What you see
A table of your holdings with live mark-to-market P&L. For each row:
- Symbol and current price
- Quantity held
- Average cost (your basis)
- Current value (qty × current price)
- Unrealised P&L (absolute and percent)
- Sector classification
- Conviction badge
Above the table: aggregate metrics — total portfolio value, total unrealised P&L, day's P&L, top contributors and detractors.
Sources of holdings
Holdings can enter the portfolio in three ways:
- Manual entry — symbol + qty + average cost, one row at a time
- CSV/Excel upload — bulk import from your broker's holdings export. See Uploading holdings via CSV.
- Broker sync (Pro) — direct connection to Zerodha / Groww / Dhan / Angel One / Upstox. See Connecting your broker.
Holdings carry a source field that records how they were created. Mixing sources is fine — you can manually enter one stock and broker-sync the rest.
The conviction summary across holdings
The aggregate conviction band across your holdings is shown in a strip at the top of the page. Useful for understanding your portfolio's overall state:
- A portfolio dominated by Strong Bullish positions is currently aligned with the market's momentum
- A portfolio dominated by Weak / Neutral positions is mostly quiet — neither momentum nor distress
- A portfolio with a few Strong Bearish positions has stocks worth investigating before they hurt overall returns
The conviction summary is most useful as a change-over-time read. Today's mix vs last week's mix tells you whether your positions are gaining or losing market momentum.
Sector mix
The portfolio is also broken down by sector with a percent-of-value bar. Concentration risk reads from this at a glance — if 60% of your portfolio is one sector, you have a sector bet whether you intended it or not.
Sorting and filtering
Default sort is current value descending. Other sort options: P&L percent, day's P&L, conviction band, sector, alphabetical.
Filter by source (only broker-synced, only manual), by sector, or by conviction band.
Acting from the portfolio page
Three actions available per row:
- Open stock page — click the symbol
- Set alert — bell icon next to each row
- Remove from portfolio — for manually entered rows; broker-synced rows refresh from broker and can't be manually removed
The page doesn't execute trades. For that, you go to your broker.
Refreshing prices
Current prices update during market hours. Outside market hours, prices show the last close.
For Pro users with broker sync: the Refresh button on the page re-pulls holdings from the broker. A 5-minute cooldown prevents rapid-fire requests.
Open Portfolio