STOCK ANALYSIS & PORTFOLIO TRADING DESK

ASHWIN · CHIKMAGALUR · PROPRIETARY INTELLIGENCE v6
FETCHING...
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NSE CLOSED
⚡ SCORE
TREND--
BREADTH--
VIX--
FII--
PCR--
GLOBAL--
SECTOR--
0/14
COMPUTING...
NIFTY
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BNIFTY
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VIX
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S&P500
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NASDAQ
--
--
BRENT
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--
GOLD
--
--
SILVER
--
--
DXY
--
--
INR/USD
84.12
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US10Y
--
--
ARABICA
--
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ROBUSTA
manual
paste in coffee desk
⚡ Synopsis
Holdings
🎯 Pre-Buy
📅 Events
Watchlist
Manual Data
Risk Mgmt
Audit Journal
AI Prompts
Stock Settings
Live Markets
Thematic Radar
Smart Money
News & Events
Coffee Desk
Ground Intel
MARKET REGIME · LIVE COMPUTATION
COMPUTING...
Score: -- · awaiting all inputs
NET FACTOR
--
PORTFOLIO P&L
--
DATA FRESHNESS
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TAILWINDS · DRIVING PORTFOLIO UP
Computing factors. If this persists, ensure all manual data is entered.
HEADWINDS · DRIVING PORTFOLIO DOWN
EXPOSURE READ
Computing exposure analysis...
CORRELATION CLUSTERS · WHEN ONE MOVES, THESE MOVE TOGETHER
ACTION READ
Computing action recommendation...
AI ASSIST
Generate a context-rich prompt with today's full dashboard state. Paste into Claude.ai or ChatGPT.
KITE (ZERODHA)
GEOJIT
COMBINED
INVESTED
--
0 holdings
CURRENT VALUE
--
mark to market
TOTAL P&L
--
--
DAY P&L
UPDATE LTPS
via input below
📝 Manual Entry
📁 Upload Kite CSV
📋 Paste Table
💹 Update LTPs

ADD / EDIT KITE HOLDING

KITE HOLDINGS CSV UPLOAD

Download from kite.zerodha.com/portfolio/holdings → Click the download icon → CSV. Then drop file here or browse.

PASTE KITE HOLDINGS TABLE

Copy the holdings table from Kite app or web (select rows → Ctrl+C). Paste below. Engine will parse symbol, qty, avg, LTP automatically.

UPDATE LTP · KITE HOLDINGS

Enter latest traded price. P&L recalculates instantly.
↗ ZERODHA KITE ↗ TICKERTAPE

KITE HOLDINGS · ACTION TAGS

STOCKQTYAVGINVESTEDLTPP&LRET%ACTIONTOOLS
TOTAL · KITE --------

KITE · THEME CONCENTRATION

🎯 PRE-BUY ANALYSIS · DECISION ASSIST

Type any NSE symbol → engine checks portfolio fit, theme concentration, position sizing, and stop-loss based on YOUR risk settings. Then surfaces all research tools in one place.

📅 MACRO EVENT CALENDAR · 2026

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Pre-loaded RBI, Fed, expiries, and key macro dates. Each event highlights which themes in your portfolio are at risk. Add custom events at the bottom.

UPCOMING EVENTS · NEXT 60 DAYS

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RECENT EVENTS · LAST 30 DAYS

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ADD CUSTOM EVENT

WATCHLIST · MAX 15 SCRIPS

0 / 15

MANUAL DATA HUB · DAILY UPDATE

last updated: never
Each input shows live inference + portfolio impact. Source links open the exact page where the number lives. Engine fails loud — empty fields show as errors in the synopsis.

FII / DII NET FLOWS

Updates LIQUIDITY score
↗ NSE FII/DII (RECOMMENDED) ↗ MONEYCONTROL ↗ TRENDLYNE
⏳ awaiting input
⏳ awaiting input
⏳ FII + DII combined read pending

MARKET BREADTH

Updates BREADTH score
↗ NSE ADV/DEC (RECOMMENDED) ↗ CHARTINK 50DMA ↗ CHARTINK 200DMA
⏳ A/D ratio computed once both entered
⏳ awaiting input
⏳ awaiting input

DERIVATIVES · PCR & MAX PAIN

Updates DERIVATIVES score
↗ NSE OPTION CHAIN ↗ SENSIBULL PCR ↗ OPSTRA MAX PAIN
choose index
⏳ PCR computed once both totals entered
⏳ awaiting input
⏳ awaiting strikes

MARKET MOOD INDEX (MMI)

Updates SENTIMENT
↗ TICKERTAPE MMI
⏳ awaiting input

SECTOR ROTATION HEATMAP · 25 INDICES

Updates SECTOR score · paste once weekly
↗ NSE SECTORAL INDICES (RECOMMENDED) ↗ MONEYCONTROL ALL INDICES
Easiest method: Open NSE link → "Sectoral Indices" → copy entire table → paste below. Auto-parser fills all sectors.
Or manual: Type sector % (vs Nifty) in any field below. Skip what you don't have.
📋 BULK PASTE (NSE format)
Paste from NSE → auto-parses 25 sectors
⚡ HEATMAP · CLICK ANY SECTOR FOR DETAILS
⏳ enter sector data to compute rotation read
PORTFOLIO DRAWDOWN
--
de-risk trigger: -10%
TOTAL ₹ AT RISK
--
sum of distance-to-stops
TOP THEME CONCENTRATION
--
--

⚙ RISK SETTINGS · GLOBAL DEFAULTS

change → click Save → applies to all holdings
These four numbers control how the engine flags risk. Hover any field for explanation.
% below avg cost
% of total portfolio
% portfolio loss
% in one theme

PER-HOLDING STOP-LOSSES

Override default stop % per holding. Engine flags violations in Synopsis & Risk Alerts.
STOCKBROKERAVGLTPDEFAULT STOPCUSTOM STOP %STOP PRICESTATUS

RISK ALERTS · LIVE

No alerts yet.

TAX EFFICIENCY · STCG / LTCG

Add buy dates per holding (Stock Settings tab) to populate this table.
STOCKBROKERBUY DATEDAYS HELDTAX BUCKETLTCG ELIGIBLE ONUNREALIZED P&LNOTE

AUDIT JOURNAL · DECISION TRACKER

0 entries
Every score reading and action recommendation is logged. Forward returns auto-tracked. Use this to validate (or invalidate) the score engine over time.

LOG TODAY'S DECISION

COMPLIANCE STATS

FOLLOWED
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IGNORED
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OPPOSITE
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JOURNAL ENTRIES

No entries yet. Start logging decisions to build your audit trail.

AI PROMPT INFRASTRUCTURE

No API integration. Each button generates a context-rich prompt with your full dashboard state, copies it to clipboard, and opens Claude.ai or ChatGPT in a new tab. Paste into the AI. You see exactly what's being sent. Zero hallucination on input data — AI sees real numbers from your dashboard.

PROMPT TEMPLATES

📊 DAILY PORTFOLIO REVIEW
Full state: holdings, P&L, factors, score, synopsis
📈 STOCK DEEP-DIVE
Macro+micro for one specific stock
🆚 PEER COMPARE
Compare 2 stocks for capital allocation
🎯 PRE-RESULTS PREVIEW
For stock with results in 7 days
🔍 WHY IS X MOVING?
Diagnostic for unusual price action
➕ WATCHLIST ADD?
Should I buy this watchlist scrip?
🌐 SECTOR DEEP-DIVE
Top stocks + outlook for a sector
🌀 SECTOR ROTATION
Where the smart money is rotating now
🚨 CRISIS PLAYBOOK
When markets are in distress — what to do
💸 TAX-LOSS HARVEST
STCG/LTCG optimization for FY27
📅 EVENT BRIEFING
Pre-event analysis (RBI, Fed, results)
🎯 WHAT-IF SCENARIOS
3 scenarios: FII selling, US10Y spike, oil crash
🧭 SYNOPSIS EXPLAIN
Have AI interpret today's synopsis

SAVED AI ANALYSES

Paste AI responses here. Saved per-stock to localStorage. Search later.

STOCK SETTINGS · ANNOTATIONS

Light annotations per holding. Used by Synopsis engine: results-date proximity warnings, custom notes appear in stock detail panels.
STOCKBROKERRESULTS DATEORDER BOOK / PIPELINECUSTOM NOTESAVE

GOLD / SILVER RATIO

10yr avg ~75 · live
CURRENT GSR
--
awaiting fetch
10-YR PERCENTILE
--
historical context
Z-SCORE
--
deviation from mean

PRECIOUS METALS

GOLD SPOT (USD/oz)
--
INR/10g: --
SILVER SPOT (USD/oz)
--
INR/kg: --

GLOBAL EQUITIES

S&P 500
--
Nifty gap predictor
NASDAQ 100
--
Tech sentiment · IT impact

CRUDE & DOLLAR

BRENT (USD/bbl)
--
EMS & Infra cost input
DXY (Dollar Index)
--
EM/India FII pressure

BOND YIELDS

US 10Y YIELD
--
FII pressure threshold > 4.5%
INDIA-US SPREAD
--
FII flow risk if < 2%

FETCH STATUS

--
awaiting fetches...

THEMATIC RADAR · WHERE SMART MONEY HIDES

Sectors consistently outperforming Nifty = institutional accumulation. Update weekly via Manual Data tab.

SECTOR PERFORMANCE READ

↗ MONEYCONTROL INDICES ↗ NSE NIFTY IT ↗ NSE NIFTY PHARMA ↗ NSE INDICES LIVE
⏳ enter sector data in Manual Data tab

SMART MONEY TRACKER

↗ BSE BULK DEALS ↗ NSE BULK DEALS ↗ BSE INSIDER ↗ TRENDLYNE INSIDER

LOGGED ACTIVITY

No activity logged yet.

NEWS & EVENTS · LOG

↗ MONEYCONTROL ↗ ECONOMIC TIMES ↗ RBI ↗ NSE CORPORATE ↗ BSE ANNOUNCEMENTS

NEWS LOG

No entries yet.

ESTATE COFFEE PRICES

arabica auto · robusta manual
International coffee prices directly affect Varada Estate income. Arabica auto-fetched. Robusta paste from Investing.com (Yahoo doesn't serve $/tonne futures).
ARABICA · ICE-US
--
cents/lb · INR/kg: --
ROBUSTA · LIFFE
--
USD/tonne · INR/kg: --
ARABICA / ROBUSTA SPREAD
--
premium read

ROBUSTA · MANUAL ENTRY

↗ INVESTING.COM (preferred) ↗ BARCHART RM
⏳ paste latest Robusta price from Investing.com

OTHER SOURCES

↗ ARABICA INVESTING.COM ↗ COFFEE BOARD INDIA

GROUND INTELLIGENCE · CHIKMAGALUR

Field intelligence from your physical location. No analyst in Mumbai has this edge.

LOGGED OBSERVATIONS

No entries yet.