Dashboard
Performance Range
Period—
—
Equity Curve
Account Breakdown
Open Positions
Impact % = Residual Risk ÷ Account Capital. Positive = locked profit (trailing SL above entry). Negative = max loss if SL hits.
Portfolio
Family Portfolio — All Accounts
Portfolio Health
--
out of 100
--
Health Change (+/- vs yesterday) appears once this has run for 2+ days
Score Components
--
Return Health
40% weight
--
Price Action Health
40% weight
--
Allocation Discipline
20% weight
--
Capital in Profit
--
Capital in Loss
--
Capital — Strong Stocks
--
Capital Trapped (Weak+Losing)
Portfolio Quadrant Analysis
Ideal · increase
Good stock, poor entry · hold
Fading momentum · trim
Capital trap · review exit
Capital Allocation by Price-Action Category
Intelligent Recommendations
↑ Increase
✂ Trim
◎ Review
✕ Exit Candidates
Top Risks & Alerts
Health Trend
Building history…
7D / 30D / 90D / 1Y trend lines fill in as this runs daily — one snapshot is logged automatically each time you open this tab.
Every Open Position — Detail
| Symbol | Account(s) | Alloc % | Invested | Return % | Return Score | Price Action | PA Score |
|---|
Return Health, Price Action Health and Allocation Discipline are weighted 40% / 40% / 20% into the final score.
Price Action tiers reuse the same TradingView-derived classification as the main dashboard's Sector Leadership Index —
Confirmed/Leader/Emerging/Volume Leader pillars, Neutral/Weak/Loser from the Stage 1–4 field. Symbols never seen by the
daily volume scanner are fetched on their own once they're an open position; until that first live fetch succeeds they
show as "Unclassified" here and are scored Neutral so they don't unfairly swing the total.
Calendar
Monthly P&L:
Reports
Monthly P&L
Win / Loss Distribution
Statistics
Top Symbols
| Symbol | Trades | P&L ₹ | Win % |
|---|
Trade Log
| # Date ↕ | Account | Symbol | Action | Qty | Entry ₹ | Exit ₹ | P&L ₹ ↕ | P&L % | Status | Actions |
|---|
Settings
Manage Accounts
Add new accounts or rename existing ones. Renaming updates all trades and capital movements for that account automatically.
Account Capital & Movements
Track deposits and withdrawals per account. Current capital is calculated automatically and used in all % calculations.
NSE Ticker Overrides
If a symbol shows ✗ not found, enter the correct Yahoo Finance NSE ticker here (without .NS).
Example: symbol
ATHERENERG → ticker ATHER.
You can also fix it inline directly in the open positions table.
💾 Backup & Restore
Use Full Backup to move your data between devices (local → live site, or Mac → phone).
Includes all trades, pipeline ideas, ticker map, and settings.
Full Backup
Trades + Pipeline + Settings — download as .json file
Restore from Backup
Upload a backup file to restore everything
Export / Import trades (CSV)
Export as template, fill in Excel, re-import
Clear all trades