ನಿಫ್ಟಿ 50, ನಿಫ್ಟಿ ಬ್ಯಾಂಕ್ ಮತ್ತು ಸೆನ್ಸೆಕ್ಸ್ ಲೋಡ್ ಆಗುತ್ತಿವೆ…

Portfolio

Track separate portfolios for self, spouse, parents, kids, or clients.
Daily Briefing Income Forecast & Calendar Action Center Risk Cockpit
Total Equity
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Market Value
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Total P&L
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AI Portfolio Summary daily explanation of holdings, risk, events, dividends, and crypto exposure Waiting

Load a portfolio to prepare its daily summary.

Portfolio report
Equity summary for Self

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Add a holding

Add one holding by hand. Use Group to keep it separate from broker-synced positions — e.g. "Dad's Account", "Long Term". Adding again with the same symbol + group updates it.

Import portfolio from Excel / CSV

Download the template, fill in your holdings (Symbol, Quantity, AvgCost), and upload it. Imported holdings upsert by symbol (tagged "Manual").

Download template
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