💼 Named Portfolios & Watchlists

Separate P&L · Separate XIRR · Strategy Lists · Family Tracking · Cloud Backup

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Published: June 22, 2026  |  6 min read  |  Platform Guide  |  Portfolio

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Separate P&L silos for family members, focused watchlists for every strategy

What You Will Master

Named Portfolios let you track separate pools of investments with completely isolated P&L, XIRR, and Holdings — ideal for managing your own account alongside a spouse's, parent's, or child's portfolio in one place. Named Watchlists let you curate focused lists by strategy — Momentum plays, Banking sector candidates, Dividend stocks — without cluttering your main Default list. Both features are backed by Cloud Backup, which syncs data to your Finmagine account.

What This Guide Covers:

  1. Named Portfolios — creating, switching, tagging trades, separate P&L and XIRR
  2. Named Watchlists — creating, adding stocks, switching between lists
  3. Default vs Named — what goes where and why
  4. Plan limits — counts and capacities, and why they exist
  5. Cloud Backup — how named data is stored and restored

Who This Is For:

  • Family investors — managing separate accounts for spouse, parents, or children
  • Strategy-driven investors — keeping Momentum, Value, and Dividend watchlists distinct
  • Multi-device users — syncing portfolio data to a second browser or device via Cloud Backup
Does switching to a Named Portfolio affect my Default portfolio's P&L?
No. Each named portfolio is a completely isolated silo. Switching to "Spouse" shows only trades tagged to Spouse — Holdings, P&L, XIRR, and the Overview stats strip all reflect only that portfolio. Default shows only untagged trades. There is no blending between them.
If I delete a Named Portfolio, what happens to its trades?
All trades tagged to that portfolio are permanently deleted — they do not move to Default. This is intentional: the portfolio is a separate person's investments, not a category you reorganise. Use the delete option only when you intend to remove the entire portfolio permanently.
Can a stock appear in both a Named Watchlist and the Default watchlist?
No. A watchlist entry lives in exactly one list. If you add TITAN to "Momentum Plays", it does not appear in Default. Named watchlists are independent silos — they are not subsets of Default.
Why is there a limit on the number of named watchlists and portfolios?
Named portfolios and watchlists are included in your Cloud Backup, which stores data on Finmagine's servers. Limits keep each backup lean and fast. If you genuinely need more than 5 named lists, the Default list (which allows more stocks) is the right catch-all.
What happens if I add a trade without selecting a Named Portfolio?
The trade is saved to Default — the base portfolio for untagged trades. In the trade form, the Portfolio dropdown defaults to "Default". You must actively select a named portfolio in the dropdown before saving if you want it to belong to a specific silo.
Are closed (sold) trades also separated by Named Portfolio?
Yes. When you fully exit a position, the closed trade is recorded with its portfolio tag. The Journal tab's Sold section filters by your currently active portfolio — so switching to "Spouse" shows only Spouse's exit history, not your own.
Does the Overview (All Asset Classes) XIRR blend Named Portfolios together?
No. The Overview XIRR in the stats strip always reflects only the active portfolio's trades. Switch to "Parent" and the Overview XIRR shows only Parent's all-asset-class return. There is no blended cross-portfolio XIRR.
How do I add stocks to a Named Watchlist?
Switch to the named watchlist using the ≡ dropdown in the Watchlist toolbar. Then type symbols in the Add Stock field and press Enter or click +. Symbols are added to whichever watchlist is currently active — make sure you have the right list selected before adding.

Named Portfolios — Separate P&L per Person

The Default portfolio tracks all trades you add without a label. Named Portfolios let you create additional, completely isolated silos — each with its own Holdings table, P&L, XIRR, broker columns, Overview stats, closed trades history, and Journal entries.

Core principle: A Named Portfolio is not a filter on top of Default. It is a separate bucket. Trades in "Spouse" never appear in Default, and vice versa. Switching portfolios is like handing over a different physical binder — nothing carries over.

How to Create a Named Portfolio

  1. Open the Portfolio Manager → go to the Settings tab
  2. Scroll to the Portfolios section
  3. Type a name in the input field (e.g. Spouse, Parent, Kids)
  4. Click Create
  5. A filter bar appears above your Holdings table showing the new portfolio name
Default Spouse Parent + New Portfolio

How to Tag a Trade to a Named Portfolio

  1. Click + Add Trade in the header
  2. Fill in the trade details as normal
  3. In the Portfolio dropdown (visible once you have at least one named portfolio), select the target portfolio
  4. Click Save Trade
Importing existing trades? CSV import also respects the active portfolio filter. Switch to the target portfolio first (click its name in the filter bar), then import — all imported trades will be tagged to that portfolio automatically.

What Is Isolated Per Portfolio

Feature Isolated per Named Portfolio?
Holdings table (open positions)✅ Yes
P&L% and P&L ₹ per holding✅ Yes
Per-stock XIRR✅ Yes
Portfolio-level XIRR (Indian equities)✅ Yes
Overview all-asset-class XIRR✅ Yes
Closed trades (Journal → Sold section)✅ Yes
Broker position columns✅ Yes — only trades in that portfolio
Smart Views (Alloted / Consider / Add More)✅ Yes
WatchlistNo — Watchlist is separate from portfolios
Settings (stop-loss %, thresholds)No — Settings are shared across all portfolios

Deleting a Named Portfolio

Go to Settings → Portfolios → click the × next to the portfolio name. You will be asked to confirm. All trades tagged to that portfolio are permanently deleted. They do not move to Default. Use this only when you intend to remove the entire portfolio permanently.

Named Watchlists — Strategy-Focused Stock Lists

The Default watchlist is your general monitoring list — stocks you are tracking without a specific context. Named Watchlists let you create curated lists for specific strategies or themes: a Momentum list for breakout candidates, a Banking list for sector work, a Dividend list for income ideas. Each list is completely isolated from the others.

How to Create a Named Watchlist

  1. Open the Portfolio Manager → go to the Watchlist tab
  2. Click the ≡ Default ▾ dropdown in the watchlist toolbar
  3. Select + New Watchlist
  4. Type a name (e.g. Momentum, Banking Plays, Dividend)
  5. The new list is created and becomes active immediately
≡ Default ▾ Momentum Banking Plays Dividend + New Watchlist

How to Add Stocks to a Named Watchlist

  1. Switch to the target watchlist using the ≡ dropdown
  2. Type one or more NSE symbols in the Add Stock field — comma-separated for bulk adds (e.g. HDFCBANK, ICICIBANK, KOTAKBANK)
  3. Press Enter or click +
Stocks are added to the active list only. If "Banking Plays" is active when you add HDFCBANK, it goes into Banking Plays — not Default. Make sure the correct watchlist is selected in the ≡ dropdown before adding.

Switching Between Watchlists

Click the ≡ dropdown in the watchlist toolbar and select any list. The table instantly shows only that list's stocks, with all the same fundamentals columns (PE, ROCE, ROE, EMA%, RS Rating, etc.). Each list maintains its own scroll position and sector/market-cap filters independently.

Deleting a Named Watchlist

Click the ≡ dropdown → click the 🗑 bin icon next to the list name → confirm. All stocks in that watchlist are permanently removed. They do not move to Default.

Plan Limits

Named portfolios and watchlists are included in your Cloud Backup — when you Push, all of this data is stored on Finmagine's servers linked to your account. To keep backups fast and storage fair across all users, the following limits apply:

What Count limit Items per list
Named watchlists 5 30 stocks each
Default watchlist — 100 stocks
Named portfolios 5 100 trades each
Default portfolio — 300 trades

These limits are enforced in the app — you will see a clear message if you attempt to exceed them. The app never silently discards data.

Working within the limits: Named watchlists are designed for curated, focused lists — 30 stocks is intentionally tight. If you need to track more than 30 stocks in a theme, split the theme into two lists (e.g. Banking Large Cap and Banking Mid Cap), or use the Default watchlist which allows 100. For portfolios, 100 trades per named portfolio comfortably covers a family member's full investment history including multiple buy lots per stock.
Why the Default portfolio has a 300-trade limit: Each trade is included in every Cloud Backup Push. At 300 trades, the payload is still compact and syncs quickly. If you are approaching this limit, it is likely a sign that old, fully-exited positions should be cleaned up — use the Sell flow to close them out rather than leaving open trades for stocks you no longer hold.

Cloud Backup — Push, Pull, and Cross-Device Sync

Cloud Backup is in the Settings tab. It stores a snapshot of your entire portfolio — trades, watchlist entries, named portfolios, named watchlists, and settings — on Finmagine's servers, linked to your logged-in account.

Push

Saves the current state to the cloud. Named portfolios and watchlists are included in full. Push manually whenever you make significant changes — after importing trades, after adding a new named portfolio, or at the end of a session.

Pull

Restores a previously pushed snapshot. Use this to sync from another device or browser, or to recover after accidentally clearing browser storage. Pull overwrites local data with the server snapshot — make sure you have Pushed any recent local changes first.

Cross-device workflow: Push on Device A → open Portfolio Manager on Device B (logged into same Finmagine account) → Pull. All named portfolios, named watchlists, and trades appear on Device B exactly as they were on Device A.
Pull is destructive: Pulling replaces your current local data entirely with the server snapshot. If you have made local changes since the last Push, those changes will be lost. Always Push first if you have unsaved local work.

Practical Tips

Naming Named Portfolios

Naming Named Watchlists

When to Use Default vs Named

SituationUse
Your own primary investment portfolioDefault portfolio
A family member's separate accountNamed portfolio
General stocks you are monitoringDefault watchlist
A specific strategy — Momentum, Dividend, etc.Named watchlist
Stocks you own (auto-appear in watchlist)Default watchlist — holdings appear automatically
Stocks you want to track separately from holdingsNamed watchlist — doesn't mix with holdings

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