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Portfolio Data
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💰 Net Worth
🎯 Goals
📈 Portfolio Performance
🏅 Top Contributors
📆 Monthly Investment — New Money vs Recycled
🥧 Share Allocation
🥧 Sector Allocation
🥧 Shares vs SIP
Trading Holdings
Investment Holdings
🏆 Top Performers
🕐 Recent Activity
Market & Portfolio
Trading Win Rate
💡 Portfolio Health
📅 Monthly Realized P&L
🔔 Smart Alerts
SymbolSectorHeld ForAvg BuyStop LossHeldInvested Market PriceCurrent ValueUnrealized P&LReturn % Realized P&LStatus
Investment Portfolio
SymbolHeld ForQtyAvg BuyStop LossInvested% of Portfolio SectorMarket PriceCurrent ValueUnrealized P&LReturn %
📅 Dividend Calendar
💰 Dividend Income by Stock
Per-symbol breakdown — effective avg buy = (cost − cash dividends) ÷ (shares + bonus)
SymbolOriginal QtyBonus SharesTotal Qty Cash IncomeCash / ShareEff. Avg Buy Market PriceAdj. ValueYield on Cost
📋 Dividend History
SymbolDateTypeAmount / SharesNotes
🤖 Smart Screener
কীভাবে স্টক বাছাই হয় (৬টা স্ট্র্যাটেজি)
👁 Watchlist
🤖 = added by the screener (removed automatically if it stops qualifying) · 📌 Keep makes it yours
SymbolTarget PriceMarket PriceGap % SignalNotes / ReasonAdded
📊 Full screener results
Every scanned stock that passed at least one strategy, best first. Hover a strategy chip for its rule.
#SymbolStrategiesP/EP/BROEProfit growthDiv yieldFrom 52w high30d trend
🔁 Systematic Investment Plans
Track monthly mutual-fund SIPs. Fetch live NAV from IDLC Asset Management to value your units.
DateTypePurposeSymbolSector QtyPriceTotalNotes