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

Momentum — ETFs

No momentum ETFs yet.

Closed — Momentum Stocks

No closed momentum stock trades yet.

Closed — Momentum ETFs

No closed momentum ETF 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.