Portfolio Management
Upload, select, and track your investment portfolios.
Upload Portfolio CSV
Navigate to Portfolio Construction → Upload Portfolio. Upload a CSV file containing your stock holdings. The platform accepts the following format:
| Column | Required | Format | Description |
|---|---|---|---|
| Symbol | Yes | Yahoo Finance ticker | Stock symbol (e.g., RELIANCE.NS, AAPL) |
| Shares | Yes | Number | Number of shares held |
| BuyPrice | Yes | Number | Price per share at purchase |
| BuyDate | Yes | YYYY-MM-DD | Date of purchase |
Symbol Format
| Market | Suffix | Example |
|---|---|---|
| NSE (India) | .NS | RELIANCE.NS, TCS.NS |
| BSE (India) | .BO | RELIANCE.BO |
| US | (none) | AAPL, MSFT, GOOGL |
Data Ingestion
After upload, the platform automatically fetches historical price data from Yahoo Finance for all symbols in your portfolio. This process runs in a background thread and typically takes 30-60 seconds.
- A progress spinner shows while ingestion is running
- Once complete, the portfolio appears in the selection list
- Price data covers 2 years of daily OHLCV data
- If a symbol is invalid, the ingestion skips it and continues with the rest
Select Portfolio
Navigate to Portfolio Construction → Select Portfolio. Here you see all your uploaded portfolios. Click on one to set it as the active portfolio.
The active portfolio is used by:
- All analytics pages (Performance, Holdings, Returns & Risk, etc.)
- Risk model factor decomposition
- Strategy builder (as the starting portfolio)
- Optimizer (uses the portfolio's stock universe)
The selection persists as you navigate between pages within the same session.
Portfolio Tracker
The Portfolio Tracker(in the Tools section) is a simpler, standalone tool for tracking stock holdings and P&L without the full analytics suite.
Adding Holdings
Fill in the form at the top of the page:
| Field | Description | Example |
|---|---|---|
| Symbol | Stock ticker | AAPL |
| Shares | Quantity held | 50 |
| Buy Price | Purchase price per share | 175.00 |
| Buy Date | Purchase date | 2024-06-15 |
What You See
- Holdings table — symbol, shares, buy price, current price, invested amount, current value, P&L, P&L %
- Summary cards — Total Invested, Current Value, Total P&L, Overall Return %
- CSV export — download your holdings as a spreadsheet
Holdings are saved in your browser's local storage — they persist between page refreshes but are not synced to the server. Currency conversion between USD and INR is automatic based on your currency setting.