Finmagine Portfolio Manager

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Multi-broker portfolio tracker with per-broker stop-loss, XIRR, Decision Journal, and multi-asset tracking for Indian investors Stop managing your portfolio in a spreadsheet. Finmagine Portfolio Manager tracks every lot, every broker, and every asset class in one place โ€” with per-broker stop-loss discipline built in from the start. ๐Ÿ“Œ Full feature guide & tutorials: https://finmagine.com/portfolio-manager.php ๐Ÿฆ MULTI-BROKER, MULTI-ASSET TRACKING Most portfolio apps show you a blended average. If you hold TITAN across Zerodha, Upstox, and Groww, you see one merged number โ€” useless for stop-loss decisions. Finmagine PM tracks every lot independently, per broker, so you see exactly which position is in trouble. 4 asset classes in one extension: โ€ข ๐Ÿ‡ฎ๐Ÿ‡ณ Indian Equities โ€” NSE/BSE stocks, per-broker columns, XIRR, PEG, N50/N500 index beat โ€ข ๐ŸŒ Global Equities โ€” US-listed stocks, USD + โ‚น INR columns, XIRR โ€ข ๐Ÿฆ Mutual Funds โ€” Indian MF schemes, NAV, Units, P&L%, XIRR, Index Beat โ€ข ๐ŸŒ Global Funds โ€” US ETFs and mutual funds (VOO, FBGRX etc.), USD + โ‚น columns ๐Ÿ“Š 8 TABS OF PORTFOLIO INTELLIGENCE โ€ข Holdings โ€” full portfolio with per-broker P&L%, XIRR, PEG, 3Y/5Y CAGR, signals, N50/N500 โ€ข Alloted โ€” every lot of this stock is โ‰ฅ +5% P&L (fully committed positions) โ€ข Consider โ€” positions below โ‚น3,00,000 invested (undersized, worth evaluating) โ€ข Add More โ€” any lot below +5% P&L (room to strengthen) โ€ข Watchlist โ€” 25-column fundamental comparison: P/E, P/B, ROCE, ROE, D/E, OPM%, EPS growth, pledging, promoter holding, Finmagine Score, Trader Signals and more. Large/Mid/Small cap filter chips. โ€ข Charts โ€” 13 chart types including the History โœฆ chart showing your portfolio's true value month by month vs a Nifty 50 DCA benchmark โ€ข Alerts โ€” stop-loss breach dashboard with Chrome push notifications โ€ข Journal โ€” Decision Journal with Pattern Analysis ๐Ÿง  DECISION JOURNAL Every trade you save gets a "Why did you buy this?" thesis โ€” auto-generated from signals and fundamentals, or entered manually with 7 category chips (Momentum, Quality, Dip, Target, Adding, Tip, Index). After 20+ trades, the Pattern Analysis table shows which types of decisions have actually worked for you: average P&L% and win rate per category. Honest feedback on your investment process, built from your own trades. โšก LIVE DATA โ€” AUTO-REFRESHED โ€ข Live prices, day change, and monthly price history โ€ข PEG, 3Y/5Y Price CAGR, Profit CAGR, and 18 fundamental metrics โ€” refreshed automatically โ€ข Momentum signals per stock: Stage 2, Near High, High Volume, VCP, IPO Breakout โ€ข Indian MF NAV โ€” real-time updates ๐Ÿ”” STOP-LOSS ALERTS Configure your stop-loss % in Settings. The extension badge shows breach count. Chrome push notifications fire when any position crosses your threshold โ€” even when the extension tab is not open. ๐Ÿ“ˆ XIRR & INDEX BEAT Every holding shows annualised XIRR. The N50 and N500 columns show what Nifty 50 / Nifty 500 returned since your purchase date โ€” the only honest benchmark for whether you're actually beating the market. ๐Ÿ”„ CORPORATE ACTIONS Stock split or bonus? One click updates all your lots across all brokers simultaneously โ€” quantity adjusted, cost per share adjusted, net cost recalculated. No manual row-by-row editing. โ˜๏ธ CLOUD SYNC Sync your portfolio to your Finmagine account. Access across devices. Pull trades from any browser with one click. ๐Ÿ”’ PRIVACY โ€ข All portfolio data stored locally in Chrome storage โ€ข Prices fetched directly from public APIs โ€” no proxy, no server sees your holdings โ€ข Cloud sync is opt-in and tied to your Finmagine account ๐Ÿ“Š PART OF THE FINMAGINE ECOSYSTEM โ€ข Chart Builder โ€” visualize 12 years of financials with 6-tab deep analysis: https://finmagine.com/chart-builder.php โ€ข AI Advisor โ€” generate institutional-grade AI analysis prompts from Screener.in: https://finmagine.com/ai-advisor.php โ€ข Trader โ€” NSE momentum scanner (Stage 2, VCP, Near 52W High): https://finmagine.com/finmagine-trader.php Full ecosystem: https://finmagine.com/portfolio-manager.php --- ๐Ÿ†• WHAT'S NEW v1.4.0 (March 2026) โ€ข Any broker accepted โ€” CSV import and the Add Trade form now accept any broker name (SBICaps, Axis, IIFL, Motilal, Kotak, and more). Previously only 9 brokers were recognised; trades from other brokers were incorrectly rejected. The broker field is now a free-text combo with suggestions โ€” type anything. v1.2.0 (March 2026) โ€ข Add to Watchlist from anywhere โ€” "โ˜… + Watch" button now appears in the Finmagine AI Advisor and Chart Builder panels on Screener.in and stockanalysis.com. "โ˜… PM" button on every row in Finmagine Trader scan results. One click adds the stock directly to your PM Watchlist โ€” no need to open PM separately. v1.1.0 (March 2026) โ€ข Decision Journal โ€” every trade gets a "Why did you buy this?" thesis. Auto-generated from signals and fundamentals (VCP โ†’ momentum, high ROCE + low PEG โ†’ quality compounder, adding to position โ†’ auto-noted). 7 category chips for manual classification. Pattern Analysis at top of Journal tab shows avg P&L% and win rate per category โ€” honest data on what decisions have actually worked. โ€ข Watchlist Journal โ€” pre-buy research notes on watchlist stocks. 4 intent categories: Breakout watch, Waiting for dip, Researching, Near buy zone. When a watched stock is later bought, the original note is preserved alongside the trade thesis. โ€ข History โœฆ chart โ€” true portfolio value month by month from your first trade, built from Yahoo Finance monthly closes. Overlaid with a Nifty 50 DCA benchmark using the same cash deployed at the same dates. โ€ข Corporate Action modal โ€” Stock Split and Bonus Share support. Enter ratio (e.g. 1:5 split or 1:1 bonus), review per-lot preview, apply to all lots across all brokers in one click. โ€ข Dark / Light theme toggle โ€” โ˜€/โ˜พ button in header. Applies to all tables, charts, modals, and drawers. Persisted across sessions. โ€ข Profit Growth CAGR columns โ€” PG3Y% and PG5Y% (compounded profit growth) alongside existing price CAGR columns. PEG denominator toggle in Settings: switch between Price CAGR (default) and Profit Growth CAGR. โ€ข Watchlist mcap filter chips โ€” All | ๐Ÿ› Large (โ‰ฅโ‚น20K Cr) | ๐Ÿข Mid (โ‚น5Kโ€“โ‚น20K Cr) | ๐Ÿช Small (

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