📊 Sector Allocation
| Stock | Sector | Qty | Avg Cost | CMP (Live) | Day Chg | Invested | Curr. Value | P&L | Return | Signal | XIRR | Wt% |
|---|
| Date | Client | Family | Stock | Type | Qty | Price | Amount | Broker | Notes |
|---|
Sector Allocation
Concentration — Top Holdings
Risk Dashboard
🟢 Top Gainers (Unrealised)
🔴 Underperformers
📊 Trading Insights
Family P&L Summary
Recent Trades (Last 5)
Client Scorecards
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MF Fetch System LIVE · MFAPI.in
Search any Indian mutual fund, fetch live NAV, and add it to a client's portfolio instantly
| Fund | Category | Client | Units | Avg NAV | Curr NAV | Invested | Value | P&L | Return | XIRR | SIP |
|---|
📋 Transactions (0)
| # | Date | Client | Fund | Type | Amount | NAV | Units | Notes |
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🎯 Category Allocation
📅 SIP Calendar
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🏠 Families (0)
👥 Clients (0)
🔄 All Trades (0) — full feed
| # | Date | Client | Family | Stock | Exch | Type | Qty | Price | Amount | Broker | Notes |
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📝 Journal Notes (0)
| # | Date | Stock | Tag | Client | Note |
|---|
👁 Watchlist (0)
📦 Raw JSON Snapshot
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