Portfolio analyser, Portfolio Holdings Live, Portfolio mojo analysis, Quality, Valuation, Financial Trend of portfolio stocks, Returns, Risk, Liquidity, Diversification, Tax analysis, Portfolio profile, Gainers, losers and contributors, Portfolio Networth

Portfolio Holdings

Company Price	Mojo Dots	Price (%change)	Volume Change	Unrealized Gain	Technical	Financial Trend Result Date	Expert Recommendation	Things you should know
{{value.short}} {{value.action.bell.msg}}		{{value.cmp\| INR : 2}} {{(value.traded != 'Not Traded')?(value.chgp\| convert_ind_rs : 2) +"%":'Not Traded'}}	{{(value.traded != 'Not Traded')?(value.vol\| convert_ind_rs : 2):'Not Traded'}} {{value.volperc\| INR : 2}}%	Not Traded	{{(value.unrgain != '-')?(value.unrgainp \| INR : 2) +"%":value.unrgain}} {{value.trackdt}}	{{value.dotsum.tech_txt}}	{{value.result.msg}}	{{value.dotsum.f_txt}} ({{value.dotsum.f_pts}}) {{value.result.dt}}	{{value.reco.txt1 \| cut:true:32:' ...'}} {{value.reco.txt2 \| cut:true:32:' ...'}} {{value.reco.txt3 \| cut:true:32:' ...'}}	{{value.reco.txt\| cut:true:32:' ...'}}	{{news_list[value.sid].header}} {{news_list[value.sid].msg\| cut:true:(70-news_list[value.sid].header.length):' ...'}}	{{value.action.txt}}

Company	Live Price Change	Inv. Price Quantity	Inv. Value Inv. Date	Day’s Gain in %	Unrealized Gain in %	Latest Value
{{value.short}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.iprice\| INR : 2}} {{value.iqty}}	{{value.ival\| INR : 0}} {{value.idate\|date:'dd-MMM-yyyy'}}	{{value.dgain\| INR : 0}} {{value.dgainp\| INR : 2}}%	{{value.unrgain\| INR : 0}} {{value.unrgainp\| INR : 2}}%	{{value.lval\| INR : 0}}
		{{details.iprice\| INR : 2}} {{details.iqty}}	{{details.ival\| INR : 0}} {{details.idate\|date:'dd-MMM-yyyy'}}	{{details.dgain\| INR : 0}} {{details.dgainp}}%	{{details.unrgain\| INR : 0}} {{details.unrgainp}}%	{{details.lval\| INR : 0}}
Total			{{transaction.total.ival\| INR : 0}}	{{transaction.total.dgain\| INR : 0}} {{transaction.total.dgainp}}%	{{transaction.total.unrgain\| INR : 0}} {{transaction.total.unrgainp}}%	{{transaction.total.lval\| INR : 0}}

Company Sector	Live Price Change	Market Cap Category	1 Year Return	Volatility	Risk Adj Return	Beta (Adjusted)	Value At Risk (in Rs)
{{value.short}} {{value.indname}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.mcap\| INR : 0}} Cr {{value.mcapcls}}	{{value.Y1.val\| INR : 2}}%	NA	{{value.volatility\| INR : 2}}%	NA	{{value.riskadj\| INR : 2}}	NA	{{value.beta\| INR : 2}}	NA	{{value.riskval\| INR : 0}}	NA

Company Sector	Live Price Change	Quantity	Vol 20d Avg Qty/Vol	Delivery 20d Avg Qty/Delivery	Liquidity Risk	Latest Value
{{value.short}} {{value.indname}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.qty\| INR : 0}}	{{value['d5avgvol']\| convert_ind_rs : 2}} {{value.qtyvol\| INR : 2}}%	{{value['d5delivol']\| convert_ind_rs : 2}} {{value.qtydeli\| INR : 2}}%	{{value.risk}}	{{value.lval\| INR : 0}}
Total						{{liquidity.total.lval\| INR : 0}}

Company Sector	Live Price Change	Price Jan 31	Quantity	Avg Holding (Yrs)	ST Tax (If Sold)	Days left for ST Tax	LT Tax (If Sold)	Latest Value	Post Tax Value
{{value.short}} {{value.indname}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.jan31price\| INR : 2}}	{{value.qty\| INR : 0}}	{{value.avghold\| INR : 2}}	{{(value.sttax == -999999 \|\| value.sttax =="-" )?"-":(value.sttax\|INR:0)}}	{{this["taxrowclick" + this.value.sid]}}Click for Details	{{value.dayleft}}	{{(value.lttax == -999999 \|\| value.lttax =="-" )?"-":(value.lttax\|INR:0)}}	{{value.lval\| INR : 0}}	{{value.ptv\| INR : 0}}
		{{value.jan31price\| INR : 2}}	{{details.qty\| INR : 0}}	{{details.avghold\| INR : 2}}	{{(details.sttax == -999999 \|\| details.sttax == "-")?"-":(details.sttax\|INR:0)}}	{{details.dayleft}}	{{(details.lttax == -999999 \|\| details.lttax == "-")?"-":(details.lttax\|INR:0)}}	{{details.lval\| INR : 0}}	{{details.ptv\| INR : 0}}
Total				{{tax.total.avghold\| INR : 2}}	{{tax.total.sttax\| INR : 0}}		{{tax.total.lttax\| INR : 0}}	{{tax.total.lval\| INR : 0}}	{{tax.total.ptv\| INR : 0}}

Company Sector	Live Price Change	Year End Result Type	Net Sales / Int Earned (Rs Cr)	Other Income (Rs Cr)	Operating Profit (Rs Cr)	Interest Paid (Rs Cr)	Tax Ratio (%)	Net Profit (Rs Cr)	EPS (Rs)
{{value.short}} {{value.indname}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.year\|date:'MMM yyyy'}} {{value.type}}	{{value.netsale\| INR : 2}}	{{value.netsale}}	{{value.othinc\| INR : 2}}	{{value.othinc}}	{{value.opprof\| INR : 2}}	{{value.opprof}}	{{value.intpaid\| INR : 2}}	{{value.intpaid}}	{{value.tax\| INR : 2}}%	{{value.tax}}	{{value.netprof\| INR : 2}}	{{value.netprof}}	{{value.eps\| INR : 2}}	{{value.eps}}

Company	Latest Price Change	Result Date	Financial Trend	Result Commentary	Returns since result	Return last 15 days	Portfolio Value (Weight)
{{value.short}} {{value.indname}} ({{value.exch}})	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.resdt}}	{{value.resmsg}}			{{value.dotsum.f_txt}} (Score {{value.dotsum.f_pts}})	{{value.rescomm.txt}} (Prev Score {{value.dotsum.prev_score}})	{{value.resret.resultdt.chgp}}%	-	{{value.resret['D15'].chgp}}%	-	{{value.pv\|INR:0}} ({{value.pwt}}%)
{{value.short}} {{value.indname}} ({{value.exch}})	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.resdt}}	{{value.resmsg}}			{{value.dotsum.f_txt}} (Score {{value.dotsum.f_pts}})	{{value.rescomm.txt}} (Prev Score {{value.dotsum.prev_score}})	{{value.resret.resultdt.chgp}}%	-	{{value.resret['D15'].chgp}}%	-	{{value.pv\|INR:0}} ({{value.pwt}}%)

Company Price	Day's Gain in %	Unrealized Gain in %
{{value.short}} {{value.cmp\| INR : 2}}	{{value.dgain\| INR : 0}} {{value.dgainp\| INR : 2}}%	{{value.unrgain\| INR : 0}} {{value.unrgainp\| INR : 2}}%
Total	{{transaction.total.dgain\| INR : 0}} {{transaction.total.dgainp\| INR : 2}}%	{{transaction.total.unrgain\| INR : 0}} {{transaction.total.unrgainp\| INR : 2}}%

Company	Quantity Inv. Price	Latest Value Inv. Value
{{value.short}}	{{value.iqty}} {{value.iprice\| INR : 2}}	{{value.lval\| INR : 0}} {{value.ival\| INR : 0}}
	{{details.iqty\| INR : 2}} {{details.iprice\| INR : 2}}	{{details.lval\| INR :0}} {{details.ival\| INR : 0}}
Total		{{transaction.total.lval\| INR : 0}} {{transaction.total.ival\| INR : 0}}%

Company Sector	Volume Change	Day's High Day's Low
{{value.short}} {{value.indname}}	{{value.cvol\| INR : 0}} {{value.cvolp\| INR : 2}}	{{value.dh\| INR : 2}} {{value.dl\| INR : 2}}

Company Price	52 week High 52 week Low	All time High All time Low
{{value.short}} {{value.cmp\| INR : 2}}	{{value.wk52h\| INR : 2}} {{value.wk52l\| INR : 2}}	{{value.ath\| INR : 2}} {{value.atl\| INR : 2}}

Sector	Portfolio Weight	Overall Gain Gain Contribution
{{industry}}	{{value.pwt\|INR:2}}%	{{value.unrgain\|INR:2}} {{value.unrgaincont\|INR:2}}%
{{value.short}}	{{value.pwt\|INR:2}}%	{{value.unrgain\|INR:2}} {{value.unrgaincontri\|INR:2}}%

MCap Category	Portfolio Weight	Overall Gain Gain Contribution
{{mcap\| capitalize}} Cap	{{transaction['total']['cap'][mcap]['pwt']\|INR:2}}%	-	{{transaction['total']['cap'][mcap].unrgain\|INR:2}} {{transaction['total']['cap'][mcap].unrgaincont\|INR:2}}%	-
{{value.short}}	{{value.pwt\|INR:2}}%	{{value.unrgain\|INR:2}} {{value.unrgaincontri\|INR:2}}%

Holdings	Portfolio Weight	Overall Gain Gain Contribution
Top 3 Holdings	{{top3total['pwt']\|INR:2}}%	-	{{top3total['unrgain']\|INR:2}} {{top3total['unrgaincontri']\|INR:2}}%	-
{{transaction.list[top3]['short']}}	{{transaction.list[top3]['pwt']\|INR:2}}%	{{transaction.list[top3]['unrgain']\|INR:2}} {{transaction.list[top3]['unrgaincontri']\|INR:2}}%
Tail Stocks	{{tailtotal['pwt']\|INR:2}}%	-	{{tailtotal['unrgain']\|INR:2}} {{tailtotal['unrgaincontri']\|INR:2}}%	-
{{transaction.list[top3]['short']}}	{{transaction.list[top3]['pwt']\|INR:2}}%	{{transaction.list[top3]['unrgain']\|INR:2}} {{transaction.list[top3]['unrgaincontri']\|INR:2}}%
Remaining	{{remaintotal['pwt']\|INR:2}}%	-	{{remaintotal['unrgain']\|INR:2}} {{remaintotal['unrgaincontri']\|INR:2}}%	-
{{transaction.list[top3]['short']}}	{{transaction.list[top3]['pwt']\|INR:2}}%	{{transaction.list[top3]['unrgain']\|INR:2}} {{transaction.list[top3]['unrgaincontri']\|INR:2}}%

Company Price	Dividend Received Overall Gain	Total Return Latest Value
{{value.short}} {{value.cmp\| INR : 2}}	{{value.div\| INR : 0}} {{value.unrgain\| INR : 0}}	{{value.tret\| INR : 0}} {{value.lval \| INR:0}}

Company Price	Quality Rank	Latest Value Portfolio Weight
{{value.short}} {{value.cmp\| INR : 2}}	{{value.dotsum.q_txt}} (#{{value.dotsum.q_rank}} of {{value.dotsum.stk_sect}})	{{value.lval\|INR:0}} {{value.pwt\|INR:2}}

Company Price	Valuation	Latest Value Portfolio Weight
{{value.short}} {{value.cmp\| INR : 2}}	{{value.dotsum.v_txt}}	{{value.lval\|INR:0}} {{value.pwt\|INR:2}}

Company Price	Financial Trend Score	Latest Value Portfolio Weight
{{value.short}} {{value.cmp\| INR : 2}}	{{value.dotsum.f_txt}} ({{value.dotsum.f_pts}})	{{value.lval\|INR:0}} {{value.pwt\|INR:2}}

Company Price	1 Year Return
{{value.short}} {{value.cmp\| INR : 2}}	{{value.Y1.val\| INR : 0}}%	NA

Company Price	Risk adjusted Return 1 Year Return	Volatility Beta
{{value.short}} {{value.cmp\| INR : 2}}	{{value.riskadj\| INR : 2}} {{value.Y1.val\| INR : 2}}%	NA	{{value.volatility\| INR : 2}}% {{value.beta\| INR : 2}}	NA

Company Price	Quantity	Volume 20d Avg Delivery 20d Avg
{{value.short}} {{value.cmp\| INR : 2}}	{{value.qty\| INR : 0}} {{value.days\| INR : 2}}	{{value['d5avgvol']\| convert_ind_rs : 2}} {{value['d5delivol']\| convert_ind_rs : 2}}

Company Price	ST Tax	Latest Value Post Tax Value
{{value.short}} {{value.cmp\| INR : 2}}	{{value.sttax\| INR : 0}}	{{value.lval\| INR : 0}} {{value.ptv\| INR : 0}}

Company Price	Market Cap Type	Dividend Yield
{{value.short}} {{value.cmp\| INR : 2}}	{{value.mcap\| INR : 0}} cr {{value.mcapcls}}	{{value.divy \| INR:2}}%

Company Price	PE Industry PE	Price to Adj Bv Industry Avg
{{value.short}} {{value.cmp\| INR : 2}}	{{value.pe \| INR:2}} - NA (Loss Making) {{value.ipe \| INR:2}} -	{{value.padjbv \| INR:2}} - {{value.indpadjbv \| INR:2}} -

Company Price	Net Sales/Interest Earned Operating Profit	Net Profit EPS
{{value.short}} {{value.cmp\| INR : 2}}	{{value.netsale\| INR : 2}} {{value.opprof\| INR : 2}}	{{value.netprof\| INR : 2}} {{value.eps\| INR : 2}}

Company Price	1 week YTD	1 year 3 year
{{value.short}} {{value.cmp\| INR : 2}}	{{value.returns['W1']['val']\|INR:2}}% {{value.returns['YTD']['val']\|INR:2}}%	NA	{{value.returns['Y1']['val']\|INR:2}}% {{value.returns['Y3']['val']\|INR:2}}%	NA

Company	Result Date	Financial Trend in Mar 17
{{value.short}} {{value.indname}} ({{value.exch}})	{{value.resdt}}	{{value.resmsg}}			{{value.dotsum.f_txt}} (Score {{value.dotsum.f_pts}})
{{value.short}} {{value.indname}} ({{value.exch}})	{{value.resdt}}	{{value.resmsg}}			{{value.dotsum.f_txt}} (Score {{value.dotsum.f_pts}})

By default, live prices used are BSE prices. However, if stock is not listed on BSE then NSE prices are used
Click on different tabs to see further information on portfolio stocks

Stocks found with mismatch in transactions

Company Price	Day's Gain in %	Unrealized Gain in %
{{value.details.short}} {{value.details.cmp\| INR : 2}}	{{value.buy.dgain\| INR : 0}} {{value.details.chgp\| INR : 2}}%	{{value.buy.unrgain\| INR : 0}} {{value.buy.unrgainp\| INR : 2}}%
Total	{{suspecious_total.buy.dgain\| INR : 0}} {{suspecious_total.buy.dgainp\| INR : 2}}%	{{suspecious_total.buy.unrgain\| INR : 0}} {{suspecious_total.buy.unrgainp\| INR : 2}}%

Company	Quantity Inv. Price	Latest Value Inv. Value
{{value.details.short}}	{{value.buy.quantity}} {{value.buy.price\| INR : 2}}	{{value.buy.lv\| INR : 0}} {{value.buy.iv\| INR : 0}}
Total		{{suspecious_total.buy.lv\| INR : 0}} {{suspecious_total.buy.iv\| INR : 0}}

Company	Live Price Change	Inv. Price Quantity	Inv. Value Inv. Date	Day's Gain in %	Unrealized Gain in %	Latest Value
{{value.details.short}}	{{value.details.cmp\| INR : 2}} {{value.details.chg\| INR : 2}} ({{value.details.chgp\| INR : 2}}%)	{{value.buy.price\| INR : 2}} {{value.buy.quantity}}	{{value.buy.iv\| INR : 0}} {{value.buy.idate}}	{{value.buy.dgain\| INR : 2}} {{value.details.chgp\| INR : 2}}%	{{value.buy.unrgain\| INR : 0}} {{value.buy.unrgainp\| INR : 2}}%	{{value.buy.lv\| INR : 0}}
Total			{{suspecious_total.buy.iv\| INR : 0}}	{{suspecious_total.buy.dgain\| INR : 0}} {{suspecious_total.buy.dgainp}}%	{{suspecious_total.buy.unrgain\| INR : 0}} {{suspecious_total.buy.unrgainp}}%	{{suspecious_total.buy.lv\| INR : 0}}

How am I doing Today

Your Portfolio Movement Today Refresh

PORTFOLIO

{{actionTodayGraph.port|INR}}%

COMPOSITE INDEX

{{actionTodayGraph.comp|INR}}%

SENSEX

{{actionTodayGraph.sensex|INR}}%

TOP CONTRIBUTOR

There are no gainers today

{{actionToday.overall.contri[0].dgain|INR:0}} ({{actionToday.overall.contri[0].dgainp|INR}}%)

TOP DRAG

There are no losers today

{{actionToday.overall.drags[0].dgain|INR:0}} ({{actionToday.overall.drags[0].dgainp|INR}}%)

Card Title

Elements on the Price Movement Card

Price Chart
- The interactive chart gives a quick view of the movement in Portfolio Value during the selected time frame
- The Portfolio Value is adjusted for any buying/selling activity done by you, because of which there won’t be spikes at the time of your transactions
- The graph is updated every 15 minutes
- The Green area highlights the periods where the portfolio is above its previous close and the Red area highlights the periods where the portfolio is below its previous close
Headline
- Basis the period selected this starts the money made during the period and performance as compared to broad market (Sensex) during the period
- Portfolio returns consider not just returns made yon our current investments but also on your past investments as well as the dividends received
Returns
- The portfolio return in the period is compared with your customized composite index and sensex in the period
- Portfolio returns consider not just returns made yon our current investments but also on your past investments as well as the dividends received
- The returns do not include the tax impact on securities sold or the notional tax that you may pay if you liquidate your holdings today
Composite Index
- As every portfolio is unique, we create a customized benchmark index basis your portfolio allocation to Large, Mid and Small/Micro cap stocks
- Basis your allocations, we virtually invest your investment amount in BSE Sensex, BSE Midcap and BSE Small cap and then track the investments in these indices
- The purpose of creating a composite index is so that you always have a right benchmark to compare your returns with
Top Contributor and Drag
- Basis the performance of your portfolio stocks today, the stock that made and lost the most money for you today are categorized as Top Contributor and Top Drag respectively
Advance and Decline
- The number of days in the selected period where the portfolio ended with a profit or loss are categorized as advance and decline respectively

You can click on the time period tabs and see the analysis for the selected period

Today's Portfolio Summary {{actionToday.graph.datetime}}

{{news.header}} :

Card Title

This card captures the major price and important events throughout the day on your portfolio and highlight the positive and negative developments for the stock
Scroll to see all the actions and important events

Today's Contributors

Company Price	Day's Gain in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.dgain\|INR:0}} {{value.dgainp\|INR}}%	{{value.lval\|INR:0}}

Company
Price

Day's Gain
in %

Latest
Value

{{value.dgainp|INR}}%

Card Title

The card mentions the stocks that have made money for you today
Returns include effect of buys/sell transactions during the day
It is ordered by profit made, highest to lowest
Click on Full Details to see all stocks making money for you today

Today's Drags

Stock	Day's Gain in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.dgain\|INR:0}} {{value.dgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Day's Gain
in %

Latest
Value

{{value.dgainp|INR}}%

Card Title

The card mentions the stocks that have lost money for you today
Returns include effect of buys/sell transactions during the day
It is ordered by loss made, highest to lowest
Click on Full Details to see all stocks losing money for you today

News

{{value.sname}} : {{value.title}}

{{value.sname}} : {{value.title}}

Card Title

The card lists the latest news from across the web on your portfolio stocks
Click on See More News for more news items

See More News

Corporate Action

{{value.sname}} - {{value.txt}}

Card Title

The card lists the latest news from across the web on your portfolio stocks
Click on See More News for more news items

Today's gain breakup by Market Cap

Underperformed

Large Caps

Rs. -7,132 (-0.96 %)

V/S

Sensex

(-0.06%)

Outperformed

Mid Caps

Rs. 2,166 (0.77 %)

V/S

BSE Midcap

(0.17%)

Outperformed

Small / Micro Caps

Rs. 1,668 (0.80 %)

V/S

BSE Smallcap

(0.14%)

Card Title

Your portfolio stocks are grouped as per their market cap categories and the performance of the group is compared with its market index
Returns include effect of buys/sell transactions during the day
It helps to identify which part of your portfolio is pulling and dragging your portfolio today
Click on All Stocks to see breakup of the information on the card

All stocks

Today's Gainers

Stock	Day's Gain in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.dgain\|INR:0}} {{value.dgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Day's Gain
in %

Latest
Value

{{value.dgainp|INR}}%

Card Title

The card mentions your portfolio stocks that have gained for you today
Returns include effect of buys/sell transactions during the day
It is ordered by percentage gain, highest to lowest
Click on Full Details to see all stocks that gained for you today

Today's Losers

Stock	Day's Loss in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.dgain\|INR:0}} {{value.dgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Day's Loss
in %

Latest
Value

{{value.dgainp|INR}}%

Card Title

The card mentions your portfolio stocks that have made a loss for you today
Returns include effect of buys/sell transactions during the day
It is ordered by percentage loss, highest to lowest
Click on Full Details to see all stocks that made a loss for you today

How am I doing overall

Overall portfolio analysis

Returns : {{overall.return.txt1}} , {{overall.return.txt2}}

Risk : {{overall.risk.c_text}}

Liquidity : {{overall.liquidity.c_text}}

Diversification: {{overall.diversified.text}}

Quality :

Valuation :

Fin Trend :

Overall portfolio analysis

RETURNS

{{overall.return.dt}}

Card Title

7 Dot Portfolio Analysis

Returns
- Your portfolio returns since you created your portfolio are compared to returns generated by your composite index during the same period
- Colour of the dot is dependent on the relative performance of your portfolio and composite index
Risk
- Your portfolio volatility (standard deviation) since you created your portfolio is compared to volatility of your composite index during the same period
- Colour of the dot is dependent on the relative performance of your portfolio and composite index
Liquidity
- Proportion of your portfolio that may consist of stocks with liquidity issue
- Liquidity issue may be if
  - Quantity held is more than 2% of the stock’s 5-day average volume or,
  - Quantity held is more than 5% of the stock’s 5-day average delivery volume or,
  - Stocks that may take more than 1 day to liquidate (basis 2% of 5-day average volume) or,
- While selling stocks with liquidity issues, you may face longer time or you may not get exit at your desired price Diversification
Diversification
- Diversification is assessed basis the construct of your portfolio
- We not only look at the number of stocks but also your allocation to Sectors, Market Caps and holdings
- We exclude tail stocks while studying number of stocks; tail stocks are the ones with less than 1% allocation in portfolio
- We penalize under as well as over diversification
Quality
- Construct of your portfolio and Quality of your portfolio stocks as per Markets Mojo’s Quality assessment module
- Quality signifies long term financial performance of a company vis-à-vis its competitors in the industry. We believe high quality companies with consistent record of financial performance will reward investors in the long run.
Valuation
- Construct of your portfolio and Valuation of your portfolio stocks as per Markets Mojo’s Valuation assessment module
- Valuation refers to attractiveness of the company at its current stock price by looking at its past financial performance and valuation matrices. We believe valuation helps the investor to estimate the timing of entry and exit in stocks.
Financial Trend
- Construct of your portfolio and Financial Trend of your portfolio stocks as per Markets Mojo’s Financial Trend assessment module
- Financial trend analyses result of the company in the recent quarters. We believe companies which have been trending higher on financial trend in the latest periods have potential to generate returns in the short term.

Colour Significance

Green: Portfolio has done well in this area

Yellow: Portfolio needs improvement in this area

Red: Portfolio has done badly in this area

Portfolio Profile

Portfolio Value

Total Returns(%)

({{overall.tretp}}%)

Stocks

Sectors

{{overall.tailcnt|INR:0}} ({{overall.tailpwt|INR}}%)

Tail Stock

Highest Stock Holding

{{overall.histock.name}} ({{overall.histock.pwt}}%)

Highest Sector Allocation

{{overall.hisect}} ({{overall.hisectpwt|INR}}%)

Highest Market Cap Allocation

{{overall.himcap}} ({{overall.himcappwt|INR}}%)

Portfolio Construct

Inception Date

{{overall.incepdt}}

Card Title

Important details of your portfolio at one glance
Total Returns include not just the unrealized return from your current portfolio construct, but also realized returns on past holdings and dividends received

Portfolio Networth Break-Up

Your Holding Value : Rs {{overall.lval|INR:0}}
You bought : Rs {{overall.buyval|INR:0}}
You sold : Rs {{overall.sellval|INR:0}}
You sold : You have not sold any shares in the portfolio

Total Gain/Loss	Rs {{overall.tgain\|INR:0}}
Realized Gain/Loss	NA	Rs {{overall.rgain\|INR:0}}
Dividend Received	No dividend received	Rs {{overall.dividend\|INR:0}}
Unrealized Gain/Loss	NA	Rs {{overall.unrgain\|INR:0}}

Tax has not been considered for this analysis

Card Title

Quick summary of the total money made by you
The card bifurcates the current value of your holdings and your total investments (You bought) and withdrawals (you sold) from portfolio
Your total money made is bifurcated into
- Realized gain/loss: Money made on shares sold
- Dividend Received: Dividend on your current and past holdings
- Unrealized gain/loss: Money that will be made if the current portfolio is liquidated at the latest prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Tax has not been considered for this analysis

Overall Contributors

Stock	Unrealized Gain in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.unrgain\|INR:0}} {{value.unrgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Unrealized Gain
in %

Latest
Value

{{value.unrgainp|INR}}%

Card Title

The card mentions the stocks currently in your portfolio that have made money for you
This is unrealized gain/loss i.e. money that will be made if the stocks are liquidated at the current prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Returns include effect of buys/sell transactions during the day
It is ordered by profit made, highest to lowest
Click on Full Details to see all stocks in portfolio that have made money for you

Full Details

Overall Drags

Stock	Unrealized Loss in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.unrgain\|INR:0}} {{value.unrgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Unrealized Loss
in %

Latest
Value

{{value.unrgainp|INR}}%

Card Title

The card mentions the stocks currently in your portfolio that have made money for you
This is unrealized gain/loss i.e. money that will be made if the stocks are liquidated at the current prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Returns include effect of buys/sell transactions during the day
It is ordered by profit made, highest to lowest
Click on Full Details to see all stocks in portfolio that have made money for you

Full Details

Overall Gainers

Stock	Unrealized Gain in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.unrgain\|INR:0}} {{value.unrgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Unrealized Gain
in %

Latest
Value

{{value.unrgainp|INR}}%

Card Title

The card mentions the stocks currently in your portfolio that have gained for you
This is unrealized gain/loss i.e. money that will be made if the stocks are liquidated at the current prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
It is ordered by percentage gain, highest to lowest
Click on Full Details to see all stocks in portfolio that gained for you

Full Details

Overall Losers

Stock	Unrealized Loss in %	Latest Value
{{value.short}} {{value.cmp\|INR}}	{{value.unrgain\|INR:0}} {{value.unrgainp\|INR}}%	{{value.lval\|INR:0}}

Stock

Unrealized Loss
in %

Latest
Value

{{value.unrgainp|INR}}%

Card Title

The card mentions the stocks currently in your portfolio that have made a loss for you
This is unrealized gain/loss i.e. money that will be made if the stocks are liquidated at the current prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Returns include effect of buys/sell transactions during the day
It is ordered by percentage loss, highest to lowest
Click on Full Details to see all stocks in portfolio that have made a loss for you

Full Details

Returns Analysis

Returns Scorecard

Return

Since Inception ({{returnData.scorecard.dt}}) {{returnData.scorecard.return}}

For detailed return analysis
Swipe right..

Absolute total returns

Return Summary

Returns Since Inception
{{returnData.scorecard.return}} (Returns include Dividends and Realized Gain since {{returnData.scorecard.dt}})

Composite {{returnData.scorecard.compo}}

{{returnData.scorecard.compperform}} BY {{returnData.scorecard.comperformby}}%

Sensex {{returnData.scorecard.returnsen}}%

{{returnData.scorecard.senperfom}} BY {{returnData.scorecard.senperfomby}}%

Top Return: {{transaction.higestreturn.sname}} has generated highest return in portfolio of Rs {{transaction.higestreturn.gain| INR}} ({{transaction.higestreturn.gainp}}%)

MCAP Contribution: {{returnData.mcap.summtxt}}

Sector Contribution: {{returnData.sector.summtxt}}

Top Holdings Contribution: {{returnData.holdings.summtxt}}

Dividend Component: Total Dividend Contribution ({{returnData.scorecard.divp}}%)

Absolute Total Returns

What is Composite Index?

As every portfolio is unique, we create a customized benchmark index basis your portfolio allocation to Large, Mid and Small/Micro cap stocks. Basis your allocations, we virtually invest your investment amount in BSE Sensex, BSE Midcap and BSE Small cap and then track the investments in these indices. The purpose of creating a composite index is so that you always have a right benchmark to compare your returns with.

Return v/s Composite Index

1W
{{returnData.retcompo.W1.return}}

1M
{{returnData.retcompo.M1.return}}

3M
{{returnData.retcompo.M3.return}}

6M
{{returnData.retcompo.M6.return}}

YTD
{{returnData.retcompo.YTD.return}}

1Y
{{returnData.retcompo.Y1.return}}

2Y
{{returnData.retcompo.Y2.return}}

3Y
{{returnData.retcompo.Y3.return}}

INCEPTION
{{returnData.scorecard.return}}

Portfolio Returns CI Returns

Returns include Dividends and Realized Gain; Inception from {{returnData.scorecard.dt}}

Card Title

The card gives the returns given by your portfolio and your customized Composite Benchmark Index over different time periods
Portfolio returns consider not just returns made yon our current investments but also on your past investments as well as the dividends received
The returns do not include the tax impact on securities sold or the notional tax that you may pay if you liquidate your holdings today
Percentage change in the coloured boxes are returns given by the portfolio and in the grey box are the returns given by the composite index in the corresponding time period
The colour of the box is basis returns given by the portfolio in the respective time periods with Green box signifying positive returns and Red box signifying negative returns
All returns are absolute
Click on Compare Returns to see returns of different broad market indices during the same period

Portfolio Networth Break-Up

Your Holding Value : Rs {{returnData.networth.pv|INR:0}}
You bought : Rs {{returnData.networth.buyval|INR:0}}
You sold : You have not sold any shares in the portfolio
You sold : Rs {{returnData.networth.sellval|INR:0}}

Total Gain/Loss	Rs {{returnData.networth.tgain\|INR:0}}
Realized Gain/Loss	NA	Rs {{returnData.networth.rgain\|INR:0}}
Dividend Received	No dividend received	Rs {{returnData.networth.dividend\|INR:0}}
Unrealized Gain/Loss	NA	Rs {{returnData.networth.unrgain\|INR:0}}

Tax has not been considered for this analysis

Card Title

Quick summary of the total money made by you
The card bifurcates the current value of your holdings and your total investments (You bought) and withdrawals (you sold) from portfolio
Your total money made is bifurcated into
- Realized gain/loss: Money made on shares sold
- Dividend Received: Dividend on your current and past holdings
- Unrealized gain/loss: Money that will be made if the current portfolio is liquidated at the latest prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Tax has not been considered for this analysis

Calendar Year Returns

{{year}}

Absolute Total Returns

Card Title

The card gives the returns given by your portfolio and other indices including your customized Composite Benchmark Index over different calendar years when your portfolio was active.
Portfolio returns consider not just returns made yon our current investments but also on your past investments as well as the dividends received.
The returns do not include the tax impact on securities sold or the notional tax that you may pay if you liquidate your holdings today
Click on tabs of different years to see comparative graphs
Click on Compare Returns to see returns of different broad market indices during the past calendar years

Dividend Contribution to Returns

Time Period	Dividend Received (Abs)	Price Return (%)	Total Return (%)
{{rowArr.period}}	Not Applicable				{{rowArr.divrec\|INR:0}}	{{rowArr.price\|INR}}%	{{rowArr.total\|INR}}%

Card Title

The card gives the total return made by the portfolio in different time periods and the contribution of dividend received to your total returns
Total returns also include returns made on shares sold by you
Click on Dividend History to see dividend received by you from different stocks in chronological order
All returns are absolute

Returns Contribution - Sectors

Sector	Total Return	Return Contribution
{{rowArr.ind_name}}	-	-	{{rowArr.tgain\|INR:0}}	{{rowArr.tgainp\|INR}}%

Card Title

Contribution of sectors in the portfolio to the Unrealized Gain/Loss of your current portfolio
The sum of contribution would add up to the total percentage Unrealized Gain/Loss of your portfolio
Unrealized gain/loss is the money that will be made if the current portfolio is liquidated at the latest prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Click on Full Details to see bifurcation of sector return contribution basis your portfolio stocks

Full Details

Returns Contribution - Market Cap

MCap Category	Total Return	Return Contribution
{{key}}	-	-	{{rowArr.tgain\|INR:0}}	{{rowArr.tgainp\|INR}}%

Card Title

Contribution of Market Cap categories in the portfolio to the Unrealized Gain/Loss of your current portfolio
The sum of contribution would add up to the total percentage Unrealized Gain/Loss of your portfolio
Unrealized gain/loss is the money that will be made if the current portfolio is liquidated at the latest prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Click on Full Details to see bifurcation of market cap return contribution basis your portfolio stocks

Full Details

Returns Contribution - Stocks

Holdings	Portfolio Weight	Total Return	Return Contribution
{{key}}	{{rowArr.pwt}}	-	-	{{rowArr.pwt\|INR}}%	{{rowArr.tgain\|INR:0}}	{{rowArr.tgainp\|INR}}%

Card Title

Contribution of Market Cap categories in the portfolio to the Unrealized Gain/Loss of your current portfolio
The sum of contribution would add up to the total percentage Unrealized Gain/Loss of your portfolio
Unrealized gain/loss is the money that will be made if the current portfolio is liquidated at the latest prices. This is notional gain and there is no guarantee that when you go to sell in the market, the shares can be sold at the exact same prices to make the same gain.
Click on Full Details to see bifurcation of market cap return contribution basis your portfolio stocks

Full Details

Risk Analysis

Risk Scorecard

Risk

For detailed risk analysis
Swipe right..

Risk Summary

Portfolio risk analysis

Beta

Card Title

Beta is a measure of sensitivity of the portfolio with broader market (Sensex)
A Beta of 1.2 signifies that the portfolio is 20% more volatile than the index; in cases the index rises the portfolio would rise 20% more than index and when index falls, the portfolio would fall 20% more than the index
Low Beta portfolios provide a margin of safety in falling markets while High beta portfolios give a kicker to the returns in rising markets
The graph plots movement of the portfolio price and sensex value
Daily returns of portfolio and Sensex have been used to derive Beta
Click on Full Details to see Beta of your portfolio stocks

All stocks

Volatility

Standard Deviation

Portfolio

{{riskdata.volatility.port}}%

Comp Ind

{{riskdata.volatility.comp}}%

Sensex

{{riskdata.volatility.sensex}}%

Card Title

Your portfolio volatility is compared with your customized composite benchmark index and sensex
Volatility is calculated as the standard deviation of daily change in the indices since the day you made your portfolio
Click on Full details to see 1-year standard deviation of your portfolio stocks

Full Details

Value at risk (VAR)

Card Title

Value at Risk (VAR) measures the extent of loss at a given probability
We have used 99% confidence interval to measure the extent of loss on any given day
This means that there is a very low probability (1%) that on any day your loss can be higher than the amount mentioned
Please note VAR signifies the minimum loss and not the maximum loss
Click on Full Details to see VAR of your portfolio stocks
Beta is a measure of sensitivity of the portfolio with broader market (Sensex)

Full Details

Risk Adjusted Returns

	Return	Risk Adjusted	Volatility
Portfolio	{{riskdata.return.port.return}}%	{{riskdata.return.port.riskAdj}}	{{riskdata.return.port.volatility}}%
Composite Index	{{riskdata.return.comp.return}}%	{{riskdata.return.comp.riskAdj}}	{{riskdata.return.comp.volatility}}%

Card Title

Risk Adjusted Returns analyse if a portfolio is justifying its risk by delivering adequate returns
Analysis is based on the risk and return matrix of the portfolio against your composite index since you created your portfolio
If a highly volatile portfolio is delivering low risk adjusted returns, investors may look to alter the portfolio construct
Click on Full details to see 1-year risk adjusted return of your portfolio stocks
Risk is measured using volatility of the daily returns of the portfolio and returns are basis absolute return during the period

Full Details

Allocation Risk

Card Title

Allocation risk measures the proportion of portfolio allocated to small and micro-cap stocks
These stocks are in general more volatile and are considered riskier

Full Details

Liquidity Analysis

Liquidity Scorecard

Liquidity

For detailed liquidity analysis
Swipe right..

Liquidity Summary

Stocks where you may face liquidity issues

{{value}}

Liquidity Issue is due to

{{value}}

Card Title

The card displays the proportion of portfolio and the stocks which may have liquidity issues
Liquidity issues are assessed basis the quantity held by you and the trading pattern of the stock
Combined (BSE + NSE) Volumes and Delivery volumes considered for analysis

Liquidity Analysis Details

Company	Qnty	Vol 20d avg (Qnty/Vol)	Del 20d avg (Qnty/Vol)	Liq Risk	Latest Value
{{value.short}}	{{value.qty\| INR : 0}}	{{value['d5avgvol']\| convert_ind_rs : 2}} {{value.qtyvol\| INR : 2}}%	{{value['d5delivol']\| convert_ind_rs : 2}} {{value.qtydeli\| INR : 2}}%	{{value.days\| INR : 2}}	{{value.risk}}	{{value.lval\| INR : 0}}

Card Title

Holding and trading details of stocks in portfolio
Stocks which may have liquidity issues are categorized as Yes under Liq Risk (Liquidity Risk)
Click on Full details to see details of all portfolio stocks

Full Details

Diversification analysis

Diversification Scorecard

Diversification

For detailed Diversification analysis
Swipe right..

Is my portfolio diversified? - Summary

Portfolio Construct {{divers.score.text}}

Number of stocks except Tail Stocks:	{{divers.summary.remain\|INR:0}}
Top 3 Holdings Percentage:	{{divers.summary.top3hp\|INR:2}}%
Highest Holding	{{divers.summary.hihold\|INR:2}}%
Highest Sector	{{divers.summary.hisect\|INR:2}}%
Allocation Large Cap	{{divers.summary.lcap\|INR:2}}%

Card Title

Diversification is assessed basis the construct of your portfolio
We not only look at the number of stocks but also your allocation to Sectors, Market Caps and holdings
We exclude tail stocks while studying number of stocks; tail stocks are the ones with less than 1% allocation in portfolio
We penalize under as well as over diversification

Diversification - Sectors

Sectors

Card Title

This card evaluates how well your investments are spread out across different sectors
High exposures to single sector exposes your portfolio to sudden macro events related to the sector

Full Details

Divesification - Market Cap

Market Cap

Card Title

This card evaluates how well your investments are spread out across different sectors
High exposures to single sector exposes your portfolio to sudden macro events related to the sector

Full Details

Diversification – Top Holdings

Stocks

Card Title

This card evaluates how well your investments are spread out across different sectors
High exposures to single sector exposes your portfolio to sudden macro events related to the sector

Full Details

Diversification - Stocks

{{value.main}}

Card Title

This card evaluates how well your investments are spread out across stocks
We exclude tail stocks while studying number of stocks; tail stocks are the ones with less than 1% allocation in portfolio
We penalize under as well as over diversification
High exposures in one stocks exposes your portfolio to adverse news or developments related to that stock

Quality

Quality Scorecard

Quality

For detailed Quality analysis
Swipe right..

Quality Summary

Stocks with Below Average Quality

{{value}}

Stocks with Excellent Quality

{{value}}

Card Title

The card depicts the bifurcation of your portfolio as per the quality grade calculated by Markets mojo process

Quality Details

Company	Industry	Quality (#Rank)	Rank in Industry	Portfolio Weight	Latest Value
{{value.short}}	{{value.indname}}	{{value.dotsum.q_txt}}	Does Not Qualify	#{{value.dotsum.q_rank}} of {{value.dotsum.stk_sect}}	Does Not Qualify	{{value.pwt\|number:2}}%	{{value.lval\|number:0}}

Card Title

Holding and trading details of stocks in portfolio
Stocks which may have liquidity issues are categorized as Yes under Liq Risk (Liquidity Risk)
Click on Full details to see details of all portfolio stocks

Full Details

Valuation

Valuation Scorecard

Valuation

For detailed valuation analysis
Swipe right..

Valuation Summary

Stocks with Expensive or worse Valuation

{{value}}

Stocks with Attractive or better Valuation

{{value}}

Card Title

The card depicts the bifurcation of your portfolio as per the quality grade calculated by Markets mojo process

Valuation Analysis Details

Company	Valuation	Portfolio Weight	Latest Value	Value Weight
{{value.short}}	{{value.dotsum.v_txt}}	{{value.pwt\|number:2}}%	{{value.lval\|number:0}}	{{value.lval\|number:0}} {{value.pwt\|number:2}}%

Card Title

Details of Valuation of your portfolio stocks
Click on Full details to see the information for all stocks

Full Details

Financial Trend

Financial Trend Scorecard

Financial Trend

For detailed financial trend analysis
Swipe right..

Financial Trend Summary

Stocks with Negative or worse Financial Trend

{{value}}

Stocks with Very Positive or better Financial Trend

{{value}}

Card Title

The card depicts the bifurcation of your portfolio as per the Financial Trend grade calculated by Markets mojo process

Financial Trend Details

Company	Financial Trend (Score)	Score	Portfolio Weight	Latest Value	Value Weight
{{value.short}}	{{value.dotsum.f_txt}}	{{value.dotsum.f_pts}}	{{value.pwt\|number:2}}%	{{value.lval\|number:0}}	{{value.lval\|number:0}} {{value.pwt\|number:2}}%

Card Title

Details of Valuation of your portfolio stocks
Click on Full details to see the information for all stocks

Full Details

Tax Analysis

Post Tax Value (Rs)

Portfolio Value

Post Tax Value

Total Tax:	{{taxAnalysis.totaltax\|INR:0}}
Short Term Capital Gains Tax	{{taxAnalysis.sttax\|INR:0}}
Long Term Capital Gains Tax	{{taxAnalysis.lttax\|INR:0}}

Past Tax History

Tax History

No Stocks sold during this year

Financial Year	Short Term Tax	Long Term Tax	Total Tax
{{value.fy}}	{{value.sttax\|INR:0}}	{{value.lttax\|INR:0}}	{{value.totaltax\|INR:0}}	No Stocks sold during this year

Card Title

The card displays average age of your portfolio and portfolio stocks
Average age refers to the average holding period of your current investments
Click on full details to see information on all stocks

Full Details

Advance Tax

No Stocks sold during this year

Date till	ST Capital Gains	LT Capital Gains	Advance Tax Payable
{{value.date}}	-	{{value.stgain\|INR:0}}	-	{{value.ltgain\|INR:0}}	-	{{value.advtax\|INR:0}}

Card Title

The tax liability has been calculated only on the capital gains realized during the year as reflecting above and does not include advance tax on gains, if any, and on other income. Surcharge and cess at applicable rates are charged.
The tax figure provided above is only indicative and the subscriber/visitor on the site is advised to consult his/her tax advisors for arriving at the final tax workings. The website, ` directors of the company owning this website as well as those employees engaged in carrying our any activity for the company shall not be held responsible for any tax workings.

Full Details

Short Term Capital Gains

Days

Card Title

The card gives transaction level information regarding number of days left for a stock tranche purchased to move out of short term capital gains tax territory
Click on full details for all transaction level information

Full Details

Average age

is the average age of your portfolio

Stock Name	Quantity Latest Value	Holdings (Yrs)
{{value.sname}}	{{value.iqty\|INR:0}} {{value.lval\|INR:0}}	{{value.yearhold\|INR:2}}

Full Details

Company	Live Price Change	Inv. Price Quantity	Inv. Value Inv. Date	Day’s Gain in %	Unrealized Gain in %	Latest Value
{{value.short}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.iprice\| INR : 2}} {{value.iqty}}	{{value.ival\| INR : 0}} {{value.idate\|date:'dd-MMM-yyyy'}}	{{value.dgain\| INR : 0}} {{value.dgainp\| INR : 2}}%	{{value.unrgain\| INR : 0}} {{value.unrgainp\| INR : 2}}%	{{value.lval\| INR : 0}}
		{{details.iprice\| INR : 2}} {{details.iqty}}	{{details.ival\| INR : 0}} {{details.idate\|date:'dd-MMM-yyyy'}}	{{details.dgain\| INR : 0}} {{details.dgainp}}%	{{details.unrgain\| INR : 0}} {{details.unrgainp}}%	{{details.lval\| INR : 0}}
Total			{{transaction.total.ival\| INR : 0}}	{{transaction.total.dgain\| INR : 0}} {{transaction.total.dgainp}}%	{{transaction.total.unrgain\| INR : 0}} {{transaction.total.unrgainp}}%	{{transaction.total.lval\| INR : 0}}

Company Sector	Live Price Change	Price Jan 31	Quantity	Avg Holding (Yrs)	ST Tax (If Sold)	Days left for ST Tax	LT Tax (If Sold)	Latest Value	Post Tax Value
{{value.short}} {{value.indname}}	{{value.cmp\| INR : 2}} {{value.chg\| INR : 2}} ({{value.chgp\| INR : 2}}%)	{{value.jan31price\| INR : 2}}	{{value.qty\| INR : 0}}	{{value.avghold\| INR : 2}}	{{(value.sttax == -999999 \|\| value.sttax =="-" )?"-":(value.sttax\|INR:0)}}	{{this["taxrowclick" + this.value.sid]}}Click for Details	{{value.dayleft}}	{{(value.lttax == -999999 \|\| value.lttax =="-" )?"-":(value.lttax\|INR:0)}}	{{value.lval\| INR : 0}}	{{value.ptv\| INR : 0}}
		{{value.jan31price\| INR : 2}}	{{details.qty\| INR : 0}}	{{details.avghold\| INR : 2}}	{{(details.sttax == -999999 \|\| details.sttax == "-")?"-":(details.sttax\|INR:0)}}	{{details.dayleft}}	{{(details.lttax == -999999 \|\| details.lttax == "-")?"-":(details.lttax\|INR:0)}}	{{details.lval\| INR : 0}}	{{details.ptv\| INR : 0}}
Total				{{tax.total.avghold\| INR : 2}}	{{tax.total.sttax\| INR : 0}}		{{tax.total.lttax\| INR : 0}}	{{tax.total.lval\| INR : 0}}	{{tax.total.ptv\| INR : 0}}

Company Price	Day's Gain in %	Unrealized Gain in %
{{value.short}} {{value.cmp\| INR : 2}}	{{value.dgain\| INR : 0}} {{value.dgainp\| INR : 2}}%	{{value.unrgain\| INR : 0}} {{value.unrgainp\| INR : 2}}%
Total	{{transaction.total.dgain\| INR : 0}} {{transaction.total.dgainp\| INR : 2}}%	{{transaction.total.unrgain\| INR : 0}} {{transaction.total.unrgainp\| INR : 2}}%

MCap Category	Portfolio Weight	Overall Gain Gain Contribution
{{mcap\| capitalize}} Cap	{{transaction['total']['cap'][mcap]['pwt']\|INR:2}}%	-	{{transaction['total']['cap'][mcap].unrgain\|INR:2}} {{transaction['total']['cap'][mcap].unrgaincont\|INR:2}}%	-
{{value.short}}	{{value.pwt\|INR:2}}%	{{value.unrgain\|INR:2}} {{value.unrgaincontri\|INR:2}}%

Holdings	Portfolio Weight	Overall Gain Gain Contribution
Top 3 Holdings	{{top3total['pwt']\|INR:2}}%	-	{{top3total['unrgain']\|INR:2}} {{top3total['unrgaincontri']\|INR:2}}%	-
{{transaction.list[top3]['short']}}	{{transaction.list[top3]['pwt']\|INR:2}}%	{{transaction.list[top3]['unrgain']\|INR:2}} {{transaction.list[top3]['unrgaincontri']\|INR:2}}%
Tail Stocks	{{tailtotal['pwt']\|INR:2}}%	-	{{tailtotal['unrgain']\|INR:2}} {{tailtotal['unrgaincontri']\|INR:2}}%	-
{{transaction.list[top3]['short']}}	{{transaction.list[top3]['pwt']\|INR:2}}%	{{transaction.list[top3]['unrgain']\|INR:2}} {{transaction.list[top3]['unrgaincontri']\|INR:2}}%
Remaining	{{remaintotal['pwt']\|INR:2}}%	-	{{remaintotal['unrgain']\|INR:2}} {{remaintotal['unrgaincontri']\|INR:2}}%	-
{{transaction.list[top3]['short']}}	{{transaction.list[top3]['pwt']\|INR:2}}%	{{transaction.list[top3]['unrgain']\|INR:2}} {{transaction.list[top3]['unrgaincontri']\|INR:2}}%

TODAY'S GAIN/LOSS

UNREALIZED GAIN/LOSS

Portfolio Holdings

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Stocks found with mismatch in transactions

How am I doing Today

Your Portfolio Movement Today Refresh

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PORTFOLIO

COMPOSITE INDEX

SENSEX

TOP CONTRIBUTOR

{{actionToday.overall.contri[0].dgain|INR:0}} ({{actionToday.overall.contri[0].dgainp|INR}}%)

TOP DRAG

{{actionToday.overall.drags[0].dgain|INR:0}} ({{actionToday.overall.drags[0].dgainp|INR}}%)

Today's Portfolio Summary {{actionToday.graph.datetime}}

{{actionToday.msg}}

Today's Contributors

Today's Drags

News

Corporate Action

Today's gain breakup by Market Cap

Underperformed

Outperformed

Outperformed

Today's Gainers

Today's Losers

How am I doing overall

Overall portfolio analysis

Overall portfolio analysis

Portfolio Profile

Portfolio Networth Break-Up

Overall Contributors

Overall Drags

Overall Gainers

Overall Losers

Returns Analysis

Returns Scorecard

Return Summary

What is Composite Index?

Return v/s Composite Index

1W {{returnData.retcompo.W1.return}}

1M {{returnData.retcompo.M1.return}}

3M {{returnData.retcompo.M3.return}}

6M {{returnData.retcompo.M6.return}}

YTD {{returnData.retcompo.YTD.return}}

1Y {{returnData.retcompo.Y1.return}}

2Y {{returnData.retcompo.Y2.return}}

3Y {{returnData.retcompo.Y3.return}}

INCEPTION {{returnData.scorecard.return}}

Portfolio Networth Break-Up

Calendar Year Returns

Dividend Contribution to Returns

Returns Contribution - Sectors

Returns Contribution - Market Cap

Returns Contribution - Stocks

Risk Analysis

Risk Scorecard

Risk Summary

Beta

Volatility

Portfolio

Comp Ind

Sensex

Value at risk (VAR)

Risk Adjusted Returns

Allocation Risk

Liquidity Analysis

Liquidity Scorecard

Liquidity Summary

Liquidity Analysis Details

Diversification analysis

Diversification Scorecard

Is my portfolio diversified? - Summary

Diversification - Sectors

Divesification - Market Cap

Diversification – Top Holdings

Diversification - Stocks

Quality

Quality Scorecard

1W
{{returnData.retcompo.W1.return}}

1M
{{returnData.retcompo.M1.return}}

3M
{{returnData.retcompo.M3.return}}

6M
{{returnData.retcompo.M6.return}}

YTD
{{returnData.retcompo.YTD.return}}

1Y
{{returnData.retcompo.Y1.return}}

2Y
{{returnData.retcompo.Y2.return}}

3Y
{{returnData.retcompo.Y3.return}}

INCEPTION
{{returnData.scorecard.return}}