Sample dashboard
One consolidated view, across every broker
Mock data from three connected brokers. Everything shown here is computed after costs, per tax lot, and reconciled across accounts.
Portfolio value
₹12,45,000
+14.2% all-time · invested ₹10,90,000
The two returns that matter
- Time-weighted
- +16.1%
- Money-weighted
- +14.2%
- Benchmark
- +13.0%
How the strategy performed
Your actual experience, given deposit and exit timing
The relevant market
Your behaviour gap is 1.9% — the cost of when you bought and sold rather than what you owned. We show it so you can close it.
Allocation
- Equity70%
- Debt20%
- Cash10%
Alerts
Ordered by how much they cost you if ignored.
Rebalance pending
2 portfolios drifted beyond your tolerance band (Clean Energy Leaders, All-Weather Core).
Concentration above risk budget
Small-cap exposure is 19% against a 12% budget for your stated loss capacity.
3 tax lots approaching long-term
Holding 21 more days moves ₹1.9L of gains into the long-term bracket.
AI co-pilot insight
Your portfolio is overexposed to small-cap risk relative to your stated goal. Consider trimming on the next rebalance rather than selling now — two lots turn long-term this month.
Explanation only. The co-pilot never recommends a security and never places a trade — see its limits.
Actions
Sample dashboard with mock balances. Nothing here is investment advice. Returns shown are after costs where modelled; your own outcome will differ.