All Holdings
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Stock
Mutual Fund
Bond
ETF
Crypto
Options
| Symbol | Name | Broker | Type | Ccy | Country | Owner | Qty | Avg | LTP | Value | P&L | P&L% |
|---|
Owner Split—
Net Worth
1Y
All
🏆 Top Winners
📉 Top Losers
🔔 Alerts
Portfolio Growth (Yearly)
Country Allocation
Copy Trader Leaderboard
Broker Allocation
value · P&L%
Broker P&L %
Asset Mix
Bond Holdings
| Symbol / ISIN | Name | Broker | Owner | Principal | Coupon% | Annual Income | Monthly | Maturity | Call Date |
|---|
Mutual Fund Holdings
All
Selvam
Radhika
| Symbol / Code | Fund Name | Broker | Owner | Units | Avg NAV | Curr NAV | Value | P&L | P&L% |
|---|
👤 Selvam — Passive Income
👩 Radhika — Passive Income
Income by Asset Classannual · Bonds vs Dividends
Income by BrokerSelvam vs Radhika
🏦 Bond Coupon Income
📊 Dividend Income (per broker)
Copy Trader Portfolios
Watchlist
eToro watchlists loaded live. IBKR watchlist: upload a CSV/Excel with a Symbol column below.
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Upload Watchlist (IBKR / eToro Manual)
CSV or Excel with columns: Symbol (required), Name (optional). Replaces existing watchlist for the selected broker/owner.
Aionion Recommendations
Upload the monthly Aionion recommendation Excel. New months are appended; existing history is preserved.
★Upload the Aionion recommendations Excel to see stock picks here.
eToro Performance
Selvam — Monthly Gain %
Radhika — Monthly Gain %
Yearly Performance — eToro
IBKR Performance
Selvam — Monthly Gain % (IBKR account)
Radhika — Monthly Gain % (IBKR account)
Yearly Performance — IBKR
Broker P&L Overview
All Brokers — Current P&L %
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Aionion US Picks
Aionion US Picks — Portfolio Performance
IBKR (all direct) + eToro direct (matching picks only)
★Upload recommendations to see performance here.
Portfolio Growth
Annual Value Milestones
Monthly Returns Heatmap
Visit Performance tab first to load eToro monthly data
Performance by Segment
Copy Trader Leaderboard
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Asset Class Returns
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Broker Intelligence
Broker P&L Comparison
Geographic & Currency Exposure
Country Allocation (Top 10)
Currency Exposure
Portfolio Value Over Time
All
Selvam
Radhika
Value
P&L
Invested
Value+Inv
Snapshot Table
| Date | Portfolio Value | Invested | P&L | Return % | Change (day) |
|---|
Trade Ledger — All Brokers
| Symbol | Name | Broker | Type | Owner | Ccy | Qty | Avg Buy | LTP | Invested | Value | P&L | P&L% |
|---|
📂
Upload Holdings
Supports CSV, Excel (.xlsx, .xls), and PDF — drag-drop .xls files may need a browser click (use the upload box directly) for every broker. Files saved permanently to database — visible after every refresh.
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