Portfolio Tracker

Built to track your portfolio
and journal all your trades.

A 360° view of your capital, every open position tracked live, and a lifetime journal of every trade you've ever closed — the way professional traders actually manage a book.

NiveshAstra Portfolio Tracker 360 overview dashboard
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Track your book like a professional

Most traders track profits. Almost none track the book.

Amateurs obsess over the next profitable trade. Professionals manage the whole Book — Capital Allocation, Open Risk, Performance Metrics, and a disciplined record of every decision. NiveshAstra brings your 360° Overview, Positions Manager and a lifetime Trade Journal into one dashboard, so you manage your portfolio and trading with a professional's discipline.

3
views, one book
A 360° overview, live positions and a lifetime journal — three lenses on the same portfolio.
8
metrics, auto-tracked
Profit factor, win rate, expectancy, average win & loss and more — from every closed trade.
∞
trade archive
Every closed trade journaled and stored for life — your library of what worked and what didn't.
360° Overview

Your entire book, at a glance.

Amount invested, notional and realised P&L, cash and margin, and open risk — the numbers that actually matter, on one screen the moment you log in.

The numbers that matter, the moment you log in.

✓
Five headline KPIs — amount invested, notional P&L, realised P&L, cash & margin, and open risk (max loss).
✓
Capital allocation — exactly how your book is split across every position.
✓
Performance metrics — profit factor, win rate, expectancy, average win/loss, best and worst trade.
✓
Recent activity — every buy, sell, add and exit, timestamped.
NiveshAstra 360 overview performance metrics
NiveshAstra equity curve vs Nifty 500 and drawdown

Your equity curve against the Nifty 500 — with alpha generated, portfolio value, and drawdown from peak.

Portfolio

Every open position, alive
on one screen.

A modern card for each active trade — chart, thesis, entry, average and live P&L — so you always know exactly where you stand in every position.

NiveshAstra portfolio trade cards view

One card per open position — mini-chart, setup thesis, entry, average, CMP and live P&L.

A card that tracks your every move in the trade.

✓
Long / Reduced / Pyramided tags — the state of every position at a glance.
✓
Entry, average & CMP with live P&L and R-multiple.
✓
Your setup thesis pinned to each trade — the reason you're in it.
✓
Annotated chart — entry, pyramids, partial exits and final exit, marked on the price action.
NiveshAstra annotated position card

Every card carries a live mini-chart with your entry, pyramids and exits marked.

NiveshAstra expanded trade card with trade log
Trade Journal

Every closed trade, archived
for life.

When you close a trade it doesn't disappear — it's saved to a permanent journal. Your best, worst and in-between trades, ready to study whenever you want to sharpen your edge.

NiveshAstra trade journal with annotated trade journey

The full trade journey — initial entry, pyramids, partial exits and final exit — replayed on an annotated chart.

Your archive of hard-won lessons.

✓
A lifetime archive — every closed trade stored for good, ready to revisit anytime.
✓
The complete trade journey — every action, price and quantity, with realised P&L per leg.
✓
Annotated replay — expand the chart to see exactly where you entered, added and exited.
✓
Download as PDF — bookmark your standout trades to a physical file for offline study.
NiveshAstra trade journal PDF export

Manage your account like
a professional Portfolio Manager

A 360° overview, live positions, and a journal of every trade you've ever taken — in one dashboard, built for how serious traders actually work.

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