Click any holding and you land on its own page: every action for that stock or fund, and every number that describes it, in one place.
The metrics strip
Under the name sits a strip of seven figures. Together they tell you what you hold and how it's doing.
Holding detail
RELIANCE
The header actions, the live Current Price, and the seven-figure metrics strip.
- Qty and Avg Cost: how many units, and what they averaged.
- Invested and Current: what you put in, and what it's worth now.
- Unrealized: the paper gain on what you still hold, with a percent.
- Total P&L and XIRR: overall gain, and your annualised rate.
The actions
The buttons top-right are everything you can do to this holding: Buy, Sell, Dividend, Split and Bonus. The circular icon is Refresh latest price, which pulls the newest price on demand.
The sections below
Further down are a Wealth journey chart, your Profit & Loss breakdown, the Transactions table, and Tax Lots: the individual purchase lots FIFO will draw from when you sell.
Note: If a row is tagged Intraday, that was a same-day buy-and-sell. It's treated as speculative business income, not capital gains, so it sits apart from your delivery holdings.