Portfolio Watch

Dashboard published on 2026-10-30
Metrics calculated as on 2026-10-30
A holding's own metrics can show a different, earlier date if its price/NAV feed was missing data that day -- flagged inline wherever that happens, not hidden.

By asset category

IN Stocks

₹38,70,491

XIRR5.9%
Standard deviation0.1%
Sharpe ratio-0.85 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ₹1,23,635

IN MF

₹1,20,10,592

XIRR11.9%
Standard deviation0.1%
Sharpe ratio-0.82 (risk-free rate: 5.30%)

IN Gold (SGB+GOLDCASE)

₹18,41,995

XIRR22.1%
Standard deviation0.3%
Sharpe ratio0.27 (risk-free rate: 5.30%)

US ETF

$3,127

XIRR23.5%
Standard deviation0.3%
Sharpe ratio0.71 (risk-free rate: 5.30%)
Dividends earned (lifetime) ⓘ$7

INR portfolio

₹1,77,23,078

Composite benchmarkNifty 500 48% / Domestic gold price (MCX Gold / INR spot) 10% / Nifty 50 10% / Sensex 8% / Nasdaq 100 8% / Nifty Smallcap 250 7% / Nifty Large Midcap 250 6% / Nifty500 Momentum 50 1%
Standard deviation0.1%
Sharpe ratio-0.62 (risk-free rate: 5.30%)
XIRR11.6%

INR allocation by asset class

mf69.4%
stock30.6%

INR allocation by source

cas67.8%
kite30.6%
groww1.7%

INR top movers since last publish

  • SWIGGY: -24.6%
  • EXIDEIND: -9.6%
  • VBL: -8.9%

USD portfolio

$3,127

Composite benchmarkPHLX Semiconductor (SOX) 38% / S&P 500 33% / Nasdaq 100 29%
Standard deviation0.3%
Sharpe ratio0.71 (risk-free rate: 5.30%)
XIRR23.5%

USD allocation by asset class

us_etf100.0%

USD allocation by source

vested100.0%

USD top movers since last publish

  • ISHARES TR ISHARES SEMICDTR: -7.3%
  • INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF: -4.4%
  • VANGUARD INDEX FDS S&P 500 ETF SHS: -1.7%
IN Stocks
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
TRENT
Stock · kite
 ₹5,18,976
2.9% of INR portfolio
 49.5% 16.2% 0.5% 1.30 -0.78 WATCH Down 39.8% from 52-week high Down 43.3% from 52-week high Down 37.0% from 52-week high +5.4% today Volume 3.9x 20-day average
RELIANCE
Stock · kite
 ₹3,72,768
2.1% of INR portfolio
 9.3% 2.1% 0.2% 0.83 -1.14 WATCH Down 24.2% from 52-week high Down 24.9% from 52-week high Board meeting (Board Meeting Intimation) on 30-Oct-2026, 3d away Board meeting (Financial Results/Fund Raising) on 30-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 30-Oct-2026, 2d away Board meeting (Financial Results/Fund Raising) on 30-Oct-2026, 2d away Down 26.5% from 52-week high Board meeting (Board Meeting Intimation) on 30-Oct-2026, 0d away Board meeting (Financial Results/Fund Raising) on 30-Oct-2026, 0d away Outcome of Board Meeting on 30-Oct-2026 19:40:11 Outcome of Board Meeting on 30-Oct-2026 19:40:11 Other Restructuring on 29-Oct-2026 08:55:40
ETERNAL
Stock · kite
 ₹3,26,467
1.8% of INR portfolio
 58.3% 25.2% 0.3% 1.39 0.15 HOLD Board meeting (Board Meeting Intimation) on 21-Oct-2026, 2d away Board meeting (Financial Results) on 21-Oct-2026, 2d away Board meeting (Board Meeting Intimation) on 21-Oct-2026, 1d away Board meeting (Financial Results) on 21-Oct-2026, 1d away Board meeting (Board Meeting Intimation) on 21-Oct-2026, 0d away Board meeting (Financial Results) on 21-Oct-2026, 0d away Outcome of Board Meeting on 21-Oct-2026 15:22:31 Outcome of Board Meeting on 21-Oct-2026 15:22:31 Outcome of Board Meeting on 21-Oct-2026 15:22:31 Outcome of Board Meeting on 21-Oct-2026 15:22:31 Outcome of Board Meeting on 21-Oct-2026 15:22:31 Outcome of Board Meeting on 21-Oct-2026 15:22:31 Outcome of Board Meeting on 21-Oct-2026 15:22:31
IDFCFIRSTB
Stock · kite
 ₹3,24,000
1.8% of INR portfolio
 -6.2% -3.0% 0.3% 1.28 -0.29 WATCH Closed below 200-DMA (77.29) Board meeting (Board Meeting Intimation) on 24-Oct-2026, 3d away Board meeting (Financial Results) on 24-Oct-2026, 3d away RSI(14) = 24.3 (oversold) Down 17.7% from 52-week high Board meeting (Board Meeting Intimation) on 24-Oct-2026, 1d away Board meeting (Financial Results) on 24-Oct-2026, 1d away RSI(14) = 29.1 (oversold) Board meeting (Board Meeting Intimation) on 24-Oct-2026, 1d away Board meeting (Financial Results) on 24-Oct-2026, 1d away RSI(14) = 24.3 (oversold) Outcome of Board Meeting on 24-Oct-2026 17:30:08 Outcome of Board Meeting on 24-Oct-2026 17:01:57 RSI(14) = 23.4 (oversold) Outcome of Board Meeting on 24-Oct-2026 17:30:08 Outcome of Board Meeting on 24-Oct-2026 17:01:57 RSI(14) = 22.8 (oversold) Outcome of Board Meeting on 24-Oct-2026 17:30:08 Outcome of Board Meeting on 24-Oct-2026 17:01:57 Down 18.1% from 52-week high Outcome of Board Meeting on 24-Oct-2026 17:30:08 Outcome of Board Meeting on 24-Oct-2026 17:01:57
ICICIBANK
Stock · kite
 ₹2,72,610
1.5% of INR portfolio
 90.1% 15.2% 0.2% 0.81 -0.00 HOLD none in the trailing window
TITAN
Stock · kite
 ₹2,66,190
1.5% of INR portfolio
 149.0% 20.4% 0.2% 1.02 0.60 HOLD Closed below 200-DMA (4424.90) RSI(14) = 28.0 (oversold) Down 16.8% from 52-week high RSI(14) = 28.0 (oversold)
TATAPOWER
Stock · kite
 ₹2,46,711
1.4% of INR portfolio
 69.6% 14.5% 0.2% 0.81 -0.74 WATCH Down 23.2% from 52-week high Down 24.2% from 52-week high Down 24.8% from 52-week high
ITC
Stock · kite
 ₹1,85,920
1.0% of INR portfolio
 -35.1% -22.6% 0.2% 0.64 -1.92 WATCH Down 35.1% from 52-week high Down 35.8% from 52-week high Down 33.9% from 52-week high Board meeting (Board Meeting Intimation) on 02-Nov-2026, 3d away Board meeting (Financial Results) on 02-Nov-2026, 3d away
JIOFIN
Stock · kite
 ₹1,49,285
0.8% of INR portfolio
 -16.6% -3.6% 0.3% 1.54 -1.51 WATCH Outcome of Board Meeting on 15-Oct-2026 18:30:44 Outcome of Board Meeting on 15-Oct-2026 18:30:44 Down 31.9% from 52-week high Outcome of Board Meeting on 15-Oct-2026 18:30:44 Outcome of Board Meeting on 15-Oct-2026 18:30:44 RSI(14) = 28.8 (oversold) Down 34.7% from 52-week high Outcome of Board Meeting on 15-Oct-2026 18:30:44 Outcome of Board Meeting on 15-Oct-2026 18:30:44 RSI(14) = 28.8 (oversold) Outcome of Board Meeting on 15-Oct-2026 18:30:44 RSI(14) = 29.2 (oversold) Outcome of Board Meeting on 15-Oct-2026 18:30:44 Outcome of Board Meeting on 15-Oct-2026 18:30:44 Down 34.9% from 52-week high Allotment of Securities on 30-Oct-2026 10:27:24
SWIGGY
Stock · kite
 ₹1,35,099
0.8% of INR portfolio
 -55.5% -40.1% 0.4% 1.31 -2.01 TRIM RSI(14) = 28.8 (oversold) Board meeting (Board Meeting Intimation) on 22-Oct-2026, 3d away Board meeting (Financial Results) on 22-Oct-2026, 3d away Down 48.9% from 52-week high Board meeting (Board Meeting Intimation) on 22-Oct-2026, 2d away Board meeting (Financial Results) on 22-Oct-2026, 2d away Board meeting (Board Meeting Intimation) on 22-Oct-2026, 1d away Board meeting (Financial Results) on 22-Oct-2026, 1d away RSI(14) = 15.6 (oversold) Down 60.7% from 52-week high -16.7% today Volume 12.5x 20-day average Outcome of Board Meeting on 22-Oct-2026 15:51:08 Outcome of Board Meeting on 22-Oct-2026 15:45:34 RSI(14) = 24.2 (oversold) Volume 12.5x 20-day average Outcome of Board Meeting on 22-Oct-2026 15:51:08 Outcome of Board Meeting on 22-Oct-2026 15:45:34 RSI(14) = 15.6 (oversold) Volume 3.3x 20-day average Outcome of Board Meeting on 22-Oct-2026 15:51:08 Outcome of Board Meeting on 22-Oct-2026 15:45:34 RSI(14) = 23.6 (oversold) Outcome of Board Meeting on 22-Oct-2026 15:51:08 Outcome of Board Meeting on 22-Oct-2026 15:45:34 RSI(14) = 26.1 (oversold) Outcome of Board Meeting on 22-Oct-2026 15:51:08 Outcome of Board Meeting on 22-Oct-2026 15:45:34 RSI(14) = 23.7 (oversold) Down 58.5% from 52-week high Outcome of Board Meeting on 22-Oct-2026 15:51:08 Outcome of Board Meeting on 22-Oct-2026 15:45:34
EXIDEIND
Stock · kite
 ₹1,33,194
0.8% of INR portfolio
 54.0% 10.3% 0.3% 1.16 -0.51 WATCH RSI(14) = 23.5 (oversold) RSI(14) = 22.2 (oversold) RSI(14) = 19.0 (oversold) Down 26.6% from 52-week high RSI(14) = 19.0 (oversold) RSI(14) = 13.1 (oversold) Down 32.3% from 52-week high RSI(14) = 15.2 (oversold) RSI(14) = 13.1 (oversold) RSI(14) = 18.1 (oversold) RSI(14) = 19.5 (oversold) Volume 3.1x 20-day average RSI(14) = 27.2 (oversold) Down 31.6% from 52-week high
NUVAMA
Stock · kite
 ₹1,30,200
0.7% of INR portfolio
 26.9% 17.1% 0.4% 1.27 0.59 TRIM Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Down 16.1% from 52-week high Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only) Promoter shares are pledged (exact % not yet available -- boolean flag only)
BAJAJFINSV
Stock · kite
 ₹1,25,070
0.7% of INR portfolio
 3.7% 1.4% 0.2% 1.24 -1.18 WATCH Down 21.8% from 52-week high RSI(14) = 27.9 (oversold) Down 23.9% from 52-week high RSI(14) = 27.9 (oversold) Down 23.1% from 52-week high
INDHOTEL
Stock · kite
 ₹1,21,748
0.7% of INR portfolio
 55.2% 18.2% 0.3% 1.34 0.31 HOLD Board meeting (Board Meeting Intimation) on 21-Oct-2026, 2d away Board meeting (Financial Results) on 21-Oct-2026, 2d away Board meeting (Board Meeting Intimation) on 21-Oct-2026, 1d away Board meeting (Financial Results) on 21-Oct-2026, 1d away Board meeting (Board Meeting Intimation) on 21-Oct-2026, 0d away Board meeting (Financial Results) on 21-Oct-2026, 0d away Outcome of Board Meeting on 21-Oct-2026 16:44:56 Outcome of Board Meeting on 21-Oct-2026 16:44:56 Outcome of Board Meeting on 21-Oct-2026 16:44:56 Outcome of Board Meeting on 21-Oct-2026 16:44:56 Outcome of Board Meeting on 21-Oct-2026 16:44:56 RSI(14) = 71.9 (overbought) Outcome of Board Meeting on 21-Oct-2026 16:44:56 Outcome of Board Meeting on 21-Oct-2026 16:44:56
VBL
Stock · kite
 ₹1,17,600
0.7% of INR portfolio
 -27.3% -18.7% 0.3% 1.13 -0.57 WATCH Down 22.6% from 52-week high Down 27.3% from 52-week high Down 27.9% from 52-week high -5.5% today
MAXHEALTH
Stock · kite
 ₹86,000
0.5% of INR portfolio
 6.5% 2.6% 0.3% 0.66 -1.37 WATCH RSI(14) = 26.1 (oversold) RSI(14) = 24.5 (oversold) RSI(14) = 22.5 (oversold) Down 31.3% from 52-week high RSI(14) = 22.5 (oversold) RSI(14) = 20.8 (oversold) Down 32.6% from 52-week high RSI(14) = 21.1 (oversold) RSI(14) = 20.8 (oversold) RSI(14) = 29.5 (oversold) Board meeting (Board Meeting Intimation) on 30-Oct-2026, 3d away Board meeting (Financial Results) on 30-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 30-Oct-2026, 2d away Board meeting (Financial Results) on 30-Oct-2026, 2d away Down 27.6% from 52-week high Board meeting (Board Meeting Intimation) on 30-Oct-2026, 0d away Board meeting (Financial Results) on 30-Oct-2026, 0d away Outcome of Board Meeting on 30-Oct-2026 14:44:42 Allotment of Securities on 30-Oct-2026 11:01:17
HDFCAMC
Stock · kite
 ₹80,832
0.5% of INR portfolio
 54.2% 21.1% 0.3% 1.50 -0.55 WATCH Outcome of Board Meeting on 15-Oct-2026 14:40:10 Outcome of Board Meeting on 15-Oct-2026 14:40:10 Down 17.3% from 52-week high Outcome of Board Meeting on 15-Oct-2026 14:40:10 Outcome of Board Meeting on 15-Oct-2026 14:40:10 Down 20.8% from 52-week high Outcome of Board Meeting on 15-Oct-2026 14:40:10 Outcome of Board Meeting on 15-Oct-2026 14:40:10 Outcome of Board Meeting on 15-Oct-2026 14:40:10 Outcome of Board Meeting on 15-Oct-2026 14:40:10 Outcome of Board Meeting on 15-Oct-2026 14:40:10 Down 17.6% from 52-week high
CDSL
Stock · kite
 ₹75,780
0.4% of INR portfolio
 19.3% 12.1% 0.3% 1.70 -0.73 WATCH Down 22.6% from 52-week high RSI(14) = 29.1 (oversold) Down 27.5% from 52-week high RSI(14) = 29.1 (oversold) Board meeting (Board Meeting Intimation) on 31-Oct-2026, 3d away Board meeting (Financial Results) on 31-Oct-2026, 3d away Down 23.0% from 52-week high Board meeting (Board Meeting Intimation) on 31-Oct-2026, 1d away Board meeting (Financial Results) on 31-Oct-2026, 1d away
HDFCBANK
Stock · kite
 ₹69,280
0.4% of INR portfolio
 -- 2.4% 0.2% 1.04 -1.75 WATCH Down 28.3% from 52-week high Down 30.2% from 52-week high Down 30.2% from 52-week high
TATACONSUM
Stock · kite
 ₹66,684
0.4% of INR portfolio
 12.8% 6.2% 0.2% 0.54 -0.58 WATCH Down 23.3% from 52-week high Down 23.5% from 52-week high Board meeting (Board Meeting Intimation) on 26-Oct-2026, 3d away Board meeting (Financial Results/Other business matters) on 26-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 26-Oct-2026, 3d away Board meeting (Financial Results/Other business matters) on 26-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 26-Oct-2026, 0d away Board meeting (Financial Results/Other business matters) on 26-Oct-2026, 0d away Outcome of Board Meeting on 26-Oct-2026 16:44:00 Outcome of Board Meeting on 26-Oct-2026 16:39:36 Volume 5.4x 20-day average Outcome of Board Meeting on 26-Oct-2026 16:44:00 Outcome of Board Meeting on 26-Oct-2026 16:39:36 Outcome of Board Meeting on 26-Oct-2026 16:44:00 Outcome of Board Meeting on 26-Oct-2026 16:39:36 Down 18.6% from 52-week high Outcome of Board Meeting on 26-Oct-2026 16:44:00 Outcome of Board Meeting on 26-Oct-2026 16:39:36
HCG
Stock · kite
 ₹58,555
0.3% of INR portfolio
 5.9% 4.2% 0.3% 0.74 -0.67 WATCH RSI(14) = 29.8 (oversold) RSI(14) = 29.3 (oversold) RSI(14) = 26.1 (oversold) Down 26.6% from 52-week high RSI(14) = 26.1 (oversold) RSI(14) = 23.3 (oversold) Down 29.2% from 52-week high RSI(14) = 23.5 (oversold) RSI(14) = 23.3 (oversold) Down 24.6% from 52-week high
ITCHOTELS
Stock · kite
 ₹7,523
0.0% of INR portfolio
 -73.8% -- 0.3% 1.30 -0.91 WATCH Down 28.9% from 52-week high Down 29.9% from 52-week high Board meeting (Board Meeting Intimation) on 26-Oct-2026, 3d away Board meeting (Financial Results) on 26-Oct-2026, 3d away Board meeting (Board Meeting Intimation) on 26-Oct-2026, 3d away Board meeting (Financial Results) on 26-Oct-2026, 3d away Volume 11.1x 20-day average Board meeting (Board Meeting Intimation) on 26-Oct-2026, 0d away Board meeting (Financial Results) on 26-Oct-2026, 0d away Outcome of Board Meeting on 26-Oct-2026 13:31:41 Volume 7.5x 20-day average Outcome of Board Meeting on 26-Oct-2026 13:31:41 Outcome of Board Meeting on 26-Oct-2026 13:31:41 Down 24.2% from 52-week high Outcome of Board Meeting on 26-Oct-2026 13:31:41
IN MF
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
Parag Parikh Flexi Cap Fund - Direct Plan Growth (formerly Parag Parikh Long Term Value Fund) (Demat)
Mutual Fund · cas
 ₹35,85,093
20.2% of INR portfolio
 48.3% 11.4% 0.1% 0.51 -1.33 HOLD none in the trailing window
HDFC BSE Sensex Index Fund - Direct Plan - Growth Option (erstwhile HDFC Index Fund - Sensex Plus Plan merged) (Demat)
Mutual Fund · cas
 ₹14,07,905
7.9% of INR portfolio
 17.5% 8.4% 0.1% 0.88 -1.21 HOLD none in the trailing window
ICICI Prudential NASDAQ 100 Index Fund - Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹13,58,086
7.7% of INR portfolio
 139.7% 22.7% 0.2% 0.89 1.05 HOLD ICICI Prudential NASDAQ 100 Index Fund trails Nasdaq 100 by 3.2pp over 3mo ICICI Prudential NASDAQ 100 Index Fund trails Nasdaq 100 by 3.9pp over 3mo
Zerodha Nifty Large Midcap 250 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹10,92,855
6.2% of INR portfolio
 12.3% 4.7% 0.1% n/a -0.72 HOLD none in the trailing window
HDFC Flexi Cap Fund - Direct Plan - Growth Option (Demat)
Mutual Fund · cas
 ₹9,25,007
5.2% of INR portfolio
 3.3% 5.6% 0.1% 0.78 -0.67 HOLD none in the trailing window
ICICI Prudential Nifty 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹6,67,353
3.8% of INR portfolio
 -0.3% -0.2% 0.1% 0.88 -1.15 HOLD none in the trailing window
Bandhan Nifty 50 Index Fund-Direct Plan - Growth (Demat)
Mutual Fund · cas
 ₹5,89,100
3.3% of INR portfolio
 -3.8% -3.2% 0.1% 0.88 -1.08 HOLD none in the trailing window
HDFC Nifty 50 Index Fund - Direct Plan (formerly HDFC Index Fund - Nifty Plan) (Demat)
Mutual Fund · cas
 ₹5,82,910
3.3% of INR portfolio
 -2.8% -2.7% 0.1% 0.88 -1.15 HOLD none in the trailing window
Axis Small Cap Fund Direct Growth (Demat)
Mutual Fund · cas
 ₹5,69,886
3.2% of INR portfolio
 32.5% 18.3% 0.2% 0.76 -0.18 HOLD none in the trailing window
quant Small Cap Fund - Direct Plan - Growth (Non Demat)
Mutual Fund · cas
 ₹3,42,947
1.9% of INR portfolio
 9.9% 31.1% 0.2% 0.78 0.02 HOLD none in the trailing window
Edelweiss Liquid Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹2,30,986
1.3% of INR portfolio
 5.0% 6.7% 0.0% n/a -1.90 HOLD none in the trailing window
SBI Contra Fund - Direct Plan - Growth (Non-Demat)
Mutual Fund · cas
 ₹1,87,363
1.1% of INR portfolio
 -3.8% -9.2% 0.1% 0.74 -1.12 HOLD none in the trailing window
Motilal Oswal Nifty 500 Momentum 50 Index Fund - Direct Plan Growth (Demat)
Mutual Fund · cas
 ₹1,76,534
1.0% of INR portfolio
 -3.7% -3.1% 0.2% n/a -0.44 HOLD none in the trailing window
Invesco India Small Cap Fund - Direct Plan Growth (Non Demat)
Mutual Fund · cas
 ₹1,75,659
1.0% of INR portfolio
 20.3% 38.6% 0.2% 0.84 0.12 HOLD none in the trailing window
NIPPON INDIA SMALL CAP FUND - DIRECT GROWTH PLAN GROWTH OPTION (Demat)
Mutual Fund · cas
 ₹1,18,907
0.7% of INR portfolio
 -0.9% -2.3% 0.2% 0.79 -0.24 HOLD none in the trailing window
IN Gold (SGB+GOLDCASE)
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
SGBJU29III-GB
Stock · kite
 ₹15,45,500
8.7% of INR portfolio
 183.1% 22.4% n/a n/a n/a HOLD none in the trailing window
ZERODHAAMC - GOLDCASE
Mutual Fund · groww
 ₹2,96,495
1.7% of INR portfolio
 13.8% 14.7% 0.3% 0.71 0.49 HOLD none in the trailing window
US ETF
HoldingValueTrendP&L%XIRR SDBetaSharpeLabelRecent flags (14d)
ISHARES TR ISHARES SEMICDTR
US ETF · vested
 $1,201
38.4% of USD portfolio
 31.8% 44.7% 0.5% 1.02 0.99 TRIM Down 24.6% from 52-week high Down 23.3% from 52-week high Down 23.6% from 52-week high Down 22.0% from 52-week high Down 26.7% from 52-week high Down 26.9% from 52-week high Down 24.9% from 52-week high Down 21.9% from 52-week high Down 20.3% from 52-week high Closed below 200-DMA (475.94) Down 28.9% from 52-week high -9.5% today
VANGUARD INDEX FDS S&P 500 ETF SHS
US ETF · vested
 $1,017
32.5% of USD portfolio
 8.4% 12.8% 0.1% 0.99 0.46 HOLD none in the trailing window
INVESCO EXCHANGE-TRADED FD TR NASDAQ 100 ETF
US ETF · vested
 $908
29.0% of USD portfolio
 7.1% 11.0% 0.2% 0.99 0.25 HOLD none in the trailing window

How to read this dashboard

Standard deviation (SD)
How much a holding's daily returns swing around their average, annualized. Higher = more volatile. There's no universal "good" number -- compare it to the holding's own benchmark, not to other holdings.
Beta
How much a holding tends to move relative to its benchmark index. Beta of 1.0 means it moves in line with the benchmark; above 1.0 means bigger swings than the benchmark in both directions; below 1.0 means smaller swings.
Sharpe ratio
Return earned per unit of risk taken, after subtracting the risk-free rate (shown alongside it). Higher is generally better; below 0 means the holding underperformed a risk-free investment on a risk-adjusted basis.
Drawdown
How far a holding has fallen from its own 52-week high. A trigger fires past 15% by default -- not necessarily a sell signal on its own.
RSI (Relative Strength Index)
A 0-100 momentum gauge. Below 30 is generally read as "oversold," above 70 as "overbought" -- informational, not a standalone signal.
DMA (Moving average)
The average closing price over the trailing 50 or 200 trading days. A price crossing below its 200-DMA is a commonly-watched technical warning sign.
Benchmark divergence (mutual funds)
How far a fund's trailing return trails the index it's meant to track. Persistent divergence can indicate the fund isn't earning its fees.
XIRR
Your actual annualized return on this holding, accounting for the exact dates and amounts of every purchase/sale -- more precise than a simple P&L% for a position built up over time.

Core / Satellite classification (reference)

Applies to stock/US-ETF holdings only -- weight is measured against that holding's own currency portfolio (INR or USD), never a blended total.

CoreWeight above 5.0%. Position cap: 15.0%.
SatelliteWeight at or below 2.5%. Position cap: 5.0%; combined satellite bucket capped at 20.0%.
BuildingBetween 2.5% and 5.0% -- neither bucket yet, no cap applies.

How labels are decided (reference)

Computed fresh each run from the trailing 14-day trigger window -- a mechanical score, not a judgment call.

ScoreSum of every medium/high-severity trigger fired in the trailing 14 days, weighted 50% technical / 50% fundamental. Low-severity triggers are informational only and never count toward it.
TRIMScore at or above 8.
WATCHScore at or above 4, below 8.
BUYScore below 4, zero active medium/high-severity concerns, and an RSI-oversold signal currently firing.
HOLDEverything else -- score below 4, with either an active concern or no oversold signal.