Portfolio Overview
Total Portfolio Value
24,520.89
+2.4% today
Total Investments
32
12 Stocks, 20 Mutual Funds
Today's Gain/Loss
+ ,245.20
Updated 5 mins ago
Total Returns
+18.24%
Since inception
Asset Allocation
Portfolio Performance
Recent Activity
| Type | Asset | Amount | Date | Status |
|---|---|---|---|---|
| Buy | AAPL | $5,240.00 | Dec 12, 2023 | Completed |
| Sell | GOOGL | $3,180.00 | Dec 11, 2023 | Completed |
Technical Analysis
RSI
65.42
MACD
12.33
Price Movement
Day Range
45.23 - 52.45
52 Week Range
32.10 - 76.89
Volume Analysis
Average Volume
12.5M
Volume Today
15.2M
Market News & Alerts
Q4 Earnings Beat Expectations
Company XYZ reported strong Q4 earnings, beating market expectations by 12%...
2 hours ago
New Price Target
Analysts raise price target to 80, citing strong growth prospects...
5 hours ago
NAV Trend
Returns Analysis
Risk Assessment
Mutual Fund Holdings
| Fund Name | Category | NAV | 1Y Returns | Risk Level | Action |
|---|---|---|---|---|---|
|
Growth Fund Direct
Large Cap
|
Equity | ₹45.67 | +12.5% | High | |
|
Balanced Advantage
Hybrid
|
Hybrid | ₹32.45 | +8.3% | Moderate |
Total Returns
Absolute Returns
+24.5%
XIRR
18.2%
Investment Growth
Initial Investment
$50,000
Current Value
$62,250
Portfolio Alpha
Alpha
+2.4%
Beta
0.85
Performance Metrics
| Metric | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|
| Returns | +2.5% | +5.8% | +12.3% | +24.5% | +45.2% |
| Sharpe Ratio | 1.2 | 1.4 | 1.5 | 1.8 | 2.1 |
| Volatility | 12.5% | 11.8% | 10.5% | 9.8% | 8.5% |
NIFTY 50
19,425.35
+1.2% (+245.20)
SENSEX
64,832.12
+0.9% (+583.45)
USD/INR
73.25
-0.3% (-0.22)
Market Cap
₹312.5T
+1.5% (+₹4.6T)
Sector Performance
Market Breadth
Latest Market News
RBI Monetary Policy: Key Rates Unchanged
The Reserve Bank of India (RBI) kept key policy rates unchanged in its latest monetary policy review...
30 minutes ago
IT Sector Leads Market Rally
Technology stocks led the market rally today with major IT companies posting strong gains...
2 hours ago
Technical Indicators
RSI (14)
MACD
Volume Analysis
Total Transactions
248
Last 30 days
Total Inflow
$85,420.50
Last 30 days
Total Outflow
$42,180.25
Last 30 days
Transaction History
| Date & Time | Type | Asset | Quantity | Price | Total | Status | Action |
|---|---|---|---|---|---|---|---|
|
Dec 15, 2023
14:30:25
|
Buy |
AAPL
Apple Inc.
|
25 | 89.25 | $4,731.25 | Completed | |
|
Dec 14, 2023
10:15:42
|
Sell |
GOOGL
Alphabet Inc.
|
10 | 32.85 | ,328.50 | Completed |
Generate Report
Portfolio Analytics
Risk Analysis
Recent Reports
| Report Name | Type | Generated On | Period | Format | Actions |
|---|---|---|---|---|---|
|
Q4 2023 Portfolio Summary
|
Portfolio Summary | Dec 31, 2023 | Q4 2023 |
|
|
|
2023 Tax Statement
|
Tax Statement | Dec 30, 2023 | FY 2023 | Excel |
|