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Holdings
CompanyActionDay's ChangeBuy PriceLast PriceLoss / Gain
Buy
{{ value.price | number:2 }}
{{ value.quantity }} Nos
{{ value.port_gain_loss[0] | number:2 }}
{{ value.port_gain_loss[1] | number:2 }} %
Add stocks to your portfolio
Portfolio Report

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Portfolio Net worth {{tab.title}}!
Amount InvestedOpening Cash ( )
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Current Value ( )
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ReturnsTotal Returns ( )
{{report_data_in[tab.value]['returns'][0]|number:2}}
ReturnsTotal Returns ( % )
{{report_data_in[tab.value]['returns'][1]|number:2}}
Portfolio Health
  • Your portfolio is Under-diversified, meaning you have less number of stocks than optimal, spread out your investment for better returns.
    See top stocks to diversify investments.
    Company NameFundamentalLast PricePotentialIndustry
    DUMMY
    DUMMY COMPANY
    {{eachrow['eb_score'][1]}}
    {{eachrow['eb_score'][0]}}
    0.00
    12:00 AM
    {{eachrow['pro_valuation_average']['result']}}{{eachrow['industry_name'] |limitTocustom:20}}
    Your portfolio health is {{portfolio_health}} as measured by EquityBoss grading system.

  • 0.00% of your portfolio has fundamentally Excellent stocks and are likely to outperform over long term.

    0.00% of your portfolio has fundamentally Good stocks.

    {{ allpoortperc | number:2 }}% of your portfolio has fundamentally Poor stocks and are likely to underperform over long term.

  • Stocks to avoid in your portfolio are {{ eachno['company_name'][0] | limitTocustom:15 }}, See potential swaps
    Company NameFundamentalLast PricePotentialIndustry
    DUMMY
    DUMMY COMPANY
    {{eachrow['eb_score'][1]}}
    {{eachrow['eb_score'][0]}}
    0.00
    12:00 AM
    {{eachrow['pro_valuation_average']['result']}}{{eachrow['industry_name'] |limitTocustom:20}}
Diversification by stock Potential
PotentialCount
Strong Downside{{ potentialStocksCount.strongDownside }}
Downside{{ potentialStocksCount.downside }}
Diversification by sharia compliance
Sharia Statusweightage(%)
CompliantNon CompliantNot Rated{{data.value | number:2}}%
{{sharia_group['No'].length}} Non-Compliant stocks No Non-Compliant stocks
{{eachno['company_name'][0]|limitTocustom:30}}
{{eachno['company_name'][1]|limitTocustom:15}}
+

Compliant
Non Compliant
Diversification by industry and marketcap
Optimal diversification criteria
Optimal Number of stocks 20-40
Single Industry less than 20% of total value
Single stock less than 10% of total value
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