See it in action
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.
See it in action
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 Holdings tab with SRF held across two brokers. The Sharekhan position — bought in 2021 — is up +135%. The Groww position, bought in April 2025, is at −5.23%, past the stop-loss. The blended average column reads +65% and looks fine. Without per-broker columns, the breach is completely invisible.
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.
The extension is not connected to any broker — you enter trades manually using CSV import or the Add Trade form. Nine Indian brokers are pre-configured with accurate charge structures: Zerodha, Upstox, Groww, Sharekhan, Angel, mStock, icicidirect, HDFCSec, INDMoney. Each gets its own P&L% column in the Holdings table. Any unrecognised broker name defaults to zero-brokerage treatment.
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 one column per broker 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.
Per-broker clarity in action — each tab filters differently
Every stock row shows its aggregate LTP, P&L%, and XIRR alongside a separate column for each broker you use. Sortable by any column — click XIRR to rank your best long-term compounders instantly.
Two lists: Stop-Loss Breached (red rows) and Approaching Stop-Loss (amber rows). Each entry shows the exact broker, invested amount, current value, and per-broker P&L% — never a blended number.
Stocks where your total invested is below the Consider threshold (default ₹3,00,000). These are positions you believe in but haven't fully committed to yet — the tab surfaces them automatically.
Alloted tab — every broker position above threshold
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. Native detection for popular broker formats; a generic import handles everything else. 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.
Alerts tab — stop-loss breaches surfaced instantly
The Charts tab gives you seven visual lenses on any asset class: Composition, P&L, XIRR, Journey, Brokers, and two Sector views. Switch asset class pills to see the same chart types instantly for Indian Equities, Global Equities, Mutual Funds, or Global ETFs.
Composition — holdings by weight
XIRR — annualised returns by stock
Enter trades via the form — broker name, date, price, qty. The broker field is a free-text label: use any name. Or paste a CSV export from your broker. 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 within seconds of clicking ⟳.
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.
⏱ Why Does a New Stock Show Partial Data for a Minute or Two?
Stats for each stock come from three separate sources on a staggered schedule. New stocks trigger all three fetches for the first time:
This happens once only. All fundamentals are cached for 90 days — on every subsequent open the data appears instantly. The delay is intentional: the extension fetches Screener.in page-by-page, sequentially, to avoid rate-limiting.
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.
The Watchlist tab is a research shortlist, not a price ticker. It shows 23 fundamental columns — P/E, P/B, ROCE, ROE, D/E, OPM%, NPM%, FCF, Sales%, EPS%, pledging, and FII% — colour-coded green/amber/red and sortable by any column. Holdings auto-include with a HOLD badge so you can compare research candidates directly against what you already own.
Every fundamental column is colour-coded: green for strong values, amber for average, red for concerning. P/E, P/B, P/S, EV/EBITDA, ROCE, ROE, D/E, Current Ratio, and Interest Coverage all in one scrollable row per stock.
Your existing holdings appear automatically with a HOLD badge so you can compare stocks you own directly against research candidates on identical metrics. Click any column header to sort the entire list.
Video walkthrough · Deep-dive audio · Visual infographics · 90 flashcards
Institutional Portfolio Discipline Without the Cloud
A ~30-minute deep-dive podcast covering the Newton-Raphson XIRR engine, 4-layer cache architecture, ChartInk CSRF session piggybacking, staggered Screener.in fetching, cohort-based Journey chart, and the philosophy of local-first FinTech.
90 Flashcards — Click Any Card to Flip
40 investor-facing cards + 50 technical architecture cards.
A complete 8-article guide covering every feature — from per-broker stop-loss discipline to XIRR, charts, watchlist research, multi-asset tracking, the Decision Journal, and v1.1.0 upgrades.
Per-broker tracking, 7 tabs, 4 asset classes, live XIRR, Index Beat, PEG, and 5 ChartInk signals. Video guide, 30-min audio deep-dive, infographics, and 90 flashcards.
The -5% rule, three-colour badge system, Alloted / Consider / Add More tabs, re-entry model, alert configuration. 30 flashcards.
Why P&L% misleads. Newton-Raphson XIRR, Index Beat vs Nifty 50/500, permanent cache architecture, portfolio XIRR. 30 flashcards.
7 per-AC charts (Composition, P&L, XIRR, Journey, Brokers, Sector ×2) + 5 Overview charts + History ✦. What each answers and when to use it. 25 flashcards.
P/E, ROCE, ROE, D/E, FCF, OPM%, pledging, FII% — colour-coded and sortable. HOLD badges for Holdings. MCap chips, sort persistence, and Watchlist Journal. 30 flashcards.
IN_EQ, IN_MF, GL_EQ, GL_MF — ticker formats, AMFI NAV, USD→₹ FX conversion, unified portfolio XIRR, and the 📊 Overview pill. 25 flashcards.
Record your investment thesis at trade time. 7 category chips, auto-prefill rule engine, Pattern Analysis to spot your best and worst decision types. 30 flashcards.
True portfolio value over time vs DCA benchmark, stock split & bonus modal, dark/light theme, PG3Y%/PG5Y% profit growth CAGR columns. 25 flashcards.
Portfolio Manager pairs naturally with our other free Chrome extensions — each solves a different part of the research and monitoring workflow.
Track Indian Equities, US Stocks, Mutual Funds & Global ETFs — with per-broker stop-loss, live prices, XIRR, and Index Beat. All local, no server required.
No credit card required · No registration · 100% Free Forever