Portfolio Dashboard
Track portfolio performance, integrate Zerodha Kite Connect, and review key return metrics.
Portfolio Decision Snapshot
Market Value
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Unrealized P&L
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Net Realized P&L
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Estimated Fees & Taxes
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Recommended Next Actions
Recommendations are manual-review only until live market data and broker execution are configured.
Performance Curve
No performance data yet. Upload trade CSVs to generate the NAV curve.
Allocation
| Symbol | Value | Weight | Unrealized P&L |
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Reset Data
Start over by clearing all synced trades, aliases, manual prices, and tracked baskets.