💼 Portfolio — Holdings Tab

How to Add a Trade

If you have symbols + buy prices + quantities, Holdings tracks live P&L, XIRR, index-beat vs Nifty, and 28 other metrics per holding. Once added, today's price updates automatically — you never enter a price again.

Option A — Add One Trade at a Time (Form)

1. Click + Add Trade in the header (top-right corner of the page)
2. Choose asset class: 🇮🇳 Indian / 🌍 Global / 🏦 Mutual Fund / 🌐 Global Fund
3. Type the NSE symbol (e.g. TITAN) or BSE code — autocomplete helps
4. Fill in: Date → Broker (Zerodha, Upstox, Groww…) → Exchange (NSE/BSE) → Buy Price → Qty
5. Optionally pick a Why did you buy? chip — this seeds your Journal entry
6. Click Save Trade

Option B — Bulk Import via CSV (Fastest)

Have more than a handful of trades? Click + Add Trade → switch to the CSV Import tab → paste your data and click Import.

Generic format — copy this structure from any spreadsheet:

Zerodha native export — zero reformatting:
Kite Console → Reports → Tradebook → Download CSV → paste directly. SELL rows are auto-skipped.

Groww native export — zero reformatting:
App → Profile → Reports → Equity Tradebook → Export → paste directly. SELL rows are auto-skipped.

Editing and Deleting Trades

Each Holdings row has a pencil icon (edit) and × icon (delete) at the right end. Click the pencil to reopen the drawer pre-filled — correct any field and re-save. Deleting removes the trade immediately from all P&L, XIRR, and index-beat calculations.

Complete Column Reference

Here is a sample Holdings row showing every column group. Scroll horizontally on mobile.

Core P&L Columns

• LTP — Last Traded Price, refreshed live. Click the ⟳ button in the header to force a full refresh.
• P&L% — Raw percentage gain or loss: (LTP − average cost) ÷ average cost × 100. Does not account for when you invested.
• Invested — Total capital deployed in this stock (sum of all buy trades × quantity at cost).
• Value NOW — LTP × total quantity — the current market value of this position.
• P&L ₹ — Value NOW minus Invested in absolute rupees.

Return Quality Columns

• XIRR — Extended Internal Rate of Return, annualised. This is the number you should compare against fixed deposits, index funds, and other investments. A stock with 84% P&L% bought 5 years ago has a very different XIRR than one bought 6 months ago.
• 3Y% / 5Y% — The stock's 3-year and 5-year price CAGR — not your return, but the stock's historical compounding rate. A stock with a 28% 3Y% has tripled its price over three years on a CAGR basis.
• PG3Y% / PG5Y% — The company's 3-year and 5-year profit (PAT/EPS) CAGR. Compare PG3Y% with 3Y%: if price growth far exceeds profit growth, valuation has expanded. If profit growth exceeds price growth, the stock may be getting cheaper despite rising.

Index-Beat Columns (N50 and N500)

These are the most actionable columns for long-term investors:

• N50 — Your P&L% on this stock minus the Nifty 50's return since your purchase date. Green = you beat the index; red = the index beat you.
• N500 — Same calculation against the Nifty 500. The Nifty 500 includes mid and small caps, so it is a higher hurdle for mid-cap holdings.

Any holding that is consistently negative on both N50 and N500 is a dead weight — you would have earned more by putting that money into an index fund. Use these columns for your annual portfolio review to decide which holdings to exit.

Momentum Score and Signals

• Score — A number from 0 to 5: how many of the five ChartInk technical scans this stock is currently appearing in. The five scans are Stage 2, Near 52-Week High, VCP (Volatility Contraction Pattern), 3-Week Tight, and IPO Breakout. Higher score = more momentum signals converging.
• Signals — The actual signal chips for the active scans. Hover for details.

PEG Ratio

PEG = P/E ÷ growth rate. A PEG below 1.0 is generally considered attractive; above 2.0 suggests the growth story is priced in. The denominator can be configured in Settings:

• Price CAGR (default): PEG = P/E ÷ 3-year price CAGR. Better for assessing momentum stocks where price performance has been a signal of the business's strength.
• Profit Growth: PEG = P/E ÷ 3-year EPS/PAT CAGR. The classical Graham/Lynch definition. Better for fundamental value assessment.

Broker Position Columns

The Portfolio Manager supports 9 brokers: Zerodha, Upstox, Groww, Sharekhan, Angel, mStock, ICICI Direct, HDFC Sec, and INDMoney. Each broker gets its own column showing what percentage of your total portfolio value at that broker is allocated to this stock.

For example, if Titan is 7.2% of your Zerodha portfolio and 4.1% of your Upstox portfolio:

These percentages drive the three Smart View tabs directly:

• If ALL broker values are ≥ the Alloted threshold (default 5%) → appears in the Alloted tab
• If total invested < the Consider limit (default ₹3L) → appears in the Consider tab
• If ANY broker value is < the Add More threshold (default 5%) → appears in the Add More tab

Sorting, Filtering, and the Invest Bar

Sorting

Click any column header to sort ascending. Click again for descending. The most useful sorts:

• Sort by XIRR — ranks holdings by actual compounded annual return. Your top performers by real return, not just raw gain.
• Sort by N50 — reveals index-laggards. Holdings at the bottom deserve a review: why are they underperforming the index?
• Sort by Score — see momentum-backed holdings at the top. Useful when deciding where to add capital.
• Sort by PEG — lowest PEG stocks are potentially the best value within your existing holdings.
• Sort by P&L% — classic view to see your biggest winners and losers. Pair with XIRR sort to avoid being fooled by recent purchases with short holding periods.

Asset Class Pills

The pills above the Holdings table filter by asset class: Indian Equities, Global Equities, Mutual Funds, Global Funds, or Overview (all). The filter applies across Holdings, Alloted, Consider, and Add More simultaneously.

Invest ₹ / Add Qty Calculator

Above the Holdings table, there is an input labelled "Invest ₹ per stock" (default ₹50,000). This drives the Add Qty column that appears on the right side of the table. Change this number and the entire Add Qty column recalculates instantly — no page reload, no API call. Every row updates simultaneously to show how many shares of that holding the new amount would buy at today's live LTP.

This lets you plan positions quickly — set your per-stock budget once, then scan the Add Qty column for your approximate lot sizes across all holdings.

Practical Uses

• Topping up existing holdings: Enter your available capital. Sort by Score descending. The Add Qty column tells you exactly how many shares of each high-momentum holding that budget buys — read down the list and place orders.
• Comparing lot sizes: With ₹50,000, you might get 2 shares of a high-priced stock vs 200 shares of a lower-priced one. The column makes this immediately visible without mental arithmetic.
• Checking affordability: If the calculated Add Qty is 0 or 1, the stock price is near or above your per-stock budget — useful signal to either increase the budget or skip that position for this deployment round.

5-Step Holdings Review Workflow

Step 1 — Sort by XIRR, flag negative performers

Sort the table by XIRR descending. Every holding in the red on XIRR is losing you money in real compounded terms. These are the first candidates for review — not necessarily immediate exits, but positions that need a reason to stay.

Step 2 — Check N50 for every holding

Scroll the N50 column. Any holding that is significantly negative on N50 over a 2+ year holding period is underperforming an index fund. This is the simplest, most brutal filter for portfolio quality. If you have held something for 3 years and it is −15% on N50, you gave up 15 percentage points of index return for that stock.

Step 3 — Compare 3Y% vs PG3Y%

For each major holding, check whether price growth (3Y%) is running ahead of profit growth (PG3Y%). A wide spread — say 3Y%=40%, PG3Y%=15% — means the stock has re-rated significantly. It is not cheap on the same metrics it was when you bought it. Factor this into your conviction level.

Step 4 — Note momentum Score for top-ups

If you are planning to add capital, filter by Score ≥ 3. These holdings have technical momentum supporting the fundamental thesis. Adding to a holding with Score 5 means you are adding with the trend; adding to a Score 0 holding requires stronger fundamental conviction to override the technical absence.

Step 5 — Use the Invest bar for capital deployment

Enter your available capital in the Invest ₹ bar. Sort by your preferred priority column (Score, XIRR, or N50). Read the Add Qty column for your top candidates. Place your trades directly from this view.

Related Portfolio Guides

• Portfolio Manager Hub — overview of all 13 tabs and getting started
• Smart Views (Alloted, Consider, Add More) — broker position thresholds and allocation gaps
• Watchlist Tab — sell signals, Review Holdings card, fundamentals comparison
• Settings Tab — configuring PEG denominator, thresholds, and broker visibility