InvestorAccountauto-refreshes daily 4:30pm IST, all accounts
Total Invested
₹0
deployed across all buckets
Current Value
₹0
at latest CMP / NAV
Unrealised P&L
₹0
0.00% overall
Realised P&L
₹0
—
📈 Capital Deployed Over Time
🥧 Allocation · by current value
📉 Total P&L Curve · daily snapshots
🌊 Drawdown
📋 Bucket Summary —
🏦 Account Breakdown
🚀 Top Gainers / 🩸 Losers
Invested
₹0
— holdings
Current Value
₹0
XIRR —
Unrealised P&L
₹0
0.00%
Realised P&L
₹0
—
✚
Add Investment Transaction
💼 Holdings
CMP is editable — click the price to update
✅ Realised (sold)
🌊 Drawdown
🧾 Transactions
Open Positions
₹0
— positions
Open Unrealised
₹0
0.00%
Realised P&L
₹0
—
Win Rate
—
— trades closed
✚
Add Swing Transaction
⏳ Open Positions
🎯 target · ⛔ stop-loss alerts fire off CMP
📓 Closed Trades Journal
📊 Monthly Realised P&L
📈 Trade Stats
📈 Realised Equity Curve
🌊 Drawdown · realised
🧾 Transactions
Invested
₹0
— holdings
Current Value
₹0
XIRR —
Unrealised P&L
₹0
0.00%
Realised P&L
₹0
—
✚
Add Momentum Transaction (Monthly Rebalance)
Rank = this stock's momentum rank at the time you bought/rebalanced into it (e.g. 1 = top ranked). Shown on the holding until you next update it.
🏁 Holdings · ranked basket
CMP is editable — click the price to update
🗓 Monthly Performance · % return, compounded
🌊 Drawdown
✅ Rotated Out (sold)
🧾 Transactions
Invested
₹0
SIP ₹0 · Lumpsum ₹0
Current Value
₹0
at latest NAV
Unrealised P&L
₹0
0.00% · XIRR —
Monthly SIP
₹0
— active SIPs
✚
Add MF Transaction
Units auto-computed = Amount ÷ NAV. For redemption, enter the redeemed amount and that day's NAV.
🪙 Funds
set an AMFI code on a fund to enable ⟳ Fetch NAVs
🗓 SIP Month Tracker
🌊 Drawdown
📈 MF Invested Over Time
🧾 MF Transactions
Invested
₹0
— assets
Current Value
₹0
at latest price
Unrealised P&L
₹0
0.00%
Realised P&L
₹0
—
✚
Add Asset
For FDs use Qty 1 and Buy price = principal. Current price is editable in the table. Auto-fetch: gold ETFs → NSE symbol (e.g. GOLDBEES); SGBs & listed bonds → the 🔎 BSE search above (they trade on BSE, price is per gram). ⟳ Fetch CMP then updates them along with your stocks.