Your financial command centre
Portfolio overview
One view of your wealth, portfolio drift and research priorities.
Prototype status: the figures below are illustrative demo data, not your actual investments or live market prices. Import your holdings to begin personalising the dashboard. Market feeds and AI research agents are not connected yet.
Data readiness & review queue
A completeness checklist based on information you entered—not a portfolio quality score or investment recommendation.
Issue resolution tracker
Findings are generated from current local records. Resolution status is saved in this browser and included in full backups.
Tests sample calculations and CSV parsing without changing your records.
Investable portfolio ⓘ
₹38.6L
Illustrative holdings only
Invested capital ↗
₹34.2L
+₹4.4L unrealised demo gain
Portfolio return ↗
+12.9%
Not time-weighted; demo calculation
Allocation drift ⌁
8.4 pp
Largest absolute category gap
Portfolio history
Capture dated snapshots to establish your own historical record. Past snapshots are not reconstructed market history.
0Saved snapshots
—Latest captured portfolio value
—Change from previous snapshot
—Most recent capture date
Portfolio value trend
Connects the snapshots you captured. This is not daily performance or a time-weighted return.
Allocation change · latest vs previous snapshot
Percentage-point change by asset class. Requires two snapshots with allocation breakdowns.
| Captured | Portfolio value | Invested capital | Gain / loss vs invested | Holdings | Change vs prior snapshot | Action |
|---|---|---|---|---|---|---|
| No snapshots yet. Capture one after entering your actual holdings. | ||||||
Concentration monitor
Largest positions and asset-class exposure from entered values. Flags are review prompts, not forecasts.
| Holding | Account | Value | Weight | Review flag |
|---|
Account analytics
Compare entered holdings by account label. Blank account labels are grouped as Unassigned.
| Account | Holdings | Current value | Invested | Gain / loss | Portfolio weight | Largest holding | Largest holding % | Largest asset class |
|---|
Duplicate reconciliation
Acknowledge matching records after review. This never deletes or merges holdings.
Recent change audit
A local record of holding edits and deletions in this browser. It is not tamper-proof or synced across devices.
| When | Action | Holding | Details |
|---|
THE LONG VIEW / INVESTMENT OPERATING SYSTEM
Own with conviction.
Allocate with intent.
Allocate with intent.
A decision desk for the capital you already own — and the capital you have yet to deploy. Built around evidence, patience and downside protection, not market noise.
01 Protect against permanent loss02 Know what you own03 Let compounding work
CAPITAL↗LONG VIEW
QUALITYVALUERESILIENCE
YOUR INVESTMENT MANDATEIndia-first · Long horizon · Aggressive profileCONCEPT VIEW · NOT MARKET DATA
THE DAILY QUESTION
What deserves your capital next?
Not what moved today. What has become more attractive relative to its value, risk and place in your plan?
01
Price vs. value
↗Is the expected return worth the price and uncertainty?
02
Portfolio fit
◉Does it improve the whole portfolio, not just one holding?
03
Downside first
⌁What could permanently impair capital — and how much?
Allocation: actual vs target
Set your blueprint and identify where new contributions may fit.
Actual allocationTarget shown beside each bar
Portfolio health check
Rule-based checks; live-data checks not yet available.
72/100
Initial framework onlyScore is illustrative and not computed from your holdings.
●Review allocation drift before adding new money.
●Check overlap between funds and direct stocks.
●Track retirement assets separately from liquid investments.
●Connect verified prices before using performance alerts.
Holdings & performance
Search instruments, review actual-versus-target allocation and inspect portfolio data.
| Instrument | Asset class | Invested | Current value | Gain / loss | Holding weight | Class weight | Class target | Class status | Actions |
|---|
Research queue
Example opportunities to evaluate after reliable data is connected.
Agent operations
Planned specialist roles and their integration status.
Wealth intelligence workspace
This area is part of the initial product scaffold. Market data, scheduled jobs and AI agent integrations are not active yet; no live investment recommendations are being generated.