Portfolio | Track & Manage Your Stock Portfolio

Guide
- Basic
- Analytical
- Professional
- Advanced
▼
- Dashboard
- Portfolio
- Notification History
- Billing History
- My Referrals
- Profile
- Home
- SignOut
Login

Home

Dashboard

AI Stock Analysis

Add Portfolio

Import

Export

Portfolios

Please wait while we are fetching portfolio data...

Portfolio Summary

Rank	Stock	Sector	Weight	Risk	Signal	Value

Portfolio Allocation

Risk Distribution

Sector Breakdown

Sector	Value	Stock Count	Weight %

Sector Allocation by Value

Sector Allocation by Percentage

Risk Analysis Matrix

Symbol	Volatility	Max Drawdown	Risk Level	Weight

Volatility Levels

Max Drawdown

Risk–Weight Correlation

Complete Indicator Matrix

Symbol	RSI	MACD	Stoch K	ADX	EMA 20	EMA 50	EMA 200	BB Upper	BB Lower	Signal

RSI Distribution

MACD Signals

ADX (Trend Strength)

Stochastic K

📂

Choose Excel File

Drag and drop your file here or click to browse

📄

portfolio.xlsx

24 KB

📋

Excel Template

Download our standard format (.xlsx only)

📌 Import Requirements

Only one portfolio can be imported at a time
Please use the provided Excel template for the import
Portfolio Name is mandatory and must not exceed 50 characters
The file must contain at least one valid stock
Symbol, Purchase Date, Purchase Price ($) and Quantity columns are mandatory
Purchase Date format must be DD-MM-YYYY should not be a future date.
Quantity must be a positive number with a maximum of 8 digits
Invalid or unknown stock symbols will be rejected and displayed in an error message
You can import a maximum of 200 stocks
Only .xlsx files are supported

✓ Max 200 stocks

✓ .xlsx format only

✓ Name ≤ 50 chars

✓ Positive quantities

Smart Recommendations

📊 Portfolio Intelligence

Active Filters

Top Picks for You

Portfolio Summary

Portfolio Allocation

Risk Distribution

Sector Breakdown

Sector Allocation by Value

Sector Allocation by Percentage

Risk Analysis Matrix

Volatility Levels

Max Drawdown

Risk–Weight Correlation

Complete Indicator Matrix

RSI Distribution

MACD Signals

ADX (Trend Strength)

Stochastic K

Smart Recommendations

📊 Portfolio Intelligence

Active Filters

Top Picks for You

Portfolio Summary

Portfolio Allocation

Risk Distribution

Sector Breakdown

Sector Allocation by Value

Sector Allocation by Percentage

Risk Analysis Matrix

Volatility Levels

Max Drawdown

Risk–Weight Correlation

Complete Indicator Matrix

RSI Distribution

MACD Signals

ADX (Trend Strength)

Stochastic K

Add Portfolio

Edit Portfolio

Add Stocks

Edit Quantity

Export Portfolios

Import Portfolio

Add Portfolio Stock Selection Strategy

Edit Screener Filters