Finmagine Portfolio Manager

About

Stop managing your portfolio in a spreadsheet. Finmagine Portfolio Manager tracks every lot, every broker, and every asset class in one place — with per-broker stop-loss discipline built in from the start.

📌 Full feature guide & tutorials: https://finmagine.com/portfolio-manager.php

🏦 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 — 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:
• 🇮🇳 Indian Equities — NSE/BSE stocks, per-broker columns, XIRR, PEG, N50/N500 index beat
• 🌏 Global Equities — US-listed stocks, USD + ₹ INR columns, XIRR
• 🏦 Mutual Funds — Indian MF schemes, NAV, Units, P&L%, XIRR, Index Beat
• 🌐 Global Funds — US ETFs and mutual funds (VOO, FBGRX etc.), USD + ₹ columns

📊 8 TABS OF PORTFOLIO INTELLIGENCE
• Holdings — full portfolio with per-broker P&L%, XIRR, PEG, 3Y/5Y CAGR, signals, N50/N500
• Alloted — every lot of this stock is ≥ +5% P&L (fully committed positions)
• Consider — positions below ₹3,00,000 invested (undersized, worth evaluating)
• Add More — any lot below +5% P&L (room to strengthen)
• Watchlist — 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.
• Charts — 13 chart types including the History ✦ chart showing your portfolio's true value month by month vs a Nifty 50 DCA benchmark
• Alerts — stop-loss breach dashboard with Chrome push notifications
• Journal — Decision Journal with Pattern Analysis

🧠 DECISION JOURNAL
Every trade you save gets a "Why did you buy this?" thesis — 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.

⚡ LIVE DATA — AUTO-REFRESHED
• Live prices, day change, and monthly price history
• PEG, 3Y/5Y Price CAGR, Profit CAGR, and 18 fundamental metrics — refreshed automatically
• Momentum signals per stock: Stage 2, Near High, High Volume, VCP, IPO Breakout
• Indian MF NAV — real-time updates

🔔 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 — even when the extension tab is not open.

📈 XIRR & INDEX BEAT
Every holding shows annualised XIRR. The N50 and N500 columns show what Nifty 50 / Nifty 500 returned since your purchase date — the only honest benchmark for whether you're actually beating the market.

🔄 CORPORATE ACTIONS
Stock split or bonus? One click updates all your lots across all brokers simultaneously — quantity adjusted, cost per share adjusted, net cost recalculated. No manual row-by-row editing.

☁️ CLOUD SYNC
Sync your portfolio to your Finmagine account. Access across devices. Pull trades from any browser with one click.

🔒 PRIVACY
• All portfolio data stored locally in Chrome storage
• Prices fetched directly from public APIs — no proxy, no server sees your holdings
• Cloud sync is opt-in and tied to your Finmagine account

📊 PART OF THE FINMAGINE ECOSYSTEM
• Chart Builder — visualize 12 years of financials with 6-tab deep analysis: https://finmagine.com/chart-builder.php
• AI Advisor — generate institutional-grade AI analysis prompts from Screener.in: https://finmagine.com/ai-advisor.php
• Trader — NSE momentum scanner (Stage 2, VCP, Near 52W High): https://finmagine.com/finmagine-trader.php
Full ecosystem: https://finmagine.com/portfolio-manager.php

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🆕 WHAT'S NEW

v1.4.0 (March 2026)
• Any broker accepted — 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 — type anything.

v1.2.0 (March 2026)
• Add to Watchlist from anywhere — "★ + Watch" button now appears in the Finmagine AI Advisor and Chart Builder panels on Screener.in and stockanalysis.com. "★ PM" button on every row in Finmagine Trader scan results. One click adds the stock directly to your PM Watchlist — no need to open PM separately.

v1.1.0 (March 2026)
• Decision Journal — every trade gets a "Why did you buy this?" thesis. Auto-generated from signals and fundamentals (VCP → momentum, high ROCE + low PEG → quality compounder, adding to position → auto-noted). 7 category chips for manual classification. Pattern Analysis at top of Journal tab shows avg P&L% and win rate per category — honest data on what decisions have actually worked.
• Watchlist Journal — 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.
• History ✦ chart — 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.
• Corporate Action modal — 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.
• Dark / Light theme toggle — ☀/☾ button in header. Applies to all tables, charts, modals, and drawers. Persisted across sessions.
• Profit Growth CAGR columns — 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.
• Watchlist mcap filter chips — All | 🏛 Large (≥₹20K Cr) | 🏢 Mid (₹5K–₹20K Cr) | 🏪 Small (<₹5K Cr).
• Add Qty for all asset classes — fractional quantities for Global Equities, Global Funds, and Mutual Funds. Invest bar now visible across all asset classes.
• Stop-loss Chrome notifications — push notification when any position crosses your stop-loss threshold, even with the extension tab closed.
• Export — Watchlist as CSV, full portfolio P&L as PDF.
• Cloud sync now includes watchlist entries.

v1.0.1 (March 2026)
• Initial release — Indian Equities tracking with per-broker columns, XIRR, PEG, signals, N50/N500 index beat, Watchlist, Charts, and Alerts.