💼 Portfolio — Watchlist Tab

Review Holdings · 7 Sell Signals · Fundamentals Table · MCap Filters

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

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Sell signals decoded — know when to review a holding before it becomes a mistake

What You Will Master

The Watchlist tab does two things: it flags your existing holdings against 7 risk signals so you know which positions deserve a closer look, and it gives you a rich fundamentals table to compare any stock — held or watched — across 28 metrics in one scrollable view. Think of it as your portfolio's early-warning system combined with a stock comparison dashboard.

What This Guide Covers:

  1. How holdings auto-appear without manual entry
  2. The Review Holdings card — what triggers it, how to read it
  3. All 7 sell signals — conditions, severity logic, what to do
  4. Cost-basis-aware severity — why the same signal shows differently for holdings vs watchlist-only stocks
  5. The 28-column fundamentals table — pricing, quality, growth, governance
  6. MCap filter chips and the Invest ₹ bar

Who This Is For:

  • Portfolio reviewers — doing a monthly health check on all holdings
  • Pre-buy researchers — adding prospect stocks and comparing their fundamentals against existing holdings
  • Risk managers — using sell signals as a systematic first-pass filter
Why do my holdings automatically appear in the Watchlist tab?
The system merges portfolio holdings into the watchlist so you can compare them alongside prospect stocks in one view. Holdings auto-populate with invested amount and current value. Removing a holding from the watchlist does not remove it from your portfolio.
What is the "overvalued" signal and why does it only apply to watchlist-only stocks?
The overvalued signal fires when a stock's P/E exceeds 1.75× the sector average P/E. It is skipped for holdings you already own because the system does not know your entry P/E — the stock may have been cheap when you bought it. Most useful as a pre-purchase check on prospect stocks.
What does HIGH / MEDIUM / LOW severity mean on a sell signal?
For holdings, severity is cost-basis-adjusted. A "below 200DMA" signal on a holding where you are still +40% from your entry is LOW — trend weakened but you are insulated. The same signal on a holding where you are already at a loss becomes HIGH. For watchlist-only stocks, severity is based on proximity to the risk threshold alone.
What is the surveillance signal and where does its data come from?
The surveillance signal fires when a stock is under SEBI's ASM (Additional Surveillance Measure) or GSM (Graded Surveillance Measure) watch. Data is from a cached file — if the cache is older than 24 hours, this signal is skipped to avoid stale flags. ASM/GSM stocks face trading restrictions and liquidity risk.
What does the pledging signal indicate?
When promoters pledge more than 30% of their shares as loan collateral, any significant price fall can trigger forced lender liquidation — accelerating the decline. High pledge % is a governance red flag even if other metrics look attractive.
Why is the weak ROCE signal skipped for banking companies?
ROCE is not meaningful for banks — they operate with high leverage by design, and return on capital is better measured by ROE, NIM, or GNPA ratios. The signal is skipped for Banking, Financial Services, and Insurance to avoid false flags on well-run financial companies.
How do MCap filter chips work in the Watchlist?
Large Cap = MCap ≥ ₹20,000 Cr; Mid Cap = ₹5,000–20,000 Cr; Small Cap = ₹500–5,000 Cr; Micro Cap = below ₹500 Cr. The filter hides watchlist-only stocks outside the selected range but always shows your holdings regardless of cap size.
How does the 🚩 flag icon appear in the Holdings tab?
When the Review Holdings scan finds signals for a holding, a 🚩 flag icon is injected into that stock's row in the Holdings tab too. Hover for a tooltip summary; click to pin it while you read. This lets you see risk flags without leaving the Holdings tab.

How the Watchlist Tab Works

The Watchlist tab is a unified monitoring layer for both stocks you own and stocks you are tracking. When you open it, two things have already happened automatically:

Add any stock to the watchlist by typing its NSE symbol (or BSE code) in the search bar and clicking + Add. This lets you compare prospect stocks against existing holdings in the same fundamentals table.

Holdings are never removed automatically. If you sell a stock and want to remove it from the watchlist view, click the × action button at the right end of its row.

MCap Filter Chips

Four chips above the table let you slice by market capitalisation. The active chip (All by default) is shown in green; inactive chips are grey:

All Large Cap (≥20K Cr) Mid Cap (5K–20K Cr) Small Cap (500–5K Cr) Micro Cap (<500 Cr)

These chips filter watchlist-only stocks by MCap. Your holdings always show regardless of which chip is active.

The Review Holdings Card

At the top of the Watchlist tab, a collapsible card titled "🔍 Review Holdings" shows how many holdings have triggered a risk signal. Click to expand and see the full list. Each flagged stock shows:

Severity uses the same visual style as the callout boxes across all guides — here is what each level looks like:

HIGH — WIPRO: Below 200DMA by 14.1% — position underwater (−9.3%)
Trend is broken and your position is at a loss. Review whether your original investment thesis still holds.
MEDIUM — INFY: −11.8% price return over 1 year
Stock has lost significant value over the past year. Verify whether fundamentals support continued holding or adding.
LOW — TATAMOTORS: Near 52W low (+9.2%) — still +22.4% from your cost
Stock is near its yearly low but your entry was lower — you are still in profit. Watch for further deterioration.
The card is a first-pass flag, not a sell recommendation. A signal means the position deserves closer examination. Whether to sell is a judgement call based on your original thesis, tax implications, and portfolio context — the card surfaces the data, not the decision.

The same signals also inject a 🚩 flag icon into the stock's row in the Holdings tab. Hover over the flag for a tooltip; click to pin it while you read.

All 7 Sell Signals Explained

Signal 1 — Below 200DMA

Condition: Current price is below the 200-day moving average. The 200DMA is the most widely-used long-term trend indicator — a stock below it is in a structural downtrend.

ScenarioSeverityRationale
Below 200DMA, position profitable (P&L > 0%)LOWTrend weakened but cost basis insulates you
Below 200DMA, position at a loss (P&L < 0%)HIGHTrend broken and position underwater — double negative
Watchlist-only stock below 200DMAMEDIUMNo cost basis context; general trend warning

Signal 2 — Near 52-Week Low

Condition: Price is within 15% of the 52-week low. Being near the annual low signals sustained weakness — the closer to the actual low, the higher the severity (within 5% of 52W low = HIGH).

Signal 3 — Negative 1-Year Price Return

Condition: 1-year price CAGR below −10%. For holdings where you are still profitable despite this, severity is LOW. Otherwise MEDIUM.

Signal 4 — Overvalued vs Sector (Watchlist-Only)

Condition: P/E exceeds 1.75× sector average P/E. Skipped for Banking, Financial Services, and Insurance. Only fires for watchlist-only stocks — the most valuable as a pre-purchase check. P/E > 2.5× sector average escalates to HIGH.

Skipped for stocks you already hold. Since you own the position, the question is whether it was overvalued when you bought it — which requires your entry P/E, not today's. Use this signal to screen prospect stocks before buying.

Signal 5 — Weak ROCE

Condition: ROCE < 10%. Skipped for Banking, Financial Services, Insurance. A company earning less than 10% on capital is destroying value in real terms. This is always LOW severity — a fundamental quality concern, not an immediate price trigger.

Signal 6 — ASM / GSM Surveillance

Condition: Stock is on SEBI's Additional Surveillance Measure (ASM) or Graded Surveillance Measure (GSM) list. These impose trading restrictions: mandatory delivery, higher margins, limited windows. Always HIGH severity when it fires. The data comes from a cached file — if the cache is older than 24 hours the signal is skipped.

Signal 7 — High Promoter Pledging

Condition: Promoter pledge % > 30%. Pledged shares used as loan collateral can trigger forced lender liquidation if the price falls — accelerating the decline. Severity is LOW but deserves tracking especially if promoter holding % is already declining.

Refresh the scan. Signals cache for 1 hour. After importing new trades or a large market move, click the ⟳ Refresh button above the table to force a fresh scan.

Fundamentals Table — All 28 Columns

The Watchlist table is the most data-dense view in the platform. Below is a sample with key columns. Scroll horizontally on mobile — the full table has 28 columns.

Stock LTP CHG% 52W 1YR% MCap P/E P/B ROCE ROE D/E OPM% Sales% Pledg% Prom%
TITAN 3,412 +1.4% 78% +18.2% 3.0L Cr 82.4 21.3 31.2% 29.8% 0.04 10.8% +14.6% 0.0% 52.9%
WIPRO 🚩 412 −0.8% 18% −11.8% 2.1L Cr 19.6 3.2 14.1% 13.9% 0.07 16.2% −1.8% 0.0% 72.9%

Price & Market Columns

Momentum & Valuation Columns

Quality & Governance Columns

Sort any column by clicking its header. The most powerful combinations: sort by ROCE descending to find the highest-quality businesses; sort by Pledg% descending to surface governance risks; sort by Sales% to find accelerating growth stories in your watchlist.

5-Step Monthly Watchlist Review

Step 1 — Open the Review Holdings card first

Check if any HIGH severity signals have fired since last month. Address HIGH severity items before doing anything else — these are positions where both the technical trend and (potentially) your cost basis are working against you.

Step 2 — Sort by 1YR% ascending (worst first)

Cross-reference the bottom 3 holdings against their sell signals. If the 1-year return is negative AND a sell signal is active, that holding needs a thesis review — two independent warning systems have flagged it simultaneously.

Step 3 — Scan governance: sort Pledg% descending

Any holding above 30% pledge should be on your shortlist for review, especially if it has also been declining. Pledging risk can materialize rapidly in a falling market.

Step 4 — Add prospect stocks for the coming month

Stocks you researched elsewhere go in here so you can monitor their technicals (Score, 52W position) and fundamentals simultaneously — without needing to remember to check them separately.

Step 5 — Refresh signals before closing

Click ⟳ to ensure signals reflect the latest market data before you finalise any decisions. Signals cache for 1 hour, so if the market has moved significantly, a refresh gives you the most current picture.

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