To get a balance sheet of your shares, options trading, delivery shares, and intraday stocks, you would need to use a portfolio management tool or software. These tools can help you track your investments, their performance, and provide you with a comprehensive view of your financial situation.
Some popular portfolio management tools include Personal Capital, Mint, and Quicken. These tools can sync with your brokerage accounts and automatically update your portfolio balance.
Alternatively, you can also use a spreadsheet to manually track your investments. You can create different sections for shares, options, delivery shares, and intraday stocks, and update them regularly.
Please note that you should consult with a financial advisor or a professional for personalized advice.
Manage your portfolio with a template that updates the stock data in real-time. Download our Portfol...
Download model