WealthLenz

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Active scrip: None

Portfolio Performance

vs Nifty 50 Indexed to 100 at start

Note: Portfolio return and benchmark return are both negative for this period due to general market downturn.

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Your Portfolio

Nifty 50

Period: 1M

Portfolio Return: 0.00%

Benchmark Return: 0.00%

Alpha: 0.00%

As of: -

Sector Contribution to Returns

Attribution Model Waterfall return split for the selected period

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Hold stocks from multiple sectors to see contribution breakdown

Portfolio Return 0.00%

Nifty 50 Return 0.00%

Generated Alpha 0.00%

Combined Portfolio

₹0.00

Invested: ₹0.00

Asset Breakdown

Stocks: ₹0.00

Mutual Funds: ₹0.00

Unrealised P&L

₹0.00

Return: 0.00%

Portfolio Beta

1.00

Weighted sensitivity relative to Nifty 50

Mutual Fund Allocation

₹0.00

P&L: ₹0.00 (0.00%)

Sector Allocation

Asset Allocation Split

Add mutual funds to see allocation split

Top Stock Performers

Top Underperformers

Equity Holdings 0

Live prices update automatically every few minutes.

Some holdings are missing buy dates. Add them now for accurate tax calculations.

0 stocks are missing sector tags — assign them for accurate sector analysis

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Mutual Funds Holdings

Track your SIP and lumpsum investments, returns, and tax exposure across all funds.

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Invested: ₹0

Current Value: ₹0

Unrealised P&L: ₹0

Est. STCG Tax: ₹0

Est. LTCG Tax: ₹0

Risk Flags & Action Signals

Strong Performers (>20% gain)

Positions in Loss (<0%)< /h3>
0

Underperforming Benchmarks

Portfolio Action Radar

Scrip Name	Current Value	Return %	Signal Type	Priority Level	Recommended Strategic Action

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Dashboard Visual Customisation

Theme Mode

Switch between Dark Mode and Light (White) Mode.

Dark Mode

Light Mode

2. Show/Hide Portfolio Columns

Choose which data columns are rendered in the visual grids. Changes apply to the UI instantly.

Stock Columns:

Mutual Fund Columns:

3. Select Active Dashboard Widgets

Enable or disable layout widgets on the main overview card.

Sector Allocation Chart

Renders a dynamic visual doughnut chart of your equity allocation.

Asset Allocation Chart

Shows comparison split between Equity Stocks and Mutual Funds.

Top Performers Leaderboard

Highlights your top 3 gaining stock items directly on dashboard.

Top Underperformers

Highlights the 3 worst-performing stocks so you can review losing positions.

Risk Alerts Banner

Displays real-time concentration and high drawdown warnings at the top of the dashboard.

4. Rules, Limits & Alerts

Customise tax boundaries and thresholds for critical risk alerts.

Stock LTCG Days Limit

Mutual Fund LTCG Days Limit

High Concentration Alert limit (%)

High Drawdown Alert limit (%)

Enable Automatic Live Price Updates

Automatically fetch stock prices & mutual fund NAVs in the background every 15 minutes.

Advanced Portfolio Management

Perform bulk operations on your active portfolio dataset:

💬 AI Portfolio Specialist

Direct macro wealth analysis, asset concentration diagnostics, stress testing & tax-rebalancing advice.

CFA Senior Advisor Greetings! I am your institutional-grade **Senior Wealth Analyst & CFA Portfolio Specialist**. I have analyzed your live portfolio values, average buys, and concentration sectors.

How may I assist you with your capital allocation today? Click one of the quick diagnostics below or type your investment query!

Realized Trades & Sales History

Historical log of full and partial sales with realized P&L tracking across stocks and mutual funds.

Net Realized P&L

₹0.00

Combined realized net return

Realized Gains

₹0.00

From profitable sales

Realized Losses

₹0.00

From loss sales

Total Trades Closed

Recorded sales

Type	Asset Name	Sector / Category	Date Sold	Qty / Units	Buy Price / NAV	Sell Price / NAV	Realized P&L	Actions

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⚠️ Not SEBI registered. All data is for informational purposes only. Read Disclaimer

Portfolio Performance

Sector Contribution to Returns

Combined Portfolio

Unrealised P&L

Portfolio Beta

Mutual Fund Allocation

Sector Allocation

Asset Allocation Split

Top Stock Performers

Top Underperformers

Equity Holdings 0

Mutual Funds Holdings

Risk Flags & Action Signals

Strong Performers (>20% gain)

Positions in Loss (<0%)< /h3> 0

Underperforming Benchmarks

Portfolio Action Radar

Dashboard Visual Customisation

Stock Columns:

Mutual Fund Columns:

💬 AI Portfolio Specialist

Realized Trades & Sales History

Net Realized P&L

Realized Gains

Realized Losses

Total Trades Closed

Add New Stock

Import Stocks from CSV

Delete all stock holdings?

Add Mutual Fund

Fund Details

Prompt

Record Stock Sale

Record Mutual Fund Sale

Confirm Action

Positions in Loss (<0%)< /h3>
0