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Portfolio
๐Ÿ Home
๐Ÿ’ผMy Portfolio
๐Ÿ“‰Trading P&L
๐Ÿ’ฐIncome / Expense
๐ŸฆMy Networth
๐Ÿ’ณLending & Borrowing
Price Alerts
๐Ÿ”ฌStock Analysis
ETF Watchlist
๐Ÿ“‹ My ETF Lists โ–พ
Stock Watchlist
๐Ÿ“ˆ My Stock Lists โ–พ
US US Watchlist
US My US Lists โ–พ
Explore
๐Ÿ“ˆStock Explorer
๐Ÿ“ŠETF Explorer
๐Ÿฅ‡Sovereign Gold Bonds
โš™๏ธSettings
Markets Live
โ€”
โ‚น
Your Personal Dashboard
Portfolio ยท Trading ยท Analytics
Live Markets ยท Real-time Data
Your financial
command centre.
Track every rupee across brokers, strategies, and assets โ€” with algo-grade precision.
๐Ÿ“‰ F&O P&L โ€” NFO + MCX charge breakdowns & tax
๐Ÿ’ผ Live Portfolio Analytics XIRR, CAGR, alpha vs Nifty
๐ŸŽฏ Net Worth + Risk Analytics FI number, Sharpe, Calmar
Live Markets F&O P&L NW Tracker Risk Analytics
โ‚น
Your Personal Dashboard
Portfolio ยท Trading ยท Analytics
Your financial
command centre.
Track every rupee across brokers, strategies & assets โ€” with algo-grade precision.
Live Markets F&O P&L NW Tracker
Welcome back
Sign in to access your portfolio
Got a share link? Enter view token
๐Ÿ‘ View-only mode โ€” you can browse but not edit the portfolio
๐Ÿ”— Share Links
Create expiring view-only links for others
โœ“ Link created โ€” copy it now, it won't show again
Active Links
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๐Ÿ” Enter View Token
Paste your view-only access token
๐Ÿ” AC Agarwal Login
Enter the OTP sent to your registered mobile
Didn't get it? Resend OTP
๐Ÿ”‘ Connect Zerodha (Kite)
Enter your Kite API credentials to fetch P&L
Access token is session-scoped โ€” regenerate daily via Kite login flow.
Credentials saved in your browser only ยท never sent to any 3rd party
๐Ÿ“Š Kotak Securities โ€” P&L Data
Import your Gain-Loss Excel report
Auto Sync โ€” Authorize Gmail
Authorize once to let the server fetch Kotak contract notes from your Gmail automatically at 8 AM daily.
Auto Sync โ€” Gmail
Ready to sync contract notes from Gmail.
Step 1 โ€” Download report from Kotak
Go to Kotak Neo โ†’ Reports โ†’ Gain & Loss โ†’ select date range โ†’ Export Excel.
Path inside Kotak Neo: Menu โ†’ Reports โ†’ Realized Gain & Loss โ†’ Export
Step 2 โ€” Select Segment
โ„น๏ธ NFO selected โ€” this file's data will be tagged as NSE F&O segment
Step 3 โ€” Import the file
๐Ÿ“‘
Drop Gain-Loss Excel here
or click to browse ยท Gain_Loss_*.xlsx
Parsed in browser ยท data cached on server ยท NFO + MCX files merged automatically
โœ๏ธ Fix ETF Sector Labels
Override auto-detected sectors for your ETFs โ€” saved in browser
Symbol NSE Assets Sector
Select "Auto: โ€ฆ" to revert any override back to auto-detection.
Add ETF โ€”
Search all NSE-listed ETFs
โŒ•
Add Stock โ€”
Search all NSE-listed equities
โŒ•
US Add US Stock โ€”
Search US stocks via Yahoo Finance
โŒ•
Manage Watchlists
Create, rename or delete
Add to Portfolio
Search ETF or stock, enter qty & avg price
๐Ÿ“ Notes
๐Ÿ“‹ Trades
Notes โ€”
Target price, reminders, thesis
Trades โ€”
Buy/sell entries for accurate XIRR
Price Alert
โ†‘
Upper Alert
Sell / Take Profit
โ†“
Lower Alert
Buy / Stop Loss
Alerts checked hourly Monโ€“Fri 09:15โ€“15:30 IST via Telegram
Price Crossed Target
Current Price
โ†‘

ETF Watchlist

Track premium / discount vs indicative NAV
Not fetched
Watching
โ€”
ETFs in this list
At Discount
โ€”
Below iNAV โ†’ buy signal
At Premium
โ€”
Above iNAV โ†’ avoid
Fair Value
โ€”
Within ยฑ0.5% of iNAV
Watchlist
โณ Pending
SymbolName LTP โ†• Day % โ†• Prev Close iNAV Premium โ†• Signal โ€”
iNAV auto-sourced from NSE. Premium = (LTP โˆ’ iNAV) / iNAV ร— 100.

Home

Portfolio, trading & networth at a glance
Portfolio Value
โ€”
Invested โ€” โ€”
Trading P&L (All Time)
โ€”
Gross โ€” Charges โ€”
Net Worth
โ€”
Cash โ€” Invested โ€”
๐Ÿ“… Month P&L
โ€”
Current month
Last mo: โ€”
๐Ÿ’ฐ Net Savings
โ€”
This month
Last mo: โ€”
๐Ÿฆ Bank Balance
โ€”
Click to manage
Last mo: โ€”
๐Ÿ’ณ CC Due
โ€”
This month
Last mo: โ€”
๐Ÿ“Š Portfolio Summary
Return
โ€”
Overall P&L
Win Rate
โ€”
Profitable positions
Value
โ€”
Current holdings
Cost
โ€”
Total invested
Top Conc
โ€”
Highest allocation
Best Performer
โ€”
Top gainer
Worst Performer
โ€”
Top loser
โšก Actionable Insights
No immediate actions needed.
๐Ÿ“ˆ Yearly Performance Target: 30%
Yearly Progress
โ€”
PF โ€”
NFO โ€”
MCX โ€”
Charges โ€”
Combined โ€”
โ— โ€”
โ€”
PF ROI (YTD)
โ€”
monthly returns
Trading ROI (YTD)
โ€”
monthly P&L / capital
Combined ROI (YTD)
โ€”
PF + Trading
Days to Target
โ€”
remaining in period
๐Ÿ“Š Monthly Breakdown
โ–ธ Show details
Month PF P&L Trading P&L Combined PF ROI Trading ROI Combined ROI Cumulative ROI Capital
Performance Target
Set yearly ROI target
Chart currency
Portfolio Value
Invested vs current value โ€” daily (trading days)
Invested
Current
Daily Value ฮ”
โ€”
vs yesterday
Weekly Value ฮ”
โ€”
vs 7 days ago
Monthly Value ฮ”
โ€”
vs 30 days ago
Cumulative Trading P&L
Total Cumulative: โ€”
Net P&L accumulated since Apr 2024
Daily Gross P&L
โ€”
today / last trading day
Weekly Gross P&L
โ€”
last 7 days
This Month Net P&L
โ€”
current month
Net Worth Progression
Daily snapshot since Apr 2026
Daily Net Worth ฮ”
โ€”
vs yesterday
Weekly Net Worth ฮ”
โ€”
vs 7 days ago
Monthly Net Worth ฮ”
โ€”
vs 30 days ago
๐Ÿ“… Upcoming Market Events
Loading eventsโ€ฆ
Add Market Event

Stock Watchlist

Monitor your equity watchlist live
Not fetched
Watching
โ€”
Stocks in this list
Gaining
โ€”
Up today
Declining
โ€”
Down today
Flat
โ€”
Within ยฑ0.2%
Watchlist
SymbolCompanySector LTP โ†• Day % โ†• Prev Close Mkt Cap โ†• 52W H / L โ€”
Data from NSE equity-master API. Stock watchlists saved in browser.

US US Stocks

US equities watchlist โ€” powered by Yahoo Finance
Not fetched
Watching
โ€”
US stocks in this list
Gaining
โ€”
Up today
Declining
โ€”
Down today
Flat
โ€”
Within ยฑ0.2%
Watchlist
SymbolCompany LTP โ†• Day % โ†• Prev Close โ€”
Data from Yahoo Finance. US stock watchlists saved in browser.

Stock Explorer

Browse by sector, add to watchlist or portfolio
โ€”
Exchange: NSE BSE Both
Stock Screener
~
All Stocks
โŒ•
Symbol โ†• CompanySector LTP โ†• Day % โ†• 1yr % โ†• 52W Low% โ†•52W High% โ†•Mkt Cap โ†• Actions
Fetching stocksโ€ฆ
Rows:
All stocks from the master. Prices shown only for NSE-indexed stocks.

ETF Explorer

All NSE ETFs โ€” browse, filter, sort and add to any watchlist
โ€”
ETF Screener
All ETFs
โŒ•
Symbol โ†•NameUnderlying LTP โ†• Day % โ†• 30d % โ†• 1yr % โ†• Prev Close โ†• iNAV Premium โ†• Add to
Fetching ETFsโ€ฆ
Rows:
Data from nseindia.com/api/etf. Use dropdown to add to any ETF watchlist.
๐Ÿ“Š Market Dashboard
NSE / BSE ยท US Stocks ยท Powered by Yahoo Finance
๐Ÿ”
Loading market data...
Historical Data
Oldest Now All Time
Loadingโ€ฆ

My Portfolio

Track P&L across your ETFs and stocks
Invested
โ€”
Total cost basis
Current Value
โ€”
At live LTP
Total P&L
โ€”
โ€”
Day's Change
โ€”
vs yesterday's close
Holdings
โ€”
ETFs + Stocks
๐Ÿ“ˆPF 52W Return โ€” Weighted by value
๐Ÿ›๏ธNifty 50 (1yr) โ€” Benchmark
๐ŸŒŽNasdaq 100 (1yr) โ€” US Benchmark
โšกPortfolio XIRR โ€” Annualised return
๐Ÿ“CAGR โ€” Since first buy
๐ŸŽฏAlpha vs Nifty โ€” XIRR โˆ’ Nifty 52W
๐ŸŽฏAlpha vs Nasdaq โ€” XIRR โˆ’ NDX 52W
๐Ÿ—‚๏ธTop Sector Exposure โ€”
๐Ÿ“ŠWin / Loss breakdown
๐Ÿ—“Holding age distribution
๐ŸงพTax estimate (unrealised)
๐ŸŽฏConcentration risk
ETF / Stock / SGB Split
Sector Allocation
P&L % by Holding
๐Ÿ‡ฎ๐Ÿ‡ณIndian Day Winners 0
Loadingโ€ฆ
๐Ÿ‡ฎ๐Ÿ‡ณIndian Day Losers 0
Loadingโ€ฆ
๐Ÿ‡บ๐Ÿ‡ธUS Day Winners 0
Loadingโ€ฆ
๐Ÿ‡บ๐Ÿ‡ธUS Day Losers 0
Loadingโ€ฆ
๐Ÿ†Overall Top 5 Winners P&L%
Loadingโ€ฆ
๐Ÿ“‰Overall Top 5 Losers P&L%
Loadingโ€ฆ
Holdings
๐Ÿ”
Symbol โ‡… Sector Qty โ‡… Avg Price โ‡… LTP โ‡… Invested โ‡… Current โ‡… P&L โ‡… P&L % โ‡… XIRR โ‡… Day Chg โ‡… Hold Days โ‡… Premium ETF Target โ‡… Alert Actions
P&L = (LTP โˆ’ Avg Price) ร— Qty. Day Change = (LTP โˆ’ Prev Close) ร— Qty. Saved in browser storage.

Portfolio Analysis

Loading...

Analysing your portfolio...
Fetching fundamentals & technicals for each holding

๐Ÿ’ฐ Monthly Income & Expenses

Trading P&L + income sources vs expenses โ€” month by month
Total Income
๐Ÿ’ฐ
โ€”
โ€” months
Trading P&L
๐Ÿ“ˆ
โ€”
Net after all charges
Other Income
๐Ÿงพ
โ€”
โ€” entries
Total Expenses
๐Ÿ’ธ
โ€”
โ€” entries
Net Savings
๐Ÿฆ
โ€”
โ€” savings rate
Avg Monthly Income
๐Ÿ“Š
โ€”
across active months
Avg Monthly Expense
๐Ÿงพ
โ€”
across active months
Best Month
๐Ÿ†
โ€”
โ€”
๐Ÿ’ณ CC Due
๐Ÿ”ด
โ€”
across months
๐Ÿฆ Bank Balance
๐Ÿ’ฐ
โ€”
click to manage
๐Ÿ“‚ Income by Category
Loadingโ€ฆ
๐Ÿงพ Expenses by Category
Loadingโ€ฆ
๐Ÿ“ˆ Monthly Income vs Expenses Trend
๐Ÿ“… Month-wise Income Breakdown
Month Trading P&L
Loadingโ€ฆ
Add Income Entry
Record salary, freelance, dividends, rent, etc.
Add Expense
Record rent, food, travel, bills, subscriptions, etc.
CC Due
Track outstanding due per credit card for this month
๐Ÿฆ Bank Balances
Track current balance across your bank accounts

Price Alerts

Manage all portfolio & watchlist price alerts in one place
Loading alertsโ€ฆ

Trading P&L

Month-wise realised P&L โ€” NSE F&O + MCX ยท since Apr 2024
View stats for
Total Gross P&L
โ€”
โ€”
Total Charges
โ€”
Brokerage + taxes
Total Net P&L
โ€”
After all charges
Best Month
โ€”
โ€”
Worst Month
โ€”
โ€”
Misc Expenses
โ€”
Infra, subs, etc.
NFO Gross P&L
โ€”
NSE F&O segment
NFO Charges
โ€”
NFO brokerage + taxes
MCX Gross P&L
โ€”
MCX commodity segment
MCX Charges
โ€”
MCX brokerage + taxes
Charges / Gross
โ€”
Cost drag on trades
๐Ÿ“ Risk Analytics
Monthly net P&L series ยท absolute โ‚น
Total Gross P&L
โ€”
Active series
NFO: โ€”
MCX: โ€”
Equity High (Gross)
โ€”
Peak cumulative gross
NFO: โ€”
MCX: โ€”
Drawdown (Gross)
โ€”
From gross peak
NFO: โ€”
MCX: โ€”
Days in DD (Gross)
โ€”
Since last peak
NFO: โ€”
MCX: โ€”
Total Net P&L
โ€”
Active series
NFO: โ€”
MCX: โ€”
Equity High (Net)
โ€”
Peak cumulative net
NFO: โ€”
MCX: โ€”
Drawdown (Net)
โ€”
From net peak
NFO: โ€”
MCX: โ€”
Days in DD (Net)
โ€”
Since last peak
NFO: โ€”
MCX: โ€”
Deployed Capital
โ€”
NFO: โ€” | MCX: โ€”
Total peak capital requirement. MCX capital is reused after NFO session ends.
Sharpe Ratio
โ€”
monthly net series
Return / risk ratio. >1 = good, >2 = excellent. Uses 0% risk-free (cash deployed in algo).
Max Drawdown
โ€”
peak-to-trough loss
NFO: โ€”
MCX: โ€”
Absolute โ‚น drawdown on cumulative net P&L curve. No fixed capital assumption.
Calmar Ratio
โ€”
annualised net / max DD
Annual net P&L รท |Max Drawdown|. Higher = better reward per unit of drawdown risk.
Sortino Ratio
โ€”
Downside-only std dev
Monthly Volatility
โ€”
Std dev of monthly net
Profit Factor
โ€”
Gross wins / gross losses
Max Consec. Losses
โ€”
Worst losing streak
๐Ÿ“Š P&L Analysis
Win Rate
โ€”
profitable months
Avg Monthly Net
โ€”
per month average
Avg Monthly Charges
โ€”
per month
NFO Contribution
โ€”
of gross P&L
MCX Contribution
โ€”
of gross P&L
Consecutive Wins
โ€”
max profitable streak
๐Ÿ› Charges Breakdown โ€” Brokerage vs Govt Levies
Total Brokerage
โ€”
โ€”% of charges
STT / CTT
โ€”
Securities / Commodity Tax
GST
โ€”
on brokerage
Stamp Duty
โ€”
on buy side
Exchange + SEBI
โ€”
txn + regulatory fees
Other Charges
โ€”
DP, misc
+Other income โ‚น +Equity STCG โ‚น +Equity LTCG โ‚น F&O Turnover โ‚น Gross P&L โ‚น Expenses โ‚น
Net F&O P&L
โ€”
After charges & misc
Carry-fwd Loss Used
โ€”
Balance: โ€”
Taxable F&O Income
โ€”
Slab: โ€”
Est. Tax Payable
โ€”
Incl. 4% cess
Advance Tax (Qtly)
โ€”
JunยทSepยทDecยทMar
๐Ÿ“
ITR-3 Filing Step-by-Step Guide
Business Income
1
Select Initial ITR Schedules
2
Declare F&O Turnover
โ€”
Go to Schedule Trading A/c and enter this under "Sales / Gross receipts of business".
โ„น๏ธ New F&O Turnover = Absolute Profit + Absolute Loss (Sum of favorable & unfavorable differences). Refer to your broker's Tax P&L.
3
Trading Gross Profit
โ€”
In Schedule Trading A/c, this is your "Gross Profit transferred to P&L".
โ„น๏ธ This is your pure trading profit before any deductions for brokerage, STT, or taxes.
4
Claim Business Expenses
โ€”
In Schedule P&L A/c, claim these to reduce your tax liability:
โ€ข Enter STT & GST under "Rates and taxes".
โ€ข Enter Brokerage, Exchange & SEBI fees under "Other expenses".
5
Final Net F&O Income
โ€”
In Schedule P&L A/c, this is your calculated "Net Profit".
โ„น๏ธ This amount automatically flows into Schedule BP (Business & Profession).
6
Declare Other Income
โ€”
โ€”
7
Declare Capital Gains
โ€”
โ€”
โš  F&O losses carry forward 8 yrs (Sec 72) ยท Advance tax due if liability >โ‚น10k ยท Estimate only โ€” consult a CA for filing
Month NFO Gross NFO Charges NFO Net MCX Gross MCX Charges MCX Net Total Gross Misc Exp Total Charges Net P&L ROI %
FY / Year NFO Gross NFO Charges NFO Net MCX Gross MCX Charges MCX Net Total Gross Misc Exp Total Charges Net P&L Months
โ–ผ ๐Ÿ“… P&L Heatmap
Show:
Loading monthly P&Lโ€ฆ first load fetches each month from ACA
No P&L data found. Make sure AC Agarwal is synced first.
โ–ผ ๐Ÿงพ Misc Expenses โ€” Subscriptions, infra, server costs โ€” deducted from Net P&L

My Networth

Consolidated snapshot across all brokers, holdings & assets
Total Net Worth
โ€”
Fetching live dataโ€ฆ
Total Cash
โ€”
ACA + brokers + bank
Total Invested
โ€”
ACA holdings only
Other Assets
โ€”
Manual entries
Liabilities
โ€”
Loans & debt
ACA Cash Balance
โ€”
Sync to fetch
Holdings (ACA)
โ€”
Portfolio current value
Other Broker Balance
โ€”
Manual entry
Other Holdings
โ€”
Manual entry
๐Ÿ’ณ Money Lent
โ€”
From Lending & Borrowing page
Misc Assets
โ€”
Manual entry
๐Ÿฆ Bank Balance
โ€”
From I/E tracker
๐Ÿ’ณ CC Due
โ€”
From I/E tracker
Liabilities
โ€”
Loans & debt
๐ŸŽฏ
FI Number Tracker
Financial Independence ยท 25ร— annual expenses ยท 4% SWR ยท inflation-adjusted ยท USD view
Exp โ‚น/mo
โ‚น/$ โ€”
Return %
INR Infl %
โ‚น Depr %
FI Target โ€”
Current NW โ€”
Gap โ€”
Years to FI โ€”
0%
$โ€”/mo ยท USD FI target (today): $โ€” ยท INR needed at retirement: โ‚นโ€”
FI Number (USD)
โ€”
25ร— annual USD exp ยท 4% SWR
Current NW
โ€”
โ€”
Gap (USD)
โ€”
โ€”
Years to FI
โ€”
at given return rate
Progress to FI 0%
Enter monthly expenses above to calculate your FI number.
Category Manager
Categories and subcategories for manual entries
Asset Breakdown
Total
โ€”
Asset Breakdown
% = share of total networth
Category Source Value (โ‚น) % of Total Type
Loadingโ€ฆ
๐Ÿ› Other Broker Balances โ‚น0
Broker Name Category Balance (โ‚น) Notes โ€”
No brokers added yet.
Click + Add Broker to get started
๐Ÿ“ฆ Other Holdings โ‚น0 Zerodha, mutual funds, PPF, fixed depositsโ€ฆ
Name / Description Category Value (โ‚น) Notes โ€”
No entries yet โ€” click + Add Holding
๐Ÿงฉ Misc Assets โ‚น0 Cash, gold, real estate, vehiclesโ€ฆ
Item Category Value (โ‚น) Notes โ€”
No entries yet โ€” click + Add Item
๐Ÿ”ป Liabilities / Debt โ‚น0 Loans, credit cards, EMIsโ€ฆ
Name / Description Category Amount (โ‚น) Notes โ€”
No liabilities yet โ€” click + Add Liability
ACA Cash Balance auto-fetched live. Holdings value pulled from your portfolio. Manual entries saved in browser storage.

Sovereign Gold Bonds

All NSE-listed SGB series โ€” live prices, same columns as stocks
Total Series
โ€”
Listed on NSE
Gold Rate (approx)
โ€”
Best LTP among series
Gainers
โ€”
Positive change today
Losers
โ€”
Negative change today
SGB Series
๐Ÿ”
Symbol โ‡… Name โ‡… LTP โ‡… Day % โ‡… Prev Close โ‡… 52W High โ‡… 52W Low โ‡… 1yr % โ‡… Add to PF
SGBs earn 2.5% p.a. interest on issue price (semi-annual). Capital gains exempt on maturity redemption. Tenor: 8 years.

Settings

System configuration & secrets

Alert Timings

Broker Credentials

Gmail Connection
Required for automated morning Kotak and ACA syncs
Paste the authorization code or FULL URL from the new tab:

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.
๐Ÿ’ฐ
Deployed Capital
Broker-wise configuration
โš™ Manage Brokers
Rename, hide, or add custom brokers
Add New Broker
๐Ÿ“ Monthly P&L Entry
Add or edit month-wise entries
New Entry
Saved Entries
Period Gross Charges Net
No entries yet