Getting Started
Go from zero to your first analytics in under 5 minutes.
1Create an Account
Navigate to the registration page and fill in your details:
| Field | Description | Example |
|---|---|---|
| Full Name | Your display name | Jane Doe |
| Login email address | [email protected] | |
| Password | A strong password | ******** |
| Organization | Your company or fund name | Acme Capital |
After registration, you are automatically logged in and redirected to the home page.
2Upload Your Portfolio
Go to Portfolio Construction → Upload Portfolio and upload a CSV file with your holdings.
Required CSV format:
Symbol,Shares,BuyPrice,BuyDate RELIANCE.NS,100,2450.50,2024-01-15 TCS.NS,50,3800.00,2024-02-01 HDFCBANK.NS,200,1650.75,2024-01-20 INFY.NS,150,1480.00,2024-03-05
Note: After upload, the platform ingests market data for all symbols in the background. This typically takes 30-60 seconds for a new portfolio. You will see a progress indicator.
- Use Yahoo Finance symbol format (e.g.,
RELIANCE.NSfor NSE,AAPLfor US) - BuyDate should be in
YYYY-MM-DDformat - BuyPrice is the price per share at purchase
3Select Your Portfolio
Go to Portfolio Construction → Select Portfolio and choose the portfolio you just uploaded. This sets it as the active portfolio for all analytics and strategy pages.
You can switch between portfolios at any time. The selected portfolio persists across page navigation.
4View Analytics
Navigate to Analytics → Performance to see your portfolio analytics:
- Total Return — cumulative return since inception
- CAGR — compound annual growth rate
- Sharpe Ratio — risk-adjusted return
- Max Drawdown — largest peak-to-trough decline
- Equity Curve — portfolio value over time
Explore the other analytics tabs (Holdings, Returns & Risk, Peer Comparison) to dive deeper. See the Analytics guide for details on every view.