Your portfolio, in plain numbers.
Advisors track every client portfolio and stock call against market prices. Clients see their own portfolio, how it compares with the market, and what each number means.
Prices come from public market data and may be delayed. Nothing here is investment advice, and no trades are placed.
One portfolio, two views.
The advisor runs the book. The client sees their own part of it, read-only, in plain language. Both look at the same numbers.
- Every client in one listPortfolio value, return and who can sign in, with sign-ups waiting for your approval flagged at the top.
- Your own advisor codeShare it, or an invite link. A client who signs up with it joins your list straight away, matched to the record you already made.
- Calls tracked to the rupeeEntry, stop-loss and targets for each call, with distance to each level and a track record you cannot quietly edit.
- Undo a mistakeDelete a portfolio created in error; every removed row is kept in a Trash tab and the delete is logged.
- The answer firstWhat it is worth, what changed today, and a one-line verdict against the market.
- Words you can look upEvery financial term on the page explains itself when you tap it.
- A guided tourThe first time you sign in, a short walkthrough shows where everything is. You can replay it any time.
- Try before your portfolio is readyExplore a clearly labelled sample portfolio while your advisor sets yours up.
Since 2 Jan, your portfolio has gained 11.6%. The Nifty 50 rose 8.9% over the same days, so you are 2.7 points ahead.
From invite to portfolio in four steps.
Share your code
Each advisor gets a unique code like PI-7K3QX9, and a link that fills it in.
Client signs up
Name, email and mobile, then a 6-digit code sent to their email.
They join your list
Matched to the client record you already made, or a new one. You approve them.
They follow it
From then on they see their portfolio, read-only, updated with market prices.
Follow every call to its end.
A call is published with an entry, a stop-loss and targets. From then on it is tracked against the market price, and the result is booked the way it was set up, not the way it looks in hindsight.
- Distance to the stop-loss and to the next target, always visible
- Stop-loss hits are booked at the stop price
- Revised levels are marked as revised, with the original kept
Buy call at ₹1,420 for 20 shares. Stop-loss ₹1,350, targets ₹1,550 and ₹1,640.
Drag the price along the line to see how the call is tracked.
Active
Everything behind the numbers.
Each figure is calculated from the recorded trades and public market data, and says where it came from.
Holdings that add up
Average cost by first-in, first-out keeps booked and open profit apart. Today's change is measured from your buy price for anything bought today. Trades can be imported from a Groww order report.
| Stock | Qty | Avg cost | Price | Profit |
|---|---|---|---|---|
| RELIANCE | 68 | ₹1,170.40 | ₹1,452.10 | +₹19,156 |
| HDFCBANK | 40 | ₹1,610.00 | ₹1,702.55 | +₹3,702 |
| INFY | 55 | ₹1,512.30 | ₹1,402.20 | −₹6,056 |
| TCS | 22 | ₹3,410.00 | ₹3,598.40 | +₹4,145 |
A page per company
What the business does, how it is valued against its own history and its peers, and its latest official filings, each linked to the source.
Risk with the working shown
Separate scores for quality, valuation, momentum and risk, each saying how much real data stands behind it. There is no buy or sell label: the evidence is laid out for you to judge.
Higher is better for quality, valuation and momentum; higher means more risk for market risk.
The market, sector by sector
See which sectors moved, then open one for the official announcements behind the move. NSE, SEBI and RBI sources come first, with the publisher's own times.
Security and privacy
What actually protects your account and your data.
Two steps to sign in
Your password plus a one-time code sent to your email. Repeated wrong attempts lock the account for 15 minutes.
Only your own data
The server checks every request against your account. Changing a link or an ID does not reveal anyone else's portfolio.
Passwords are never stored
Only a salted, one-way hash is kept. One-time codes and sign-in tokens are stored the same way.
No trading, no selling of data
The platform never places trades or connects to your broker, and your details are not shared or sold.
See your portfolio clearly.
Early access: accounts are reviewed and approved one by one.