Total Allocation
โน221.6 Cr
โฒ 59 positions
Holdings Scanned
0/59
Click Full Scan
Reduce Signals
0
Exit these first
Buy / Add Signals
0
Increase allocation
Quant Score
โ
Pass all criteria
๐ Executive Summary
What it does: Reads your actual scanned holdings data โ news โ macro โ generates a crisp fund manager morning briefing with top BUY, top REDUCE, sector call, and portfolio health verdict
Synthesising from holdings data + newsโฆ
Run ๐ Rescan Holdings first โ Executive Summary reads your actual scanned data and generates a real briefing based on what it finds.
โ Rebalancing Action Plan
What it does: Looks at each holding's signal (BUY/HOLD/REDUCE) + quant pass/fail score โ recommends specific % allocation changes โ e.g. "Reduce WIPRO from 2.9% โ 1.5%, free up capital for HDFCBANK which passes 8/9 criteria"
Calculating rebalancing based on signals + quant scoresโฆ
Run Full Scan first. The plan will show: which stocks to REDUCE (with exact new %, capital freed), which to ADD (with target %, cost), and the overall portfolio impact on quant compliance.
๐ญ Sector Allocation
Run scan
๐ Scenario Projections
Based on actual portfolio P&L data๐ Bull (+15% mkt)
โ
Run scan first
๐ Base (+7% mkt)
โ
Run scan first
๐ป Bear (-10% mkt)
โ
Run scan first
Applies sector betas ร market move to your actual allocation weights. Run Full Scan to compute.
Holdings Scan
Shows every holding from your live portfolio. Column values come only from your uploaded Excel data โ left blank when a holding has no matching row. "Rev Gr." and "D/E" at the end are evaluated against your Parameters weighting.
All
๐ข BUY
๐ก HOLD
๐ด REDUCE
โ
All 9 Pass
| Stock | Alloc% |
|---|
Screener ยท Stock Deep Dive
Analyse any stock from your uploaded Excel data โ all metrics, charts, quant check, and AI fund manager verdict use only your uploaded data.
โฌ๏ธ No Excel uploaded yet โ Upload data to use this page.
Looking up in your uploaded dataโฆ
๐ Quantitative Screener
Screens stocks from your uploaded Excel data (or Nifty 500 universe via AI) against your Parameters criteria โ shows pass/fail per criterion with weighted scores.
How this works: This page acts like a Screener.in quantitative filter.
โข "Find Qualifying Stocks" โ If Excel data is uploaded, screens all stocks in the file against your criteria instantly. Otherwise uses AI to find Nifty 500 candidates.
โข "Screen My Holdings" โ Checks your portfolio holdings against criteria using uploaded data (or AI). Shows each criterion pass/fail with weighted score and Buy/Hold/Reduce signal.
โข "Check Specific Stock" โ Enter any ticker to check it against all active criteria.
โข "Find Qualifying Stocks" โ If Excel data is uploaded, screens all stocks in the file against your criteria instantly. Otherwise uses AI to find Nifty 500 candidates.
โข "Screen My Holdings" โ Checks your portfolio holdings against criteria using uploaded data (or AI). Shows each criterion pass/fail with weighted score and Buy/Hold/Reduce signal.
โข "Check Specific Stock" โ Enter any ticker to check it against all active criteria.
Active Criteria (AND logic โ all 9 must pass)
Runningโฆ
Select an action above to run the quantitative screener
Document Analysis
Optional โ paste earnings transcripts, balance sheets, or annual reports to layer specific recent data on top of AI's market knowledge
Paste Document
Analysingโฆ
๐ Library (0)
No documents yet
AI Insights
Analysis will appear here after you paste and analyse a document.
Market Intelligence
Live news โ auto-injected into all AI analysis
Fetchingโฆ
Analyst Chat
Full portfolio context ยท AI market knowledge ยท documents ยท news ยท quant scores โ all injected automatically
Context:
0 holdings
0 docs
0 news
AI market knowledge
Quick:
๐ Quant scores
๐ด What to reduce?
๐ข What to add?
๐ Find new stocks
๐ฐ News impact
โ Rebalance plan
๐ Stress test
๐ญ Sector rotation
Fund Parameters
Sector-wise scoring templates โ each sector has Fundamental, Sector Specific, Technical & Qualitative groups totalling 100%
User Administration
Create, edit, restrict, and audit dashboard users (AWS Cognito)
Users
| User | Role | Pages | Status | Actions |
|---|---|---|---|---|
| Loadingโฆ | ||||
๐ Activity Log
| Time | User | Action | Page | Detail |
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๐ค Upload Stock Data
Upload NSE/BSE stock data from Excel. This data is used by Quant Screener, Holdings Scan, and Parameters.
๐ Excel Format Guide
Your Excel file must have exactly 3 header rows followed by stock data rows:
| Row | Purpose | Example Col A | Example Col B | Example Col C | Example Col D |
|---|---|---|---|---|---|
| Row 1 | Value Format | Value Format | Text | Decimal, 2 | Percentage |
| Row 2 | Display Name | Display Name | Ticker | Current Price | 1 Day % Change |
| Row 3 | Parameter Name | Parameter Name | Ticker โ unique key | CMP | 1D % Change |
| Row 4+ | Stock Data | Balrampur Chini Mills | 400067-IN | 533.2 | -0.70% |
๐ก Add new columns freely โ just add Row 1/2/3 entries for each new column. The Ticker column (Row 3 = "Ticker") is the unique key for every stock.
Upload Excel File
๐
Click to select Excel file or drag & drop here
Accepts .xlsx files only
Parsing & uploadingโฆ
๐ Current Database Status
Loadingโฆ