks, mf, etf, and NPS


Well-Unknown Member
portfolioslicer is not online website, its an excel spreadsheet which you maintain on your PC. I prefer this way rather then entering my personal data on moneycontrol valueresearch etc.

The python scripts supplied with portfolioslicer will download end of day data from yahoo finance and update your spreadsheet with latest figure. Power BI option is also desktop solution (based on data from excelsheet)

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