I tried using ValueResearchOnline platform to calculate XIRR of my holdings. As I mentioned, since I have 3 demat accounts, it was a pain to calculate the XIRR of my portfolio especially for my Sharekhan demat accounts (I have 2 of them).
One word of caution if someone is trying to upload his / her portfolio in VRO platform, please take care of the bonus / split shares as sometimes it gets messed up. I manually adjusted those bonus and split shares that I got in last 10 years before I uploaded entire portfolio on the platform.
Here are the results:
- Zerodha account (3 years) – I have started investing in Zerodha account since 2020 and these days I am using only Zerodha to purchase any new stock. Sharekhan is only for selling or applying for IPOs in case of shareholder category. Here is the XIRR for Zerodha account.
- For all demat accounts (> 10 years) – I have started investing journey since late 2012 / early 2013. So, it has been almost 10 years now. Below is the XIRR details of my entire portfolio across all 3 demat accounts (2 Sharekhan and 1 Zerodha):
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