To monitor the realized gains in your portfolio, use the 'P&L Statement' feature on Trendlyne's website. This tool outlines your portfolio transactions, including current holdings and profits gained since the purchase of each stock. It also forecasts annual returns.
Select your account from the dropdown menu, as shown below, and set a date range to view your invested amount, gains, and XIRR (Annualized Returns) for current holdings.
You can also review closed transactions, including trade details, profits, and XIRR of sold holdings.
A comprehensive view of your holdings, as shown below, provides detailed insights into your portfolio.