Portfolio Overview
Family wealth · live prices
Total Invested
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Current Value
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Unrealised P&L
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Open Positions
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Portfolio XIRR
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annualised return
Sector Allocation
Top Holdings
⬇ CSV
| Stock | Invested | Current | % of Portfolio |
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Current FY Realised Gain
Unrealised Gain
| Type | Invested | Current Value | Unrealised P&L | Return % | % of Portfolio |
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Portfolio Valuation
Benchmark Comparison
Transactions
All buy & sell records
| Date | Type | Symbol | Member / Account | Qty | Price | Value |
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Holdings
Derived from transactions · FIFO cost basis
Open Positions
Closed / Realised
Family View
By Sector
| Stock | Sector | Member / Account | Qty | CMP | Invested | Unr. P&L |
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| Stock | Member / Account | Sold Qty | Sold Value | Realised P&L | XIRR |
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| Stock | Sector | Total Qty | FIFO Avg Cost | CMP | Invested | Current | Unr. P&L | Unr. % | XIRR |
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| Sector | Stocks | Invested | Current | Unr. P&L | Unr. % | XIRR | Allocation |
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User Management
Control access to FamilyStocks
| Username | Role | Status | Last Login |
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Family Members
Manage who is tracked
DP Accounts
Demat accounts by member
| Account Code | Client Code | PAN (PDF pwd) | Broker | Member |
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Reports
Portfolio analysis with live prices
By Member
| Member | Invested | Current | P&L % | FY Gains | Unr. STCG | Unr. LTCG | XIRR (Open) | XIRR (Closed) |
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Current FY Realised Gains — STCG & LTCG
Capital Gains — Past Financial Years
🟢 Top 10 Gainers
| Stock | Qty | FIFO Avg Cost | CMP | P&L | P&L % |
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🔴 Top 10 Losers
| Stock | Qty | FIFO Avg Cost | CMP | P&L | P&L % |
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🟢 Top 10 Gains Booked (FY)
| Stock | Account | Sold Value | Realised P&L |
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🔴 Top 10 Losses Booked (FY)
| Stock | Account | Sold Value | Realised P&L |
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Price History
Daily closing prices for held stocks
| Date | Symbol | Exchange | Close Price |
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Daily Volatility
Bollinger Band levels · S3 S2 S1 — Price — R1 R2 R3
| Symbol | Price | Trend | 52W H/L | S3 → SMA → R3 (Bollinger Bands) | Days |
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Watchlist
Select stocks to show on the Volatility page
| Symbol ↕ | Exchange ↕ |
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