PORTFOLIO HEALTH
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PRIVATE INDIAN MARKET MONITOR
AI Trader
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Sign in to view locally stored portfolio and research information.
OVERVIEW
Dashboard
CONSOLIDATED VALUE
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- Invested amount
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- Stock value
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- Available cash
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- Unrealised gain / (loss)
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MARKET COVERAGE
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HELD SECURITIES
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Mapped broker holdings in your consolidated view.
ACTION QUEUE
0 alerts
Review alerts and approved assessments. This app never submits a broker order.
HELD SECURITIES
Portfolio at a glance
BROKER-RECONCILED
Portfolio
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Portfolio values use the latest stored quotes. A missing quote is shown clearly.
HOLDINGS
Current positions
PORTFOLIO FACTS
Portfolio report
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RESEARCH READINESS
Portfolio suggestions
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Only sourced facts and stored assessment evidence can produce a suggestion. Price movement alone never creates a buy/sell call.
FUNDAMENTAL COVERAGE
Refresh priority
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Coverage checks freshness, quality approval, and immutable snapshot lineage. It does not change a ranking or place an order.
LARGEST POSITIONS
Allocation
UNREALISED P&L
Top gainers
UNREALISED P&L
Top losers
READ THIS FIRST
What this report means
Allocation and P&L are descriptive portfolio facts from stored quotes. They are not buy, hold, reduce, exit, or tax advice.
PERSONAL RESEARCH LIST
Watchlist
Watchlist entries are stored in your private server-side account. Broker tokens are never stored in the browser.
STOCK RESEARCH
Analyse a stock
Uses source-versioned fundamentals, governance signals, daily technical factors, price quality, and approved assessments. Select Bank/NBFC for financial institutions; no recommendation is invented when evidence is incomplete.
PERSONAL THESIS JOURNAL
Review queue
Due and invalidated theses appear first. Reviews preserve your notes and linked evidence but never place or approve an order.
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HISTORICAL FEEDBACK
Observed thesis outcomes
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Outcome labels describe subsequent sourced facts and adjusted prices. They are not advice, forecasts, or order authority.
APPROVED RESEARCH CANDIDATES
Top stocks
Candidates are sourced, quality-gated research outputs—not trade instructions.
Long-term candidates
No approved candidates yet.
Top-stock lists remain empty until licensed fundamentals, quality checks, and a versioned strategy rank are available. The app will not invent a buy/sell call.
AUTHORITATIVE INBOX
Alerts
ACTIVE PRICE RULES
Monitor thresholds
Create a threshold from a stock’s analysis screen. Rules are checked when you manually refresh quotes; they never place an order.
EVENT HISTORY
Alert inbox
No alerts yet.
PRIVATE APP SETTINGS
Settings
Safety status
- Broker mode
- Read-only monitoring
- Order placement
- Disabled
- Client
- Private Safari PWA
RESEARCH DATA ONBOARDING
Import verified fundamentals
Paste JSON from an official filing or licensed personal-use data export. Values, period dates, publication dates, source, and version are required. This screen never estimates facts.
Install privately
On iPhone open this site in Safari, Share, then Add to Home Screen. On Apple Silicon Mac use Safari File → Add to Dock.