Total Positions
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Total Invested
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Current Value
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Total P&L
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Sectors
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Concentration Risk
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Top 3 holdings
Portfolio Returns (XIRR)
XIRR (Extended Internal Rate of Return) - Annualized returns accounting for timing of all investments and withdrawals
XIRR (Annualized)
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Since first investment
Simple Return
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Total return (not annualized)
Realized P&L
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From sold positions
Unrealized P&L
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Current holdings
(One-time: Create transaction records for existing positions)
Portfolio vs Market Indices
Compare your portfolio performance against major Indian indices
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Portfolio vs Indices
All values normalized to 100 on your first snapshot date
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Capital Invested vs Portfolio Performance
Both lines start at 100. When the orange line rises but blue stays flat — new capital was added. When blue rises but orange stays flat — actual returns.
Sector Allocation
Sector Performance
Sector Breakdown
| Sector | Holdings | Market Value | % of Portfolio | P&L | P&L % |
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Stock Weightage
Each stock's percentage of total portfolio value
| Ticker | Name | Sector | Current Value | Weight % | P&L % |
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Top Performers
| Ticker | Sector | P&L % |
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Bottom Performers
| Ticker | Sector | P&L % |
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Largest Holdings
| Ticker | Sector | Value |
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Near 52-Week High
Stocks within 5% of their 52-week high
| Ticker | CMP | 52W High | % from High |
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Near 52-Week Low
Stocks within 10% of their 52-week low
| Ticker | CMP | 52W Low | % from Low |
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Winners vs Losers
Winners
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Win rate: -
Losers
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Break Even
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Winners Value
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P&L: -
Losers Value
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P&L: -
Avg Winner
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Avg Loser
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Momentum Analysis
Daily Momentum
- up
- down
- flat
Weekly Momentum
- up
- down
- flat
Monthly Momentum
- up
- down
- flat
Top Daily Gainers
| Ticker | Daily | Weekly | Monthly |
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Top Daily Losers
| Ticker | Daily | Weekly | Monthly |
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Top Weekly Gainers
| Ticker | Daily | Weekly | Monthly |
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Top Monthly Gainers
| Ticker | Daily | Weekly | Monthly |
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