Portfolio
Broker holdings · Thesis health · Risk analysis
Zerodha
Kite Connect
Official API sync for holdings after Kite login.
Groww
CSV Import
Use exported holdings until a supported retail API exists.
INDmoney
CSV Import
Import portfolio rows from reports or manual export.
Portfolio Analysis
Allocation, thesis risk, and concentration checks
Current Value
₹4,34,278
Invested
₹4,44,175
Total P&L
-₹9,897
Return
-2.2%
Sector Exposure
8 sectorsNBFC44.6%
FMCG23.3%
Auto13.6%
Paints7.5%
IT Services5.6%
Banking3.1%
Metals1.2%
Consumer Internet1.1%
Risk Flags
NBFC concentration is 45%
BAJAJFIN is above 25% of portfolio value
1 holding has a broken thesis
Import Holdings
Expected order: ticker, quantity, average price, last traded price, optional sector.
TickerNameQtyValueP&L