See your whole portfolio in one place

Start with the building blocks

Three allocation pages break your portfolio into parts. Stock Allocation covers stocks in Global, India and Combined sections. Equity MF Allocation and Debt MF Allocation keep equity and debt funds apart.

• Each holding shows invested value, current value, P&L, day change, expected dividend, share of the section and XIRR.
• Totals use a true aggregate XIRR from all dated cash flows, not an average of rows.
• Day change compares with the prior close while holding FX constant, so it reflects price movement, not currency movement.
• Expected dividend is an estimate (current value times annual yield), not cash received.

Then zoom out with Holdings

Holdings combines stocks, equity funds, debt funds, open FDs and real estate into one view with summary cards, an allocation chart, a trend chart and a drill-down table.

For FDs it counts principal plus current-year accrued interest as the current value. Tagging a holding `metal` or `crypto` moves it into Gold/Silver or Crypto categories, which gives you a closer picture of your real asset mix. Properties from Real Estate appear as their own category at their latest recorded value, so a large property no longer hides behind a market-only picture.

What to look for

• Asset mix: is the split between equity, debt, FDs, real estate and metals what you intended? Property is often the largest and least liquid slice.
• Concentration: does one stock or fund dominate? If so, continue to Rebalancing.
• Performance: which categories drive XIRR, and which drag it?
• Trend: the portfolio trend chart builds up over time and keeps up to a year of history.