IPO Return Tracker

IPO returns are calculated using the formula: ((Current Price - Issue Price) / Issue Price) × 100. Our tracker automatically calculates both listing day returns and current returns. Listing returns show immediate gains/losses, while current returns reflect your position's performance from the issue price to today's market price. Don't forget to factor in brokerage and other transaction costs for net returns.

The decision depends on your investment strategy and the specific IPO. Consider booking partial profits (30-50%) if listing gains exceed 30-40%, especially for speculative or overvalued IPOs. Hold quality companies with strong fundamentals for long-term wealth creation. Use our tracker to monitor performance and make informed decisions based on company-specific factors and market conditions.

Financial experts recommend limiting IPO investments to 10-20% of your total equity portfolio. This allocation should be further diversified across different sectors and company types. Never invest more than 5% in a single IPO, regardless of how attractive it appears. IPOs are inherently riskier than established stocks, so maintain a conservative approach while building your IPO portfolio.

Historical data shows that approximately 60-70% of IPOs provide positive returns on listing day, but long-term success rates vary significantly. About 40-50% of IPOs outperform the market over 3-5 years. Success rates depend on market conditions, sector trends, company quality, and valuation. Use our tracker to monitor your personal success rate and compare it with market averages.

IPOs trading below issue price require careful analysis. If fundamentals remain strong and the decline is due to market conditions, consider holding or even averaging down. However, if company-specific issues emerge, implement stop-loss at 15-20% below issue price. Use our tracker to monitor such positions closely and make objective decisions based on data rather than emotions.

Yes, our tracker allows you to edit IPO entries to update current prices, correct data entry errors, or modify investment details. You can also delete entries for IPOs you've completely exited. The tracker recalculates all portfolio metrics automatically when you make changes. We recommend keeping historical records even after exits for learning and tax purposes.

For active monitoring, update current prices weekly or bi-weekly. For long-term investors, monthly updates are sufficient. Update immediately after major events like earnings announcements, management changes, or significant news. Our tracker saves your data locally, so regular updates help maintain accurate performance tracking and decision-making capabilities.

Currently, the tracker focuses on capital appreciation returns. For dividends and bonus shares, you can manually adjust your cost basis and share quantity. We recommend maintaining separate records for dividend income and bonus adjustments. Future versions will include automatic dividend and bonus tracking features for comprehensive return calculation.