Market Watch

Monitor top 2,000 listed NSE and BSE companies and their recent returns.

NIFTY 50 Loading...

SENSEX Loading...

Highs Today 0

Lows Today 0

Upper Circuits 0

Lower Circuits 0

Ticker	Name	LTP	1D %	7D %	1M %	52W %	Details	Action
Loading stock performance database...

Top Sector (1D)

—

+0.00%

Top Sector (1M)

—

+0.00%

Lagging Sector (1D)

—

-0.00%

Sector Breadth

—

Tracked Sectors

Sector Name	Stocks	Market Cap (k Cr)	1D %	7D %	1M %	3M %	1Y %	Market Breadth (1D)	Key Contributor	Action
Analyzing sectoral performances...

Sector Name

0 Stocks ₹0 k Cr

1D Return: 0.00%

7D Return: 0.00%

1M Return: 0.00%

3M Return: 0.00%

1Y Return: 0.00%

HeatMap Metric: Tile Size:

Performance:

Heatmap

Ticker	Company Name	Market Cap (k Cr)	Weight in Sector	LTP (₹)	1D %	7D %	1M %	3M %	1Y %	1D vs Sector (α)	1M vs Sector (α)	Actions

Technical

200 Day SMA Bullish Crossover

Stocks crossing above their 200-day Simple Moving Average on strong momentum.

Layering custom filters on top of: 200 Day SMA Bullish Crossover

Fundamental Criteria

Moving Averages

RSI & Bollinger Bands

52W Range & Volume

Multi-Timeframe Returns

Ticker / Company	LTP	Return	Market Cap	Volume & Spike	RSI (14)	ADX	200 SMA Dist	Bollinger Bands	52-Week Range	Action
Initializing stock screener engine...

Combined Portfolio Value

₹0.00

Total Invested Value

₹0.00

Overall Net Return

₹0.00 (0.00%)

1-Day Return

₹0.00 (0.00%)

Account Breakdown

Prices: — · Patterns: — · Last sync: —

Select an account to view holdings.

Portfolio Composition & Allocation

CURRENT VALUE

₹0.00

TOTAL INVESTED

₹0.00

NET P&L

₹0.00 (0.00%)

TOTAL HOLDINGS

0 items

Asset Class Distribution 5 Buckets

Asset Breakdown & Sub-Portfolio Analysis

Click any row to expand individual holdings

	Asset Class	Count	Invested (₹)	Current Value (₹)	P&L (₹)	Return (%)	Allocation (%)

MF Analysis

Portfolio & Overlap Engine

Portfolio asset & sector allocation, DuckDB NAV trailing returns, and equity overlap analysis.

Group as Cash

Select Saved Mutual Fund Portfolio

Upload AMFI / CAMS / KFintech CAS Statement(s)

Drag & drop one or multiple statement PDFs from different fund houses, or browse your files.

Manual Portfolio Entry

Search Mutual Fund

Invested Amount (₹)

Current Value (₹, optional)

Scheme Name	Invested (₹)	Current Value (₹)	Est. Weight (%)	Action
No funds added yet. Search and add mutual funds above.

Total Portfolio Value

₹0.00

Total Invested Amount

₹0.00

Total Gain / Loss

₹0.00 (0.00%)

Funds Breakdown

0 Funds

0 Equity | 0 Debt/Cash

Asset Class Allocation Portfolio

Run portfolio analysis to view asset allocation.

Equity Market Cap Allocation Look-Through

Run portfolio analysis to view market cap breakdown.

Top Sector Allocations Underlying Stocks

Run portfolio analysis to view sector breakdown.

Portfolio Mutual Funds & Performance

Calculated trailing returns (7D, 1M, 3M, 6M, 1Y, 3Y) sourced directly from DuckDB NAV history.

Asset Class:

Holding Status:

Fund Name	Asset Class	Invested	Current Value	Profit/Loss	%PnL	Weight (%)	7D	1M	3M	6M	1Y	3Y CAGR	Holdings Status
Select an existing portfolio, upload CAS, or add funds manually to view performance.

Equity Mutual Fund Overlap Analysis

Calculates the percentage of overlapping stock holdings across equity funds: Overlap(A, B) = ∑ min(W_A,s, W_B,s). Debt & cash-equivalent funds are excluded.

Min Overlap Criteria:

<15% Distinct 15-30% Moderate >30% High Duplication

Mutual Fund Explorer & Portfolio Overlap Simulator

Analyze any new mutual fund: view complete stock holdings, DuckDB historical returns, peer quartile comparisons, and simulate how it overlaps with your selected portfolio.

Portfolio Overlap Simulation

Analyzing overlap with currently loaded portfolio...

Total Portfolio Overlap

0.0%

1-Year NAV Performance Trend

Similar Funds in Same Category

Fund	1M	6M	1Y	3Y CAGR

Complete Underlying Stock Holdings

Stock Name	Symbol	ISIN	Sector	Market Cap	Weight (%)

Main Portfolios

Main portfolios represent individuals or consolidated entities (e.g., Ravikiran, Thejaswi).

Create New Portfolio

Sub Accounts Setup

Link brokerage connections, mutual fund statements, or Excel files to a main portfolio.

Connected Zerodha Accounts

Connect New Zerodha Account

Link to Main Portfolio

Client ID / Account ID

Display Name

API Key

API Secret

Access Token (Optional)

Hello! I am your JaRis Financial Assistant. I can search your stock price database, quarterly financials, and indicators using natural language.

Try asking me questions like:

Database Sync Controls

Calculate indicators, financials, and stocks metadata from Zerodha and Yahoo Finance.

Full Sync

Clears database and downloads full 30-year daily pricing and technical indicators for the top 3,000 companies. Highly intensive.

Incremental Sync (Daily)

Checks the latest date in the database and downloads missing daily price bars. Run this daily after the market closes.

Patterns Sync

Extracts and caches candlestick patterns for the top 500 stocks and your watchlists. Fast incremental calculations.

Fundamentals Update

Downloads and updates quarterly revenue, net income, margins, and debts for the top 500 stocks.

10+ YEARS

Screener.in Multi-Year Sync

Extracts 10+ quarters P&L, 10-year balance sheets, cash flows, shareholding patterns, and 3Y/5Y CAGRs.

Indicators Recalculation

Re-evaluates SMA, RSI, MACD, candlestick patterns, and support/resistance lines for existing pricing records.

LIVE REPORT

Sync Diagnostics

View real-time coverage report of what is synced, delayed, missing, or skipped across all stocks and tables.

Open Diagnostics Dashboard ↗

System Logging & Status

Ready to synchronize. Click a control on the left to start.

Idle 0.0%

Today's Scanning & Filters

Checking sync status...

Latest Identified Patterns

Loading patterns...

—

Fetching latest patterns...

Candlestick Analysis & Filters

—

Identified Patterns

Search for a ticker to begin

Date	Pattern	Signal	Trend	Confidence
Enter a ticker symbol above and click Analyse

Page 1

Price Chart

Hide Names (Arrows Only)

Chart will appear here after analysis

Chart Scanning & Filters

Checking sync status...

Latest Identified Chart Patterns

Loading patterns...

—

Fetching latest patterns...

Chart Pattern Details & Filters

—

Identified Geometric Patterns

Search for a ticker to begin

Date	Pattern	Class	Confidence
Enter a ticker symbol above and click Analyse

Page 1

Price Chart & Risk Targets

Chart will appear here after analysis

Load Symbol

Watchlist

Select a watchlist…

—

Total Notes 0 All logged observations

Chart Anchored 0 Pinned to candle dates

General Notes 0 Macro & session reflections

Trade Setups 0 Promoted to Trade Journal

Tags:

Logged Ideas 0 0 waiting for trigger

Execution Rate 0% 0 executed / 0 paper

Executed Win Rate 0% Planned Idea Win: 0%

Avg Planned R:R 1 : 0.0 Reward-to-Risk ratio

Discipline Score 100% Strict SL adherence

Hesitation Alpha ₹0.00 Profit on skipped setups

Waiting for Trigger

No ideas waiting for event

Active Live Trades

No active live positions

Paper / Tracking Only

No shadow ideas logged

Target Hit / Profitable

No winning trades yet

Stopped / Invalidated

No stopped trades

Date	Symbol	Direction	Horizon	Execution	Plan (Entry / SL / T1)	Planned R:R	Live LTP	Dynamic P&L	R-Multiple	Thesis Status	Psychology	Actions
No trade ideas logged yet. Click + Log Trade Idea to start tracking your setups!

1. Upcoming IPO Calendar (Next 2 Months)

0 Issues

2. Recently Listed IPOs

Listed: 0

Top Performer: —

Symbol	Company Name	Listing Date	Issue Price	Listing Price	Current Price (CMP)	Listing Gain %	Return from Issue
Loading recently listed IPOs...

Current Amount

Total Marked-to-Market Value

Cumulative P/L

Total Net Profit / Return

Initial Capital

Rs. 3,00,000

30 Stocks × Rs. 10,000

Sold & Re-invested

Proceeds Reused For New Buys

Additional Amount Added

Fresh Cash Added For 10k Floor

Strategy CAGR

--%

Annualized Growth

Sharpe Ratio

5% Risk-Free Rate

Sortino Ratio

Downside Adjusted

Max Drawdown

--%

-- Days Duration

Monthly Turnover

--%

--M Avg Holding

Market Regime Analysis

Current: Bull Market

Bull Phase (NIFTY 50 ≥ 200 SMA) (-- days / --%)

Strategy CAGR: --%

NIFTY 50 CAGR: --%

Alpha: --%

Sharpe: --

Max Drawdown: --%

Bear Phase (NIFTY 50 < 200 SMA) (-- days / --%)

Strategy CAGR: --%

NIFTY 50 CAGR: --%

Protection Alpha: --%

Sharpe: --

Max Drawdown: --%

Equity Curve vs Benchmark chart

Date: --

Portfolio Value: --

Strategy Return: --

Nifty 50: --

Nifty 200 SMA: --

Nifty 100: --

Nifty 500: --

Regime: --

Monthly Performance Comparison (Strategy vs Benchmarks)

Month	Strategy			NIFTY 50			NIFTY 100			NIFTY 500
Month	Portfolio Value	Month %	Cum Return %	Index Value	Month %	Cum Return %	Index Value	Month %	Cum Return %	Index Value	Month %	Cum Return %

Monthly Portfolio History

Loading portfolio history...

Executed Trade Log 0 Trades

Chronological trade execution history with entry/exit prices, realized profit/loss, holding duration, and trigger reasons.

Closed Trades: --

Win Rate: --%

Avg Gain / Win: --%

Avg Loss / Loss: --%

Total Realized PnL: --

Date	Symbol / Name	Action	Shares	Price	Entry Price	Entry Date	Hold (Days)	Realized PnL (Rs.)	PnL (%)	Reason
Run a backtest to view trade logs.

Showing 0-0 of 0 trades

Active Portfolio:

VCP

Portfolio Value

Rs. 0

Total Cash + Active Positions

Available Cash

Rs. 0

Liquid Capital for Deployments

Cumulative Return

Performance Since Inception

Open Positions

0 Stocks Active

Active Stop-Losses Enforced

Active Strategy Positions

Symbol	Shares	Entry Price	Invested Value	Current Price	Current Value	PnL (Rs.)	PnL (%)	Stop Loss	Target	Action
Loading positions...

Recent Order Book & Executions

Timestamp	Side	Symbol	Shares	Fill Price	Signal Reason	Status
Loading orders...

System Logs & Execution Monitor

Real-time sync progress, error alerts, and technical analysis output.

Level:

[System] Log console initialized. Awaiting logs...

Metric	Mathematical Definition	Benchmark Interpretation
Total Return	$$\frac{\text{Ending Portfolio Value} - \text{Initial Capital}}{\text{Initial Capital}} \times 100$$	Cumulative growth across the entire backtest window compared against NIFTY 50 / 500.
CAGR	$$\left(\frac{\text{Ending Value}}{\text{Starting Value}}\right)^{\frac{1}{\text{Years}}} - 1$$	Compound Annual Growth Rate. Evaluates annualized geometric rate of return. A healthy quant strategy targets ≥ 22–28% in Indian equities.
Max Drawdown (MDD)	$$\min_t \left( \frac{\text{NAV}_t - \max_{\tau \le t} \text{NAV}_\tau}{\max_{\tau \le t} \text{NAV}_\tau} \right)$$	Peak-to-trough drop in portfolio value. Indicates worst-case historical risk and drawdown recovery pain.
Sharpe Ratio	$$\frac{\text{CAGR} - R_f}{\sigma_{\text{daily}} \times \sqrt{252}}$$ (with $R_f = 6\%$)	Risk-adjusted return per unit of total annualized volatility. Values > 1.2 are solid; > 1.8 indicate outstanding risk-adjusted performance.
Sortino Ratio	$$\frac{\text{CAGR} - R_f}{\sigma_{\text{downside}} \times \sqrt{252}}$$	Penalizes only harmful downside variance. Favorable for momentum strategies that exhibit high upside volatility.
Win Rate %	$$\frac{\text{Profitable Closed Positions}}{\text{Total Closed Positions}} \times 100$$	Percentage of trades closed with net profit. Trend following strategies typically have 40–55% win rate but high profit-to-loss asymmetry.
Profit Factor	$$\frac{\sum \text{Gross Realized Profits}}{\sum \|\text{Gross Realized Losses}\|}$$	Ratio of absolute profit to absolute loss. Values > 1.75 demonstrate high edge and sound risk management.
Portfolio Turnover	$$\frac{\sum \text{Transaction Value}}{2 \times \text{Average Portfolio NAV}} \text{ per year}$$	Annual turnover rate. Hysteresis buffering keeps turnover low (~80–120%/yr) compared to unbuffered ranking (>300%/yr).

Parameter	Type	Default	Description & Tuning Guidance
`target_stocks`	int	30	Target number of portfolio positions. Lower values (15–20) increase concentration; higher (30–40) smooths variance.
`buffer_rank`	int	60	Hysteresis retention rank cutoff. Typically 2x target stocks. Lowering to 40 increases turnover; raising to 80 reduces churn.
`universe_limit`	int	1000	Top N stocks by market cap eligible for ranking.

Parameter	Type	Default	Description
`target_stocks`	int	30	Portfolio stock target size.
`buffer_rank`	int	60	Monthly buffer retention rank.
`stop_loss_sma200`	bool	True	Enables 2-consecutive-day close < 200 SMA liquidation.

Parameter	Type	Default	Description
`risk_free_rate`	float	0.06	Risk-free benchmark rate hurdle (6.0% p.a.).
`ranking_method`	str	"israelsen"	Selects Israelsen piecewise formulation over standard Sharpe.
`cash_defense_hurdle`	str	"rf"	Forces cash allocation if universe returns fall below risk-free benchmark.

Parameter	Type	Default	Description
`stop_loss_pct`	float	5.0	Hard stop-loss beneath entry price (%).
`partial_profit_pct`	float	15.0	Profit target to lock in 50% profit and ratchet stop to breakeven (%).
`trail_ema`	int	20	Exponential moving average period used for trailing support.
`volume_surge_mult`	float	1.5	Minimum volume expansion factor relative to 50-day average.

Parameter	Type	Default	Description
`prior_thrust_pct`	float	30.0	Minimum required 63-day preceding momentum thrust (%).
`stop_loss_pct`	float	3.5	Tight stop-loss percentage beneath entry pivot.
`partial_profit_pct`	float	18.0	Target to sell 1/3 position into strength (%).
`trail_ema`	int	10	Fast moving average used for trailing exits (10 EMA).

Parameter	Type	Default	Description
`stop_loss_pct`	float	7.0	Stop-loss buffer beneath breakout entry (%).
`trail_sma`	int	150	Stage 2 trend benchmark (150 days = 30 weeks).
`volume_surge_mult`	float	1.8	Minimum breakout volume multiplier relative to 50-day average.

Parameter	Type	Default	Description
`adx_min`	float	25.0	Minimum 14-day ADX trend strength filter.
`rsi_entry`	float	15.0	Oversold 2-day RSI entry threshold.
`rsi_exit`	float	70.0	Overbought 2-day RSI profit-taking exit threshold.
`stop_loss_pct`	float	4.5	Hard stop-loss percentage beneath entry.

Parameter	Type	Default	Description
`min_return_63d`	float	10.0	Minimum 3-month (63-day) momentum return (%).
`stop_loss_pct`	float	5.0	Initial stop-loss percentage beneath entry.
`brick_trail_pct`	float	4.0	Dynamic 2-brick trailing distance from highest peak (%).

Parameter	Type	Default	Description
`volume_mult`	float	1.2	Minimum volume surge multiplier relative to 20-day average.
`stop_loss_pct`	float	5.5	Initial stop-loss percentage.
`waist_trail_pct`	float	5.0	Dynamic waist trailing percentage below peak.

Parameter	Type	Default	Description
`min_momentum_score`	float	0.05	Minimum 63-day momentum hurdle threshold (5.0%).
`stop_loss_pct`	float	10.0	Catastrophic stop-loss floor (%).
`fast_cut_trail_pct`	float	12.0	Fast-cut trailing ceiling from peak price (%).
`target_stocks`	int	20	Maximum concurrent portfolio positions.

Action / Transaction	--
Stock Symbol	--
Quantity	--
Execution Price	--
Estimated Total Cost	Rs. --
Product / Type	CNC (Delivery) / MARKET
Automated GTT Stop Loss	--

Sector Name

Historical Sector Performance vs Nifty 50 Benchmark

Heatmap

200 Day SMA Bullish Crossover

Fundamental Screeners

Technical Screeners

Custom Screeners

₹0.00

₹0.00

₹0.00 (0.00%)

₹0.00 (0.00%)

Account Breakdown

Transaction History

Portfolio Composition & Allocation

₹0.00

₹0.00

₹0.00 (0.00%)

0 items

Asset Breakdown & Sub-Portfolio Analysis

MF Analysis

Upload AMFI / CAMS / KFintech CAS Statement(s)

Manual Portfolio Entry

Incomplete Statement Details Detected

₹0.00

₹0.00

₹0.00 (0.00%)

0 Funds

Asset Class Allocation Portfolio

Equity Market Cap Allocation Look-Through

Top Sector Allocations Underlying Stocks

Portfolio Mutual Funds & Performance

Equity Mutual Fund Overlap Analysis

Pairwise Overlap Drilldown

Mutual Fund Explorer & Portfolio Overlap Simulator

Portfolio Overlap Simulation

1-Year NAV Performance Trend

Similar Funds in Same Category

Complete Underlying Stock Holdings

Customize Table Columns

MF Analysis: Guide & Interpretation

1. What is Overlap Analysis?

2. How is Overlap Calculated?

3. Interpreting Overlap Scores

4. Why Debt & Cash Funds are Excluded from Overlap

5. Market Cap & Sector Look-Through

6. Return Calculations

Main Portfolios

Create New Portfolio

Sub Accounts Setup

Connected Zerodha Accounts

Connect New Zerodha Account

Imported Mutual Funds

Import CAMS/Karvy CAS PDF

Imported Other Accounts

Import Excel/CSV Holdings

Created Manual Portfolios

Create Custom Portfolio

Database Sync Controls

Full Sync

Incremental Sync (Daily)

Patterns Sync

Fundamentals Update

Screener.in Multi-Year Sync

Indicators Recalculation

Sync Diagnostics

System Logging & Status

Latest Identified Patterns

Identified Patterns

Price Chart

Latest Identified Chart Patterns

Identified Geometric Patterns

Price Chart & Risk Targets

Notes for —

Month Year

Waiting for Trigger

Active Live Trades

Paper / Tracking Only

Target Hit / Profitable

Stopped / Invalidated

Mainboard IPO Tracker