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Published: April 19, 2026 | 10 min read | Platform Guide | Portfolio

Multimedia Learning Hub

Everything you need to get started with the Portfolio Manager's 13 tabs

What You Will Master

The Portfolio Manager is Finmagine's most comprehensive tool — a full-featured web app that tracks everything you own and watch across Indian equities, mutual funds, and global holdings. It works alongside the Finmagine browser extensions to pull your broker positions automatically, so your portfolio is always up to date without manual entry.

What This Guide Covers:

How data gets into the Portfolio Manager — adding trades, browser extension sync, multi-broker support
The Stats Strip — reading your portfolio's live XIRR, index-beat, and daily movers at a glance
Asset Class Pills — filtering the view across Indian Equities, Global Equities, Mutual Funds, and Global Funds
All 13 tabs — what each tab does and when to use it
Free vs Premium access — which tabs are available on each tier

Who This Is For:

Long-term equity investors — track cost-basis, XIRR, 3Y/5Y CAGR, and whether you are beating the index on each holding
Active traders — monitor live P&L, stop-loss alerts, and momentum signals across all positions in one view
Multi-broker investors — consolidate Zerodha, Upstox, Groww, Sharekhan, Angel, mStock, ICICI Direct, HDFC Sec, and INDMoney positions into one dashboard

How many tabs does the Portfolio Manager have?

13 tabs: Holdings, Alloted, Consider, Add More, Watchlist, Charts, Alerts, Journal, Backtest, Rebalance, Momentum, Vintage (Analytics), and Settings.

What is XIRR and why does the Portfolio Manager show it?

XIRR (Extended Internal Rate of Return) is the annualised return that accounts for the timing of each buy and sell. Unlike simple P&L%, XIRR tells you your actual compounded annual return — the number that reflects real-world investing with staggered purchases.

What do the N50 and N500 columns in Holdings mean?

N50 and N500 are index-beat columns — they show your P&L% minus the Nifty 50 (or Nifty 500) return from your purchase date to today. Green means you beat the index; red means the index outperformed your holding over the same period.

What are the three Smart View tabs and what do they filter for?

Alloted (ALL broker positions ≥ threshold% — fully committed stocks), Consider (total invested < limit — under-allocated stocks worth adding to), and Add More (ANY broker position < threshold% — stocks where at least one broker position is thin). All thresholds are configurable in Settings.

What are the five Asset Class Pills?

Indian Equities (🇮🇳 IN_EQ), Global Equities (🌍 GL_EQ), Mutual Funds (🏦 IN_MF), Global Funds (🌐 GL_MF), and Overview (📊 ALL). Selecting a pill filters Holdings, Alloted, Consider, and Add More to show only that asset class. Overview shows everything combined.

Which tabs are Premium-only?

Rebalance and Momentum Streaks are Premium features. All other tabs — Holdings, Smart Views, Watchlist, Charts, Alerts, Journal, Backtest, Vintage, and Settings — are available to all logged-in users.

What does the Invest ₹ bar in Holdings do?

Enter a target investment amount (e.g. ₹50,000) and the table shows an "Add Qty" column for each holding — the number of shares you could buy at the current LTP for that amount. Useful when you want to top up existing positions systematically.

How many brokers does the Portfolio Manager support?

Nine brokers: Zerodha, Upstox, Groww, Sharekhan, Angel, mStock, ICICI Direct, HDFC Sec, and INDMoney. Each shows as a separate column in Holdings with that broker's position percentage. The Finmagine browser extension syncs positions automatically when you visit your broker's portfolio page.

Getting Your Portfolio Data In

Adding Trades Manually

Click the + Add Trade button in the top-right header. Fill in the stock symbol (NSE ticker), quantity, buy price, purchase date, and the broker you used. The trade appears immediately in Holdings with live price data. You can also add sells to record exits and realised P&L.

Extension Sync (Recommended)

The Finmagine browser extensions for Zerodha, Upstox, Groww, and other supported brokers automatically detect your holdings when you visit your broker's portfolio page and push the position data to Finmagine. Once synced, each broker's allocation percentage appears as a column in Holdings — so if you hold Titan across three brokers, you see three separate position columns in one row.

Why broker position columns matter: The Alloted, Consider, and Add More smart views work by comparing your positions across brokers. A stock where Zerodha = 8%, Upstox = 7%, and Groww = 9% is clearly Alloted. A stock where only Zerodha = 3% and the others are 0% flags as Add More — you have a small position and room to build.

Supported Asset Classes

The Portfolio Manager supports four asset classes, selectable via the Asset Class Pills below the tab bar:

🇮🇳 Indian Equities 🌍 Global Equities 🏦 Mutual Funds 🌐 Global Funds 📊 Overview

Indian Equities is the default. Switching to Overview shows all asset classes combined in one table. Vintage cohort analysis works only on Indian Equities (IN_EQ) holdings.

Reading the Stats Strip

The sticky strip below the header gives you five live numbers for your entire portfolio:

Today

+1.2%

+₹14,230

XIRR p.a.

18.4%

Since

Jan 2020

5y 3m

Nifty 50

+14.1%

Today ≥5%↑ / ≤−5%↓

3 / 1

Today: Your entire portfolio's percentage and absolute change for the current session based on live LTP.
XIRR p.a.: Your annualised return accounting for all buy/sell timing — the true compounded rate you have earned.
Since: The date and duration of your oldest active holding. The Nifty 50 figure next to it is the index return over the same period — your personal benchmark.
Nifty 50: The Nifty 50's return since your portfolio start date. If your XIRR exceeds this, you are beating the index.
Today ≥5%↑ / ≤−5%↓: How many holdings moved at least 5% in either direction today — a quick scanner for positions that need attention.

All 13 Tabs at a Glance

Tab 1

Holdings

All open positions sorted by invested amount. Columns: LTP, P&L%, XIRR, PEG, 3Y%/5Y% price CAGR, PG3Y%/PG5Y% profit CAGR, N50/N500 index-beat, Score (0–5), broker positions.

Tab 2

Alloted

Holdings where ALL broker positions are ≥ the configured threshold (default 5%). These are fully committed positions — consider locking profits or reviewing for rebalancing.

Tab 3

Consider

Holdings where total invested < the configured limit (default ₹3L). These are under-allocated — stocks you believe in but haven't committed to fully.

Tab 4

Add More

Holdings where ANY single broker position is below the threshold (default 5%). Your position in at least one broker account is thin — you may want to build it up.

Tab 5

Watchlist

Holdings plus any stocks you are monitoring. Includes a Review Holdings card with 7 sell signal types. Full fundamentals table: P/E, P/B, ROCE, ROE, D/E, OPM, FCF, promoter%, pledge%.

Tab 6

Charts

Visual portfolio analysis — allocation pie, P&L waterfall, XIRR over time, capital journey. Select the chart type via chip buttons and filter by scope (all holdings, top 10, etc.).

Tab 7

Alerts

Price alerts per position per broker. Stop-loss threshold (default −5%) triggers a 🔴 alert when a position drops below that level. Configure additional price targets for upside alerts.

Tab 8

Journal

Investment notes per stock with date and thesis text. Record why you bought, what has changed, pre-mortem thinking, and exit criteria so you have a reference when reviewing positions.

Tab 9

Backtest

Historical simulation of your current portfolio. Select a time period and benchmark to see how your portfolio would have performed — cumulative returns, CAGR, max drawdown, and Sharpe ratio.

Tab 10 — Premium

Rebalance

Set target weights for each holding and compute a rebalance plan. Three modes, FIFO-aware lot selection, STCG tax warnings, and specific buy/sell quantities to bring the portfolio back to your targets.

Tab 11 — Premium

Momentum Streaks

ChartInk technical scan streaks for portfolio holdings. Tracks consecutive days appearing in Stage 2, Near 52W High, VCP, 3-Week Tight, and IPO Breakout scans. Longer streak = sustained technical momentum.

Tab 12

Vintage (Analytics)

Two views: Vintage Cohort (holdings grouped by first-buy year) and CAGR Matrix (triangular heatmap of portfolio returns from any start year to any end year). Indian Equities only.

Tab 13

Settings (⚙)

Configure all thresholds: Alloted %, Add More %, Consider limit, stop-loss %, PEG denominator (Price CAGR or Profit Growth), broker visibility toggles. Changes take effect instantly — no save button needed.

Access Tiers

Tab	Free (Logged In)	Premium
Holdings	✅ Full access	✅ Full access
Alloted / Consider / Add More	✅ Full access	✅ Full access
Watchlist	✅ Full access	✅ Full access
Charts	✅ Full access	✅ Full access
Alerts	✅ Full access	✅ Full access
Journal	✅ Full access	✅ Full access
Backtest	✅ Full access	✅ Full access
Vintage (Cohort + CAGR Matrix)	✅ Full access	✅ Full access
Settings	✅ Full access	✅ Full access
Rebalance	🔒 Upgrade prompt	✅ Full access
Momentum Streaks	🔒 Upgrade prompt	✅ Full access

5-Step Getting Started Workflow

Step 1 — Add your holdings

Click + Add Trade and enter each stock: symbol, quantity, price, date, broker. Do this for all open positions. If you use a supported broker, install the Finmagine extension and visit your broker's portfolio page to sync positions automatically — broker position percentages will then populate in the Holdings table.

Step 2 — Set up your Settings

Click the ⚙ Settings tab and configure the thresholds that make sense for your portfolio size. If you invest ₹50,000 per stock, set the Consider limit to ₹50,000. If you target 5% per broker, leave the Alloted and Add More thresholds at default. These settings drive the three Smart View tabs instantly.

Step 3 — Review Holdings and Smart Views

Open Holdings to see the full picture sorted by invested amount. Switch to Alloted to see which positions are well-built. Switch to Consider to find stocks worth adding to. Switch to Add More to find positions that are thin in at least one broker account. These three views replace manual spreadsheet work.

Step 4 — Monitor your Watchlist

Go to Watchlist — your holdings appear automatically. Add any stocks you are researching. The Review Holdings card at the top checks all your positions for sell signals: stop-loss breach, overvaluation, pledge spike, promoter exit, D/E deterioration, ROCE decline, and consecutive revenue misses. 🚩 flags appear inline on Holdings rows for stocks with active signals.

Daily routine: The Portfolio Manager's most powerful habit is a 2-minute daily check — Stats Strip for portfolio health, Alerts for any stop-loss hits, and Watchlist's Review Holdings card for new sell signals. Everything else (Backtest, Rebalance, Vintage) is a deeper weekly or quarterly review.

Step 5 — Use analytical tabs for periodic reviews

Run Backtest monthly to see how your portfolio performed vs benchmark. Use Vintage (Analytics) quarterly to understand which era of buying has compounded best. Use Rebalance (Premium) when you want to bring your portfolio back to target weights after a significant market move. Check Momentum Streaks (Premium) weekly to see which holdings have sustained technical momentum signals.