Portfolio
Invented demo portfolio · a linked account renders this page identically
Net worth
₹10,07,655
after ₹1,45,000 liabilities
Current value
₹11,52,655
across 9 holdings
Invested
₹10,63,750
where cost basis is known
Overall return
+₹88,905
+8.36% on invested amount
AI overview
gpt · portfolio agentsallocation_criticconcentration_risksip_healthperformance_attributionsynthesizer
This portfolio spans 9 holdings, with 39.0% of current value in Indian and US equity and 10.9% carrying US exposure.
Concentration is measured by a Herfindahl index of 0.17 across holdings, the largest single position at 23.5% of value and the top three at 64.6%. The heaviest sector is Demo Sector Delta at 39.3% of the sector book.
Overall return where a cost basis is known is +₹88,905 (+8.4% on invested). 2 rows report no cost basis and are excluded from performance figures. 3 systematic plans are on file, contributing ₹17,500 a month.
Every figure above is computed in Python and shown beside its claim — the agents narrate verified metrics and never invent numbers. Descriptive analytics only; not investment advice.
Computed metrics
- Net worth
- ₹10,07,655net of liabilities
- Current value
- ₹11,52,655
- Invested
- ₹10,63,750where cost basis is known
- Overall return
- +₹88,905
- Return on invested
- +8.4%
- Holdings
- 9
- Rows without cost basis
- 2of 9
- Herfindahl index (holdings)
- 0.17moderate
- Top holding weight
- 23.5%Demo Fixed Deposit 18M
- Largest position
- Demo Fixed Deposit 18M
- Top-3 weight
- 64.6%
- Equity share
- 39.0%Indian + US equity
- US exposure
- 10.9%foreign-denominated, source-converted to INR
- Heaviest sector
- 39.3%Demo Sector Delta
- Heaviest sector name
- Demo Sector Delta
- Sector concentration (HHI)
- 0.30concentrated
- Sectors held
- 4
- SIPs on file
- 32 active
- Active monthly SIP
- ₹17,500across active SIPs
If the model is unavailable, this panel says “AI overview unavailable” — every number on this page still renders. The dashboard never depends on the LLM.
Net-worth trend
Daily snapshots · nothing captured yet
History starts with tonight’s first snapshot. Nothing has been captured yet, so there is no line to draw. Today’s totals are real; the history behind them begins accruing from the first nightly capture.
Market cap mix
Equity holdings by cap band
Large · 83%Mid · 17%Small · 0%
Allocation by asset type
Share of current value
Allocation by sector
Whole portfolio, as the snapshot reports it
Holdings
Click a column to sort · “—” means the source did not report a cost basis
| Demo Fixed Deposit 18M | Fixed deposits | — | ₹2,40,000 | ₹2,50,000 | +₹10,000 | +4.2% |
| Demo Anvil Industries Ltd DEMOANVIL | Indian stocks | 300 | ₹1,95,000 | ₹2,22,780 | +₹27,780 | +14.3% |
| Demo Alpha Largecap Fund | Mutual funds | 2,450 | ₹1,80,000 | ₹2,14,498 | +₹34,498 | +19.2% |
| Demo Orbital Systems IncUS DEMOORB | US stocks | 14.5 | ₹96,000 | ₹1,07,590 | +₹11,590 | +12.1% |
| Demo Beacon Logistics Ltd DEMOBEACON | Indian stocks | 850 | ₹88,000 | ₹1,00,513 | +₹12,513 | +14.2% |
| Demo Savings Sweep | Savings | — | — | ₹86,500 | — | — |
| Demo Balanced Advantage Fund | Mutual funds | 1,500 | — | ₹63,450 | — | — |
| Demo US Wallet CashUS | US wallet cash | — | ₹18,250 | ₹18,250 | +₹0 | +0.0% |
| Demo Gamma Nano Fund | Mutual funds | 0 | ₹12,000 | ₹0 | −₹12,000 | −100.0% |
EPF appears in your snapshot (₹88,000) but the source returns no holding-level rows for it — the totals include it, the table can’t.
Synthetic data — every name, value and identifier above is invented.