MF vs Stocks allocation
MF category mix
Top MF performers
Top stock gainers
⚠ Risk concentration alerts
THIS MONTH'S ACTION PLAN
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Portfolio health score
Score breakdown
Drawdown Analyzer
How far your portfolio fell from its peak — and how fast it recovered
Max Drawdown
—
Peak → Trough
Current Drawdown
—
From last peak
Recovery Time
—
Months to recover
Peak Portfolio Value
—
Highest cumulative invested
| Fund name | Category | Lots | Invested | Current value | Gain / Loss | Return % | CAGR | Holding |
|---|
| Stock | Sector | Risk | Quantity | CMP (₹) | Invested | Market value | P&L | Return % | CAGR | Holding |
|---|
◈ Analyst actions
Tax harvesting assistant
FY Indian equity tax — LTCG 12.5% (held >1yr, gains >₹1.25L) · STCG 20% (held <1yr)
Monthly MF investment flow
Stock sector P&L
Portfolio ratios
XIRR estimate
Money-weighted return computed from your actual lot dates and amounts:
Benchmark comparison
Historical average CAGR — your portfolio vs market benchmarks · ⚠ Benchmark figures as of Jan 2025 — may diverge from current index returns
Your funds vs category benchmark
Monthly investment heatmap
Yearly investment totals
Monthly breakdown
Cumulative invested over time (MF + Stocks)
Set your goal
Target corpus
Target year
Expected annual return (%)
Wealth projection
SIP scenarios — monthly amount needed to reach goal
Milestone tracker
Target allocation
Set your ideal portfolio mix
Mutual Funds (MF)70%
Large-cap Stocks20%
ETF / Index10%
Total allocation100%
Current vs target
Rebalancing action plan
Exact moves to reach your target allocation
How rebalancing works
Rebalancing restores your intended risk profile by selling overweight assets and buying underweight ones. It enforces discipline by locking in gains from outperformers and deploying into laggards at lower prices. Aim to rebalance when any class drifts more than ±5% from target, or at least once per year. Note: selling in India attracts STCG (20%) or LTCG (12.5%) — factor this in before executing. Consider rebalancing via new SIP deployment into underweight assets first, to minimise taxable events.
Import new Excel data
Drop your broker-exported Excel files below — the dashboard updates instantly with no Python or server required.
① Mutual Funds file
📊
Drop MF Excel file here
or click to browse — .xlsx / .xls
② Stocks file
📈
Drop Stocks Excel file here
or click to browse — .xlsx / .xls
Wealth waterfall — where your money came from
Starting capital → SIPs added → MF gains → Stock gains → Current portfolio value
Amount
% of final
Waterfall breakdown
Wealth composition insight
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LOADING SIGNAL…
Analysing your portfolio…
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This week at a glance
Key portfolio events in the next 7 days
Action items
Weekly investor checklist
Tap to mark done — resets each week