💼 Portfolio — Charts Tab

8 Chart Types · Broker Scope · History ✦ Multi-Source Timeline · Overview Mode

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Published: April 19, 2026  |  7 min read  |  Platform Guide  |  Portfolio

Multimedia Learning Hub

Visualise every angle of your portfolio — composition, P&L, XIRR, investment journey, sector exposure, and historical benchmarking

What You Will Master

The Charts tab is the visual layer of the Portfolio Manager. It renders 8 different chart types from your trade and holdings data — all updating live as prices refresh. A chip row lets you scope most charts to a single broker account. When the asset class pill is set to Overview (ALL), a second set of cross-asset charts becomes available.

What This Guide Covers:

  1. The 8 chart types — what each shows and when to use it
  2. Broker scope chips — how to filter a chart to one account
  3. History ✦ explained — the 3 lines and the DCA benchmark
  4. Overview mode charts — cross-asset-class views
  5. Asset class differences — which charts are unavailable for MF holdings

Who This Is For:

  • Multi-broker investors — comparing P&L and composition across accounts
  • Sector analysts — checking if any sector dominates the portfolio
  • Long-term investors — using History ✦ to see if they are ahead of the Nifty 50 DCA benchmark
Which chart type loads by default when you open the Charts tab?
Composition — a donut chart showing each holding's share of your current portfolio value. If prices haven't been loaded yet (⟳ not pressed), it shows invested amounts instead and displays a subtitle explaining this.
What is the difference between the XIRR chart and the P&L chart?
P&L shows absolute rupee profit or loss per holding. XIRR shows annualised percentage return per holding, accounting for when you invested. A stock bought last month cannot show a fair XIRR — so holdings under 1 year show simple return % (marked with *). XIRR is more useful for comparing stocks held for different periods.
What does the broker scope chip row do?
The scope row (All / Zerodha / Groww / etc.) filters the active chart to show only holdings that have at least one trade at that broker. It appears for Composition, P&L, XIRR, Journey, and History charts — but not for Brokers, Sector: Invested, or Sector: Profit, which are already broker-aggregated by design.
What are the three lines in the History ✦ chart?
1. Invested (blue area) — cumulative cost basis over time. 2. Portfolio Value (green line) — true historical portfolio value using actual monthly closing prices from the server DB and Yahoo Finance. 3. Nifty 50 DCA benchmark (orange dashed) — how much the same ₹ amounts invested in Nifty 50 at the same months would be worth today. If the green line is above orange, you have beaten the index.
Why does History ✦ show a loading spinner?
History ✦ is an asynchronous chart — it makes two data fetches in parallel: one to the Finmagine server DB (Indian equity price history, up to 10 years) and one to Yahoo Finance via the browser extension (for any tickers not in DB, plus the benchmark index). The spinner shows while data is loading. It disappears when both fetches complete and the chart renders.
Which charts are unavailable for Mutual Fund (IN_MF / GL_MF) holdings?
Sector: Invested, Sector: Profit, and History ✦ are not available for MF-type holdings. Sector data is not stored for MF funds, and the historical price pipeline covers equities only. The Brokers chip is also renamed to "Platforms" for MF holdings to reflect that MF investments are made through fund platforms, not equity brokers.
What does the Brokers chart show?
A grouped horizontal bar chart comparing Invested (blue) vs Value Now (green or red) for each broker account. If prices haven't been loaded, only the Invested bar is shown with a subtitle asking you to load prices. When Value Now is available, a green bar means the broker account is profitable; red means it is in loss.
How do you see charts across all asset classes at once?
Switch the asset class pill at the top of the portfolio to "Overview (ALL)". In this mode the Charts tab shows 5 cross-asset chart types: By Class: Now (donut by current value), By Class: Cost (donut by invested cost), All: P&L, All: XIRR, and All: Journey. Broker scope chips are hidden in Overview mode — these charts always span all brokers and all asset classes.

All 8 Chart Types at a Glance

The Charts tab chip row shows 8 chart types for Indian and Global Equity holdings. Mutual fund holdings hide 3 of these (marked MF unavailable below). A separate Overview mode activates when you switch the asset class pill to "ALL" — that mode shows 5 different cross-asset charts.

Donut Chart
Composition
Each holding's share of your current portfolio value (or invested amount if prices not loaded). Colour-coded legend ranked largest to smallest. Hover/tap for value and percentage.
Horizontal Bar
P&L
Absolute profit & loss per holding in ₹/$ sorted from biggest gain at top to biggest loss at bottom. Green = profit, red = loss. Requires prices to be loaded (⟳).
Horizontal Bar
XIRR
Annualised return per holding. Holdings ≥ 1 year show XIRR % p.a. Holdings < 1 year show simple return % with a * marker. All sorted best to worst.
Area + Line Chart
Journey
Cumulative capital deployed over time (blue filled area) + current value line if prices are loaded (green). Shows when you deployed capital — bunched dates indicate lump-sum style; spread dates indicate SIP-style investing.
3-Line Chart · Async
History ✦
True historical portfolio value using monthly closes from server DB + Yahoo Finance. 3 lines: Invested, Portfolio Value, and Nifty 50 / S&P 500 DCA benchmark. Shows whether you beat the index. Not available for MF holdings.
Grouped Horizontal Bar
Brokers
Invested vs Value Now per broker account, side by side. Green value bar = account is profitable overall. Red = account is in loss. No scope filter — always shows all brokers. Called "Platforms" for mutual fund holdings.
Donut Chart
Sector: Invested
Portfolio concentration by sector, weighted by your invested cost. Reveals if you are overweight in one sector. Stocks with no sector data appear as "Unknown". Not available for MF holdings.
Donut Chart
Sector: Profit
Profit contribution by sector — only holdings currently in profit are included. Shows which sectors are driving your gains. Requires prices. Not available for MF holdings.
Which charts need prices loaded? P&L, XIRR, Journey (Value Now line), History ✦, Brokers (Value Now bar), and Sector: Profit all require current prices. Composition falls back to invested amounts automatically. Load prices by pressing the ⟳ (refresh) button at the top of the Portfolio tab.

Broker Scope Chips

Below the chart type chip row, a second row of chips appears for charts that support per-broker filtering. The chips are labelled All and then one chip per broker (derived from your trade history for the active asset class).

All Zerodha Groww HDFC Sky

Clicking a broker chip filters the chart to only the holdings that have at least one trade at that broker. This lets you evaluate any single account in isolation — useful for families with multiple brokerage accounts or for comparing your "active" broker with a passive long-hold account.

Chart Type Scope Filter Available? Why
Composition Yes See one broker's holdings as a donut
P&L Yes Isolate which stocks are dragging one account down
XIRR Yes Compare per-broker return quality
Journey Yes See when capital was deployed at one broker
History ✦ Yes Historical performance of one broker's equity holdings
Brokers No — already aggregated by broker This chart IS the broker comparison
Sector: Invested No Sector view spans all brokers by design
Sector: Profit No Sector view spans all brokers by design

History ✦ — The Multi-Source Timeline

History ✦ is the most data-intensive chart in the portfolio. It reconstructs your portfolio's true historical value by looking up monthly closing prices for every holding going back to your first trade date. The ✦ symbol marks it as a special chart requiring an async data fetch.

The Three Lines

Invested (blue area) — cumulative capital deployed. Each month it steps up by the total cost of trades in that month. It never goes down (cost basis is cumulative). This is what you put in.
Portfolio Value (green line) — what your holdings were actually worth each month, computed as cumulative qty held × historical monthly close price for each ticker. When this line is above the blue area, you were in profit that month. When below, you were in loss.
Nifty 50 / S&P 500 DCA benchmark (orange dashed) — the "what if" line. Each month, the benchmark "invests" the same ₹/$ amount you actually deployed, but into the Nifty 50 (Indian holdings) or S&P 500 (global holdings) index at that month's price. If your green line is above this orange line, you have outperformed a passive index strategy.

Where the Data Comes From

History ✦ fetches from two sources in parallel:

The two results are merged: DB prices take precedence over Yahoo Finance prices for the same ticker, since the DB has higher quality historical data for Indian equities.

If the green line and orange line track each other closely, your portfolio's composition may closely mirror the Nifty 50 — you are effectively running a high-cost index fund. If the green line diverges significantly (up or down) it means your stock selection is driving differentiated performance relative to the index.
History ✦ is not available for mutual fund holdings. The monthly price pipeline covers equity tickers only. If your active asset class is IN_MF or GL_MF, the History chip will not appear in the chip row.

Overview Mode — Cross-Asset Charts

When you switch the asset class pill at the top of the portfolio to "Overview (ALL)", the Charts tab enters Overview mode. The 8 standard chart chips are replaced by 5 Overview-specific charts that span all asset classes simultaneously.

Overview Chart Chart Type What It Shows
By Class: Now Donut Current portfolio value split by asset class (IN_EQ / GL_EQ / IN_MF / GL_MF)
By Class: Cost Donut Total invested cost split by asset class — shows your allocation intent vs market outcome (compare with By Class: Now)
All: P&L Horizontal bar Absolute P&L per holding across all asset classes, sorted by profit descending
All: XIRR Horizontal bar Return % per holding across all asset classes — XIRR for ≥1yr, simple return for <1yr
All: Journey Area + line Cumulative capital deployed + current value line across all asset classes and brokers
No broker scope filter in Overview mode. The scope chip row is hidden in Overview — these charts always aggregate across all brokers and all asset classes. Switch back to a specific asset class pill (IN_EQ, GL_EQ, etc.) to get broker-scoped charts.

Asset Class Differences in Charts

The available charts change depending on which asset class pill is active. The chart type chip row adjusts automatically when you switch pills — unavailable chart types disappear and the active selection resets to Composition if needed.

Chart Type IN_EQ (Indian Equity) GL_EQ (Global Equity) IN_MF / GL_MF (Mutual Funds)
Composition Yes — ₹ values Yes — $ values Yes
P&L Yes — ₹ Yes — $ Yes
XIRR Yes Yes Yes
Journey Yes — ₹ Yes — $ Yes
History ✦ Yes — Nifty 50 benchmark Yes — S&P 500 benchmark No — no monthly price pipeline for funds
Brokers Yes — labelled "Brokers" Yes — labelled "Brokers" Yes — labelled "Platforms"
Sector: Invested Yes Yes No — sector data not available for funds
Sector: Profit Yes Yes No — sector data not available for funds

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