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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Realised P&L
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Open Positions
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By Member
| Member | Invested | Current | P&L % |
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Top Holdings
| Stock | Member | Invested |
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Transactions
All buy & sell records
| Date | Type | Symbol | Member / Account | Qty | Price | Value | Narration |
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Holdings
Derived from transactions · FIFO cost basis
Open Positions
Closed / Realised
| Stock | Member / Account | Qty | Avg Cost | CMP | Invested | Current | Unr. P&L | Unr. % |
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Family Members
Manage who is tracked
DP Accounts
Demat accounts by member
| Account Code | Broker | Member |
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Reports
Portfolio analysis with live prices
Open Positions
| Stock | Qty | Avg Cost | CMP | P&L | P&L % |
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Realised P&L
| Stock | Account | Sold Value | Realised P&L |
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