Per-Broker Stop-Loss Discipline for Indian Investors
You hold SRF in Zerodha and Sharekhan. The blended average looks fine. But your Zerodha position is at −5.23% — past your stop-loss. Finmagine Portfolio Manager tracks every broker independently, so you never miss a breach hiding inside a comfortable average.
Most portfolio apps show you a single blended P&L across brokers. That hides the most important signal: which specific broker position has breached your stop-loss.
You bought SRF in Sharekhan in 2021 at ₹1,080 (+135% today) and in Groww in April 2025 at ₹2,700 (−5.23% today). The blended average looks like +65%. You feel fine. But your Groww position is past your −5% stop-loss and needs action now. Finmagine Portfolio Manager shows this immediately — per broker, per position.
The extension also counts exactly how many per-broker positions have breached your stop-loss and shows the number on the Chrome extension icon badge — without opening the app.
Brokerage charges are auto-computed for each broker's actual fee structure (zero-brokerage for Zerodha, Upstox, Groww; percentage-based for Sharekhan, ICICI Direct, HDFC Sec).
Every tab filters your holdings differently so the right stocks surface at the right time.
All positions. Live LTP, aggregate P&L%, XIRR p.a., invested amount, and all 9 broker columns side by side. Sortable by any column.
Stocks where every broker position is above your alloted threshold. Fully committed — consider locking profits.
Stocks where total invested is below your target allocation. Under-allocated — worth adding more across brokers.
Stocks where any broker position is below your add-more threshold. Room to accumulate at that specific broker.
Two lists: Stop-Loss Breached (per-broker, ≤ −5%) and Approaching Stop-Loss (any negative P&L). The extension badge shows breach count.
Each broker position is tracked independently. A stop-loss breach at one broker is flagged even if the aggregate P&L looks fine. Configurable threshold (default −5%).
Annualised return per stock and per trade, computed via Newton-Raphson XIRR. Only shown for holdings older than 1 year — sub-year XIRR is mathematically misleading and intentionally suppressed.
Prices auto-refresh on open if stale (>15 min) and refresh in the background every 15 minutes via Chrome Alarms. NSE → .NS suffix, BSE → .BO suffix.
Set a target amount (e.g., ₹50,000) and every stock row instantly shows the recommended Buy Qty = ⌈₹50,000 ÷ LTP⌉. Perfect for deploying a fixed amount across 20 stocks.
Every buy trade computes STT, exchange fee, stamp duty, SEBI, brokerage, and GST for that broker's exact fee structure. Net Cost/Share is the true cost basis — not just the buy price.
Paste your broker's tradebook CSV directly — format is auto-detected from column headers. SELL rows are silently skipped. Supports ISO, DD-MM-YYYY, and "16 Jan 2023" date formats.
Click any trade to see a sell form with live preview: Gross Proceeds → Sell Charges → Net Proceeds → Cost Basis → Realized P&L (₹ and %). Partial sells reduce qty while preserving cost basis.
The Chrome toolbar icon shows a red badge with the count of per-broker stop-loss breaches — updated every 15 minutes automatically. Know your risk without opening the app.
Enter trades via the form (broker, date, price, qty) or paste a CSV export from Zerodha Console or Groww. Charges are auto-computed — no manual entry needed.
Yahoo Finance prices are fetched on open and refreshed every 15 minutes in the background. P&L%, XIRR, and stop-loss status update instantly across all 5 tabs.
Check the Alerts tab for stop-loss breaches. Use Add More to top up at a specific broker. Sort Holdings by XIRR to see your best long-term positions. Sell via the trade detail modal.
All portfolio data — trades, prices, settings — is stored exclusively in Chrome's local storage on your device. No account registration, no server uploads, no third-party access. Prices are fetched directly from Yahoo Finance's public API; no data is routed through Finmagine servers.
The extension requests only two permissions: storage (for your portfolio data) and
alarms (for the 15-minute price refresh). No tab access, no browsing history, no clipboard.
Different investors have different pain thresholds. All limits are set in the Settings tab:
Default −5%. Any broker position below this triggers a breach alert and contributes to the badge count.
Default +5%. When all brokers are above this, the stock moves to the Alloted tab.
Default +5%. When any broker is below this, the stock appears in Add More.
Default ₹3,00,000. Stocks with total invested below this appear in the Consider tab.
Portfolio Manager pairs naturally with our other free Chrome extensions — each solves a different part of the research and monitoring workflow.