AI Insights
Healthy · 3/3 tests · 13:10
Down 33.1% — DEEPAKFERT
Avg cost ₹1628.08 · LTP ₹1088.85
Up 78.6% — KARURVYSYA
Avg cost ₹157.80 · LTP ₹281.85
Auto-Evolved 43× Today
Dashboard evolution engine has run 43 cycles today. Status: all systems nominal.
Largest Unrealised Loss: SILVERBEES
SILVERBEES is down ₹54,878 overall. Largest single-holding drag on the portfolio — review your thesis.
Profit-Taking Zone: KARURVYSYA +78.6%
KARURVYSYA is up 78.6% from avg cost +7 more. Consider partial profit booking or a trailing stop-loss.
Portfolio Concentration
Top 3: 79.3% · 13:10
SKYGOLD
30.0%
▲ 16.38%
CHENNPETRO
28.1%
▲ 42.37%
BIRET-RR
21.3%
▲ 5.47%
₹388,653 total portfolio value · 29 holdings
Portfolio Risk Score
LOW RISK · 13:10
12
Risk Score · 0 = safe · 100 = high risk
LowModerateHigh
Concentration
Top holding 30%
+12
Day P&L
Positive today
+0
Market Session
Evolved 13:10
9:00
9:15
12:30
15:30
16:00
Pre-open 9:00–9:15
Live 9:15–15:30
Post 15:30–16:00
Summary
Day P&L
—
Unrealised today
Overall P&L
—
Total unrealised
Holdings
—
Stocks held
Portfolio Value
—
— open orders
P&L Breakdown
Updated 13:10
Day P&L
+₹0 (+0.00%)
Overall P&L
+₹96,704 (+24.88%)
Portfolio value ₹388,653 · 29 holding(s)
Session Notes
Daily P&L Streak
evolved 13:10
Top Movers Today
v15 · 13:10
▲ Top Gainers
UPL₹644.85+0.00%
UNIONBANK₹189.03+0.00%
TATASTEEL₹206.61+0.00%
▼ Top Losers
No losers today
Market Mood
NEUTRAL · 13:10
+0
Mood Score · −100 bearish · 0 neutral · +100 bullish
BearishNeutralBullish
Holdings breadthMixed
Evolution Activity
44 runs today · 13:10
13:10live5 insights· 3/3 tests+₹0
13:09live5 insights· 3/3 tests+₹0
13:08live5 insights· 3/3 tests+₹0
13:06live5 insights· 3/3 tests+₹0
13:05live5 insights· 3/3 tests+₹0
44 total runs logged · auto-evolves every hour
Today's Digest
v16 · 13:10
Runs Today
44
evolution cycles
Tests Passed
42/44
all 3 endpoints each
Last Active
13:10
IST
Connected
43
of 44 runs live
Uptime
98%
connectivity today
Insights
207
6 unique types
Top Insights Today
Scheduled Evolution42×
Loser Deepakfert41×
Winner Karurvysya41×
Sector Allocation
v18 · portfolio weight by sector
Connect Zerodha to see sector breakdown.
F&O Expiry Countdown
v19 · Sunday, 12 Apr 2026 · 18:40 IST
Weekly Expiry
4
days · 16 Apr
Monthly Expiry
18
days · 30 Apr
S
12
M
13
T
14
W
15
T
16
F
17
S
18
Today
Thursday (Expiry)
NSE weekly · last Thu monthly
Week P&L
No data yet · 13:10
--
Mon
--
Tue
--
Wed
--
Thu
--
Fri
Week of 06 Apr 2026
Bars = day P&L tracked by evolution engine
Portfolio Drawdown Tracker
v21 · 13:10
Current Value
₹388,653
Peak Value
₹388,653
Drawdown
+0.0%
Max DD
0.0%
Portfolio Value History (last 21 snapshots)
Holding Age & Tax Status
v22 · 13:10
BHARTIARTL
—
0 × ₹2,009.00
-6.92%
(unknown)
BIRET-RR
—
247 × ₹317.33
+5.47%
(unknown)
BLUESTARCO
—
0 × ₹1,907.19
-11.39%
(unknown)
BSE
—
0 × ₹2,479.66
+32.32%
(unknown)
CAMS
—
0 × ₹789.24
-9.29%
(unknown)
CDSL
—
0 × ₹1,587.50
-17.90%
(unknown)
CHENNPETRO
—
112 × ₹684.05
+42.37%
(unknown)
DEEPAKFERT
—
0 × ₹1,628.08
-33.12%
(unknown)
EXIDEIND
—
0 × ₹388.55
-16.45%
(unknown)
GOLDBEES
—
500 × ₹125.32
-1.46%
(unknown)
HINDZINC
—
0 × ₹469.15
+20.35%
(unknown)
IDBI
—
0 × ₹103.44
-28.40%
(unknown)
JAMNAAUTO
—
0 × ₹104.76
+19.13%
(unknown)
JMFINANCIL
—
0 × ₹159.34
-15.87%
(unknown)
JUBLPHARMA
—
0 × ₹1,076.00
-17.12%
(unknown)
KARURVYSYA
—
0 × ₹157.80
+78.61%
(unknown)
MID150CASE
—
0 × ₹10.50
+1.62%
(unknown)
NAVA
—
0 × ₹607.45
-0.89%
(unknown)
NSDL
—
0 × ₹1,111.37
-16.69%
(unknown)
PRICOLLTD
—
0 × ₹508.09
+14.89%
(unknown)
REDINGTON
—
0 × ₹326.60
-32.28%
(unknown)
SBIN
—
0 × ₹837.16
+27.42%
(unknown)
SHRIRAMFIN
—
0 × ₹672.70
+52.75%
(unknown)
SILVERBEES
—
0 × ₹253.98
-10.80%
(unknown)
SKYGOLD
—
299 × ₹334.54
+16.38%
(unknown)
SML100CASE
—
1966 × ₹9.92
-3.83%
(unknown)
TATASTEEL
—
0 × ₹160.01
+29.12%
(unknown)
UNIONBANK
—
0 × ₹153.41
+23.22%
(unknown)
UPL
—
0 × ₹660.20
-2.33%
(unknown)
■ LTCG ≥365d
■ ~LTCG 330–364d
■ STCG <330d
Zerodha API does not return buy dates — connect & check individual holdings for LTCG eligibility.
Return Attribution
+₹96,704 · +28.68% · v23 · 13:10
TATASTEEL
0.0% wt
+16.51% contrib
+₹64,168
+0.0% ret
UNIONBANK
0.0% wt
+13.12% contrib
+₹51,008
+0.0% ret
KARURVYSYA
0.0% wt
+12.70% contrib
+₹49,371
+0.0% ret
SHRIRAMFIN
0.0% wt
+12.14% contrib
+₹47,195
+0.0% ret
CHENNPETRO
28.1% wt
+8.35% contrib
+₹32,458
+42.4% ret
SBIN
0.0% wt
+5.73% contrib
+₹22,265
+0.0% ret
HINDZINC
0.0% wt
+4.47% contrib
+₹17,372
+0.0% ret
JAMNAAUTO
0.0% wt
+4.32% contrib
+₹16,777
+0.0% ret
SKYGOLD
30.0% wt
+4.22% contrib
+₹16,388
+16.4% ret
BSE
0.0% wt
+4.12% contrib
+₹16,031
+0.0% ret
PRICOLLTD
0.0% wt
+3.06% contrib
+₹11,879
+0.0% ret
BIRET-RR
21.3% wt
+1.10% contrib
+₹4,285
+5.5% ret
MID150CASE
0.0% wt
+0.82% contrib
+₹3,183
+0.0% ret
NAVA
0.0% wt
-0.18% contrib
₹691
0.0% ret
SML100CASE
4.8% wt
-0.19% contrib
₹747
-3.8% ret
UPL
0.0% wt
-0.49% contrib
₹1,919
0.0% ret
CAMS
0.0% wt
-1.23% contrib
₹4,767
0.0% ret
BHARTIARTL
0.0% wt
-1.61% contrib
₹6,255
0.0% ret
GOLDBEES
15.9% wt
-2.12% contrib
₹8,257
-13.2% ret
CDSL
0.0% wt
-2.34% contrib
₹9,091
0.0% ret
BLUESTARCO
0.0% wt
-2.51% contrib
₹9,773
0.0% ret
JMFINANCIL
0.0% wt
-3.41% contrib
₹13,252
0.0% ret
EXIDEIND
0.0% wt
-3.60% contrib
₹13,994
0.0% ret
JUBLPHARMA
0.0% wt
-3.75% contrib
₹14,556
0.0% ret
NSDL
0.0% wt
-4.25% contrib
₹16,511
0.0% ret
IDBI
0.0% wt
-7.16% contrib
₹27,823
0.0% ret
REDINGTON
0.0% wt
-8.00% contrib
₹31,099
0.0% ret
DEEPAKFERT
0.0% wt
-10.82% contrib
₹42,060
0.0% ret
SILVERBEES
0.0% wt
-14.12% contrib
₹54,878
0.0% ret
29 holdings · contribution = holding P&L ÷ portfolio value
₹388,653 portfolio
Intraday Volatility Rank
Top: BHARTIARTL +0.00% · v24 · 13:10
BHARTIARTL
+0.00%
+₹0
BIRET-RR
+0.00%
+₹0
BLUESTARCO
+0.00%
+₹0
BSE
+0.00%
+₹0
CAMS
+0.00%
+₹0
CDSL
+0.00%
+₹0
CHENNPETRO
+0.00%
+₹0
DEEPAKFERT
+0.00%
+₹0
EXIDEIND
+0.00%
+₹0
GOLDBEES
+0.00%
+₹0
HINDZINC
+0.00%
+₹0
IDBI
+0.00%
+₹0
JAMNAAUTO
+0.00%
+₹0
JMFINANCIL
+0.00%
+₹0
JUBLPHARMA
+0.00%
+₹0
KARURVYSYA
+0.00%
+₹0
MID150CASE
+0.00%
+₹0
NAVA
+0.00%
+₹0
NSDL
+0.00%
+₹0
PRICOLLTD
+0.00%
+₹0
REDINGTON
+0.00%
+₹0
SBIN
+0.00%
+₹0
SHRIRAMFIN
+0.00%
+₹0
SILVERBEES
+0.00%
+₹0
SKYGOLD
+0.00%
+₹0
SML100CASE
+0.00%
+₹0
TATASTEEL
+0.00%
+₹0
UNIONBANK
+0.00%
+₹0
UPL
+0.00%
+₹0
All 29 holdings ranked by absolute intraday move · bar = relative magnitude
Profit Lock Advisor
Best: CHENNPETRO +42.4% · v25 · 13:10
CHENNPETRO
+42.4%
+₹32,458
🔒 Lock In
SKYGOLD
+16.4%
+₹16,388
⚡ Consider
BIRET-RR
+5.5%
+₹4,285
👀 Watch
GOLDBEES
-1.5%
-₹917
▼ Loss
SML100CASE
-3.8%
-₹747
▼ Loss
🔒 Lock candidates: 1
👀 Watching: 2
▼ Losses: 2
5 holdings · ranked by unrealised gain %
Capital Deployment Map
v26 · 13:10
SKYGOLD
Alloc: 29.7%
Cost: ₹100,028
MVal: ₹116,416
+₹16,388
BIRET-RR
Alloc: 23.2%
Cost: ₹78,381
MVal: ₹82,666
+₹4,285
CHENNPETRO
Alloc: 22.7%
Cost: ₹76,614
MVal: ₹109,071
+₹32,458
GOLDBEES
Alloc: 18.6%
Cost: ₹62,662
MVal: ₹61,745
₹-917
SML100CASE
Alloc: 5.8%
Cost: ₹19,503
MVal: ₹18,756
₹-747
Cost basis
Market value (gain)
(loss)
Total deployed: ₹337,188
· Market val: ₹388,653
· Net P&L: +₹51,466
Portfolio Pulse
Healthy · Score 70 · v27 · 13:10
70
Health Score · 0 = critical · 100 = excellent
CriticalFairHealthy
In Profit
13/29
holdings
Up Today
0/29
+₹0
Total Return
+28.7%
+₹96,704
Top Holding: SKYGOLD
30.0% of portfolio
Recovery Tracker
2 underwater · v28 · 13:10
SML100CASE
Minimal
Need +4.0%
to ₹9.92
LTP ₹9.54 · Down 3.8% · P&L ₹-747
GOLDBEES
Minimal
Need +1.5%
to ₹125.32
LTP ₹123.49 · Down 1.5% · P&L ₹-917
Total unrealised loss: ₹-1,665
Avg recovery needed: +2.7%
Worst: SML100CASE +4.0%
Risk/Reward Matrix
v29 · 13:10
Big Risks
· high capital · loss
none
Big Winners
· high capital · profit
CHENNPETRO +42.4%SKYGOLD +16.4%BIRET-RR +5.5%
Small Losers
· low capital · loss
SML100CASE -3.8%GOLDBEES -1.5%
Small Winners
· low capital · profit
none
Holdings: 5
Winners: 3
Losers: 2
Total capital: ₹337,188
Best: CHENNPETRO +42.4% ·
Worst: SML100CASE -3.8%
Concentration Risk
v30 · 13:10
HHI Concentration Score
0.241
Moderate
Top 5 by Market Value
1
30.0%
2
28.1%
3
21.3%
4
15.9%
5
4.8%
Holdings: 5
Top-5 share: 100.0%
Portfolio: ₹388,653
HHI: Safe <0.15 · Mod <0.25 · Conc ≥0.25
Trade Entry Score
v31 · 13:10
Entry quality: (current price − avg cost) / avg cost
Holdings: 5
In profit: 3
Avg score: +11.8%
Best: CHENNPETRO +42.4%
Daily Alpha vs NIFTY
v32 · 13:10
Alpha = holding day % − NIFTY day % · bar column = day %
Holdings: 29
Beating NIFTY: 0
Wtd alpha: +0.00%
NIFTY +0.00%
Session Score
Tough Session · v33 · 13:10
25
/100
Tough Session
Composite score across 5 performance factors for today's trading session.
Day P&L
10/30
· Flat
+₹0 (+0.00%)
Win Rate
3/25
· 0% up
0/29 holdings up
vs NIFTY
0/20
· —
Index data unavailable
Orders
10/15
· No activity
No orders placed
Portfolio
2/10
· 45% holdings profitable
Overall P&L +₹96,704
Rebalance Signal
v34 · 13:10
Rebalancing Needed
Equal-weight target: 3.4% per holding (29 positions)
0
balance score
deviation from equal-weight · actual weight · action
+26.5%
30.0%
Trim
+24.6%
28.1%
Trim
+17.8%
21.3%
Trim
+12.4%
15.9%
Trim
+1.4%
4.8%
OK
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
-3.4%
0.0%
↓ Under
Total drift: 165.5%
Most over: SKYGOLD (+26.5%)
Most under: UPL (-3.4%)
1-Day Value at Risk (VaR)
v35 · 13:10
Low Risk
95% 1-day VaR · weighted avg daily vol 0.00%
₹0
0.00% of portfolio
today's volatility · VaR ₹ contribution · portfolio weight
±0.0%
₹0
0.0%
±0.0%
₹0
21.3%
±0.0%
₹0
0.0%
±0.0%
₹0
0.0%
±0.0%
₹0
0.0%
±0.0%
₹0
0.0%
±0.0%
₹0
28.1%
±0.0%
₹0
0.0%
±0.0%
₹0
0.0%
±0.0%
₹0
15.9%
±0.0%
₹0
0.0%
±0.0%
₹0
0.0%
+ 17 more holdings
Portfolio: ₹388,653
Gainers today: +₹0
Losers today: ₹0
Market Sensitivity (Beta)
v36 · 13:10
Market-Like
NIFTY today: flat today ·
expected ₹ move per +1% NIFTY: +₹3,887
β 1.00
portfolio beta
holding beta (day move ÷ NIFTY move) · portfolio weight
β 1.00
0.0%
β 1.00
21.3%
β 1.00
0.0%
β 1.00
0.0%
β 1.00
0.0%
β 1.00
0.0%
β 1.00
28.1%
β 1.00
0.0%
β 1.00
0.0%
β 1.00
15.9%
β 1.00
0.0%
β 1.00
0.0%
+ 17 more holdings
Defensive β<0.8
Market-Like 0.8-1.2
Aggressive 1.2-1.8
High β>1.8
Cost Averaging Guide
v37 · 13:10
2 Underwater Holdings
Capital to avg all down 25%: ₹26,834
Avg all down 50%
₹80,501
extra shares & capital to reduce loss gap · sorted by largest loss
SML100CASE
-3.8% below cost
Avg cost: ₹9.9 · LTP: ₹9.5 · Gap: ₹0.4
Avg down 25%
+655 shares
₹6,252 additional
Avg down 50%
+1966 shares
₹18,756 additional
GOLDBEES
-1.5% below cost
Avg cost: ₹125.3 · LTP: ₹123.5 · Gap: ₹1.8
Avg down 25%
+167 shares
₹20,582 additional
Avg down 50%
+500 shares
₹61,745 additional
⚠ Averaging down increases position risk. Assess the reason for decline before adding to a losing position.
Stop Loss & Target Tracker
v38 · 13:10
SML100CASE
WATCH
SL ₹9.2 (+3.4% away)
LTP ₹9.5
TGT ₹11.4 (19.6% left)
₹-747 unrealised
GOLDBEES
WATCH
SL ₹116.6 (+6.0% away)
LTP ₹123.5
TGT ₹144.1 (16.7% left)
₹-917 unrealised
BIRET-RR
SAFE
SL ₹295.1 (+13.4% away)
LTP ₹334.7
TGT ₹364.9 (9.0% left)
+₹4,285 unrealised
SKYGOLD
NEAR TGT
SL ₹311.1 (+25.1% away)
LTP ₹389.4
TGT ₹384.7 (-1.2% left)
+₹16,388 unrealised
CHENNPETRO
NEAR TGT
SL ₹636.2 (+53.1% away)
LTP ₹973.9
TGT ₹786.7 (-19.2% left)
+₹32,458 unrealised
Holdings: 5
Near SL: 0
Near Target: 2
Avg Safety: 20.2%
Safest: CHENNPETRO
Riskiest: SML100CASE
SL = 7% below avg cost | Target = 15% above avg cost | Sorted by proximity to stop loss
Holdings
| Instrument | Qty | Avg Cost | LTP | Cur Value | P&L | Return % | Day Change | 📝 |
|---|---|---|---|---|---|---|---|---|
⬡No holdings data | ||||||||
Positions
| Instrument | Qty | Avg | LTP | P&L | Unrealised |
|---|---|---|---|---|---|
⇅No net positions | |||||
| Instrument | Qty | Buy Avg | Sell Avg | Realised P&L |
|---|---|---|---|---|
⇅No day positions | ||||
Orders
| Instrument | Type | Qty | Price | Status | Time |
|---|---|---|---|---|---|
≡No orders today | |||||