ETF Watchlist
Track premium / discount vs indicative NAV
Not fetched
Watching
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ETFs in this list
At Discount
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Below iNAV β buy signal
At Premium
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Above iNAV β avoid
Fair Value
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Within Β±0.5% of iNAV
| Symbol | Name | LTP β | Day % β | Prev Close | iNAV | Premium β | Signal | Buy below | β | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Home
Portfolio, trading & networth at a glance
LIVE INTRADAY P&L
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Portfolio: β Β· Realised Trades: β
Asset Allocation & Liquid Runway
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Equity: β
Gold/SGB: β
Cash/Bank: β
Other: β
Portfolio Value
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Invested
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Trading P&L (All Time)
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Gross
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Charges
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Net Worth
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Cash
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Invested
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Month P&L
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Current month
Last mo:
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Net Savings
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This month
Last mo:
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Bank Balance
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Click to manage
Last mo:
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CC Due
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This month
Last mo:
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Chart currency
Portfolio Value
Invested vs current value β daily (trading days)
Invested
Current
Daily gain
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vs yesterday
Weekly gain
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vs 7 days ago
Monthly gain
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vs 30 days ago
Cumulative Trading P&L
Total Cumulative: β
Net P&L accumulated since Apr 2024
Daily Gross P&L
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today / last trading day
Weekly Gross P&L
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last 7 days
This Month Net P&L
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current month
Net Worth Progression
Daily snapshot
Daily Net Worth Ξ
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vs yesterday
Weekly Net Worth Ξ
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vs 7 days ago
Monthly Net Worth Ξ
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vs 30 days ago
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Stock Watchlist
Monitor your equity watchlist live
Not fetched
Watching
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Stocks in this list
Gaining
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Up today
Declining
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Down today
Flat
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Within Β±0.2%
| Symbol | Company | Sector | LTP β | Day % β | Prev Close | Mkt Cap β | 52W H / L | Buy below | β | |
|---|---|---|---|---|---|---|---|---|---|---|
US US Stocks
US equities watchlist β powered by Yahoo Finance
Not fetched
Watching
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US stocks in this list
Gaining
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Up today
Declining
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Down today
Flat
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Within Β±0.2%
| Symbol | Company | LTP β | Day % β | Prev Close | Buy below | β | |
|---|---|---|---|---|---|---|---|
Stock Explorer
Browse by sector, add to watchlist or portfolio
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Exchange:
NSE
BSE
Both
Stock Screener
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| Symbol β | Company | Sector | LTP β | Day % β | 1yr % β | 52W Low% β | 52W High% β | Mkt Cap β | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Fetching stocks⦠| |||||||||
Market Dashboard
Indices, movers, news and a screener β search any NSE / BSE or US stock for its full picture
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My Portfolio
Every holding across brokers β value, returns vs the market, and what moved today
Current value at live prices
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Investedβ
β
Total P&Lββ
Day's change
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vs yesterday's close
Holdings
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ETFs + Stocks
Needs a decision
tax savings first, then targets, weights and laggards
Checking your holdingsβ¦
| Symbol | Sector | Qty | Avg Price | LTP | Invested | Current | P&L | P&L % | XIRR | Day Chg | Hold Days | Premium ETF | Target | Alert | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Indian Day Winners
0
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Indian Day Losers
0
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US Day Winners
0
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US Day Losers
0
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Overall Top 5 Winners
P&L%
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Overall Top 5 Losers
P&L%
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Rebalance your own holdings by asset class, against the mix you want
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Laggard review held a year or more and 10+ points behind Nifty 50
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Decision journal one line per decision, checked against Nifty from that day
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Portfolio Analysis
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Analysing your portfolio...
Fetching fundamentals & technicals for each holding
Income & Expenses
Trading P&L + income sources vs expenses β month by month
Net savings β months
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β savings rate
Total incomeβtrading + other income
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Expensesββ entries
Trading P&L
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net after all charges
Other income
β
β entries
Avg monthly income
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across active months
Avg monthly expense
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across active months
Best month
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CC due manage βΊ
β
across months
Average per month averages, not totals Β· full months only β the running month is left out
| Last 3 months | Last 6 months | Last 12 months | |
|---|---|---|---|
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Income vs expenses last 18 months Β· bars stack trading and other income, expenses below the line, net savings as the line
Month by month click an amount to see or edit its entries
| Month | Trading P&L | |||||||
|---|---|---|---|---|---|---|---|---|
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Income by category trading P&L counted as one source
Expenses by category
Savings rate by month (income β expenses) Γ· income Β· newest first
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Price Alerts
Manage all portfolio & watchlist price alerts in one place
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Trading P&L
Month-wise realised P&L β NSE F&O + MCX Β· since Apr 2024
Streaks & patterns the month so far, losing streaks and patterns across every F&O account
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Tax
Each taxpayer's year in one place β F&O business income, other income, capital gains, dividends and interest β with advance-tax dates and the ITR-3 steps
Smart suggestions
Working out this year's numbersβ¦
Worked out from your holdings (lot buy dates, live prices), gains booked this year, the F&O result and your income, under current rules for listed shares and funds. Estimates, not tax advice β confirm with a CA before acting.
Loading your broker P&L, income and holdingsβ¦
ITR-3 filing, step by step
Business income
- Select the ITR schedules
- Declare F&O turnoverβGo to Schedule Trading A/c and enter this under βSales / Gross receipts of businessβ.
F&O turnover = absolute profit + absolute loss (sum of favourable and unfavourable differences). Refer to your broker's tax P&L. - Trading gross profitβIn Schedule Trading A/c, this is your βGross profit transferred to P&Lβ.
Pure trading profit before brokerage, STT or taxes. - Claim business expensesβIn Schedule P&L A/c, claim these to reduce the liability:β’ STT & GST under βRates and taxesβ.
β’ Brokerage, exchange & SEBI fees under βOther expensesβ. - Final net F&O incomeβIn Schedule P&L A/c, this is the calculated βNet profitβ.
It flows into Schedule BP (Business & Profession).
F&O losses carry forward 8 years (Sec 72) Β· advance tax applies if the liability exceeds βΉ10,000 Β· estimate only; consult a CA for filing.
Net Worth
Everything you own minus everything you owe β live cash and holdings plus what you log by hand
Total net worth Fetching live dataβ¦
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CashβACA + brokers + bank
+
InvestedβACA holdings
+
Other assetsβManual entries
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Liabilitiesβloans Β· CC dues Β· borrowed
Gross assets
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liabilities as a share of grossβΉ0
Liquidity
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cash Γ· gross assets
Biggest slice
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largest share of gross assets
ACA cash
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Sync to fetch
ACA holdings
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Portfolio current value
Other broker balances
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Manual entry
Other holdings
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Manual entry
Misc assets
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Manual entry
Money lent open βΊ
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From Lending & Borrowing page
Bank balance open βΊ
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From I/E tracker
CC due open βΊ
β
From I/E tracker
Liabilities
β
loans & debt Β· CC dues Β· borrowed
Where it sitsshare of gross assets
Net
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Asset breakdown % = share of gross assets Β· liabilities shown against them
| Category | Source | Value (βΉ) | % of total | Type |
|---|---|---|---|---|
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Other broker balances βΉ0
| Broker name | Category | Balance (βΉ) | Owner | Notes | β |
|---|---|---|---|---|---|
No brokers added yet. Click + Add Broker to get started | |||||
Other holdings βΉ0Zerodha, mutual funds, PPF, fixed depositsβ¦
| Name / description | Category | Value (βΉ) | Owner | Notes | β |
|---|---|---|---|---|---|
| No entries yet β click + Add Holding | |||||
Misc assets βΉ0Cash, gold, real estate, vehiclesβ¦
| Item | Category | Value (βΉ) | Owner | Notes | β |
|---|---|---|---|---|---|
| No entries yet β click + Add Item | |||||
Liabilities / debt βΉ0Loans, credit cards, EMIsβ¦
| Name / description | Category | Amount (βΉ) | Owner | Notes | β |
|---|---|---|---|---|---|
| No liabilities yet β click + Add Liability | |||||
ACA cash is fetched live and holdings come from your portfolio. Entries on this tab are saved to your account and sync across devices; CC dues and bank balances come from the Income & Expenses page, money lent or borrowed from Lending & Borrowing.
FI number Financial Independence Β· 25Γ annual expenses Β· 4% SWR Β· inflation-adjusted Β· USD view
βΉ/$β
$β/mo Β· USD FI target today $β Β· INR needed at retirement βΉβ
FI Number (USD)
β
25Γ annual USD exp Β· 4% SWR
Current net worth
β
β
Gap (USD)
β
β
Years to FI
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at given return rate
Progress to FI0%
Enter monthly expenses above to calculate your FI number.
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Strategies
Portfolio Builder runs on your PCs; its ranks, model portfolio, rebalance orders and backtests land here
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Sovereign Gold Bonds
All NSE-listed SGB series β live prices, same columns as stocks
Total Series
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Listed on NSE
Gold Rate (approx)
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Best LTP among series
Gainers
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Positive change today
Losers
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Negative change today
| Symbol | Name | LTP | Day % | Prev Close | 52W High | 52W Low | 1yr % | Add to PF |
|---|---|---|---|---|---|---|---|---|
Settings
System configuration & secrets
Alert Timings
Broker Credentials
Gmail Connection (Autonomous Sync)
Uses non-expiring Google App Password for permanent Kotak contract note & ACA OTP sync
Outlook β bank alert emails
Spend alerts from HDFC, ICICI, SBI, SBI Card, Axis, Kotak, AmEx, IDFC FIRST, slice and any bank you add on Credit Cards (Banks) are read every 6 hours (or straight away with Check now) and wait for your review on Income & Expenses β From email. Gmail is read through the Gmail link above; for Outlook, either redirect the alerts to that Gmail (simplest) or connect Outlook directly. A direct connection only asks Microsoft for permission to read mail, never to send or delete.
Easiest: redirect bank alerts to Gmail (2 minutes, no Microsoft setup)
- In Outlook on the web: Settings (gear) β Mail β Rules β Add new rule, named e.g. Bank alerts.
- Condition: Sender address includes β add
hdfcbank,icicibank,sbi.co.in,sbicard,axisbank,kotak.com,aexp,americanexpress. - Action: Redirect to β your Gmail address (the one above). Use Redirect, not Forward: it keeps the bank as the sender, which is how alerts are recognised.
- Save. New alerts then reach Gmail and show up under Income & Expenses β From email; nothing needs connecting here.
Or connect Outlook directly (needs an Azure account, about 10 minutes)
- portal.azure.com only accepts Microsoft accounts that have an Azure directory. If it says your account "does not exist in tenant", first sign up at azure.microsoft.com/free with this same account (phone and card check; no charge for this app). Then sign in at portal.azure.com β Microsoft Entra ID β App registrations β New registration.
- Name it e.g. Dashboard. Supported account types: Personal Microsoft accounts (for Outlook.com / Hotmail), or "any organizational directory and personal accounts" if your mailbox is a work one.
- Redirect URI: platform Web, value
β¦/outlook/callbackβ then Register. - From the app's overview, copy the Application (client) ID into the first box below.
- Certificates & secrets β New client secret β copy its Value (not the ID) into the second box.
- API permissions β Add a permission β Microsoft Graph β Delegated β tick Mail.Read and offline_access β Add.
- Press Save Settings at the bottom, then Connect Outlook here and sign in to the mailbox.
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Telegram Alerts
Data Management
Export all your local dashboard data (Networth, Lending, Capital Config, Settings) to a JSON file for safekeeping, or import a previously exported backup file to restore your data.