Add Position

Symbol (NSE ticker, e.g. RELIANCE) Broker Quantity Buy Date Total Buy Value (₹)

Exit / Sell Position

Quantity to sell Sell Price (per unit ₹) Sell Date

Edit Position

Symbol (NSE ticker) Broker Quantity Buy Date Total Buy Value (₹)

Edit Closed Trade

Symbol (NSE ticker) Broker Quantity Sold Buy Date Buy Avg (per unit ₹) Sell Date Sell Price (per unit ₹)

Add Momentum Position

Symbol (NSE ticker) Broker Quantity Buy Avg (per unit ₹) Buy Date Rebalance Date Index / Universe (e.g. Nifty 500)

Exit Momentum Position

Quantity to sell Sell Price (per unit ₹) Sell Date

Open Position Dashboard

Holdings by Broker (click to filter)

View Type Broker

Momentum Portfolio

Momentum — Stocks

Nothing here yet.

Closed — Momentum Stocks

No closed trades yet.

Charges (momentum book only) — Zerodha equity delivery: zero brokerage · STT 0.1% buy & sell · NSE transaction 0.00307% · SEBI ₹10/crore · stamp duty 0.015% on buy · GST 18% on (brokerage + SEBI + transaction). For open positions the buy leg is what you actually paid and the sell leg is estimated at today's price, so Net P&L is what you would keep if you exited now. Hover a Charges figure to see the buy/sell split. The All Holdings tab is left gross, without charges.

Tax P&L

Realised by Owner (click to filter)

Financial Year Term Book

No closed trades to report.

Short-Term = held ≤ 365 days, Long-Term = held > 365 days (listed equity / equity ETF rules). Figures are gross realised gains before brokerage, STT and other charges — use them as a working sheet, not as a filed return.

Tools

Asset Allocation

Overall Portfolio

holdings + momentum · by current value

Momentum Book

momentum positions only · by current value

Breakdown

Position Allocation (stocks, ETFs and funds — check each is in the right bucket)

Anything whose index/universe mentions microcap splits out into its own Microcap bucket. Otherwise stocks sit in Stocks and SGBs in Gold; ETFs and mutual funds are split debt vs equity from their name — anything containing GILT / GSEC / SDL / BOND / LIQUID becomes Debt ETF or Debt Fund, GOLD becomes Gold, SILVER becomes Silver, everything else is Equity ETF or Equity Fund. To move one by hand, add it to ASSET_CLASS_OVERRIDE at the top of update_dashboard.py — e.g. "LTGILTBEES": "Debt" — that list always wins.