Assets under management
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Today's P&L
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Active alerts
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Portfolios at risk
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Drift, concentration or F&O exposure breach
Client Portfolios
Click a row to drill into allocation, drift, and holdings — one policy engine across both markets
| Portfolio | Value | Today | Drift | Concentration | Alerts |
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Alerts
Total tracked
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Bullish
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Bearish
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High impact
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Watchlist
My Firm
Share one client roster + one billing plan across your team.
Clients
Data records only — portfolios are assigned to a client via client_id.
| Name | Risk | Horizon | Channel | Cadence | Portfolios |
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Watchlist
| Symbol | Name | Last | Change | Mkt Cap | P/E | Sector |
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