Unified wealth view

Your entire portfolio in one dashboard

Track holdings, day P&L and asset allocation across equity, mutual funds and F&O — without switching apps or spreadsheets.

  • 3Asset classes
  • LiveP&L updates
  • 1Unified view
Total portfolio value ₹12,84,560
+₹18,420 today

Asset allocation

Equity
58%
Mutual Funds
28%
F&O
14%

Top holdings

  • RELIANCE+2.4%
  • HDFC Bank+1.1%
  • Parag Parikh MF+0.8%
  • NIFTY CE-0.6%
Portfolio dashboard

Everything you hold, clearly organised

Filter by segment, review returns and download statements — all from a single portfolio workspace.

All Equity Mutual Funds F&O
Invested₹11,42,000
Current value₹12,84,560
Overall P&L+₹1,42,560+12.5%
Today's P&L+₹18,420+1.4%
InstrumentSegmentQty / UnitsCurrentP&L
RE
Reliance IndustriesNSE · Equity
Equity50₹2,48,500+₹12,400
HD
HDFC Bank LtdNSE · Equity
Equity120₹1,96,800+₹8,640
PP
Parag Parikh Flexi CapDirect · Growth
MF842₹3,58,200+₹42,100
NF
NIFTY 24500 CEWeekly · F&O
F&O150₹1,12,500-₹4,200

Sample portfolio data for illustration. Live holdings and P&L appear after account activation.

Multi-segment

One platform, every asset class

Equity holdings

Delivery and intraday stocks with live LTP, average price, day change and overall returns per scrip.

Mutual funds

SIP and lump-sum MF units with NAV, invested value and category-wise allocation.

F&O positions

Open futures and options with MTM P&L, expiry dates and margin utilisation at a glance.

Reports & exports

Download ledger, P&L and tax-friendly statements. Track dividends, bonuses and corporate actions in one timeline.

Smart insights

Decisions backed by clear data

Real-time P&L

See day-wise and overall profit/loss updated as markets move — for each holding and your full book.

Allocation view

Understand how your wealth is split across equity, debt, hybrid and derivatives to rebalance with confidence.

Family-ready

Architecture built to support consolidated family views as you grow — one broker, one portfolio picture.

FAQ

Portfolio questions

Holdings across equity, mutual funds and F&O with current value, invested amount, P&L, and asset allocation breakdown — all in one unified view.

Equity and F&O positions reflect live market prices during market hours. Mutual fund NAVs update as per AMFI publication cycles.

Yes. You can access and download ledger, contract notes, P&L summaries and other account statements from the platform.

Dividends, bonuses, splits and other corporate actions are reflected in your holdings and transaction history for accurate portfolio tracking.
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