PL Portfolio Advisor

⚠ Sector & market-cap data unavailable for 0 of 0 stocks. Yahoo's quoteSummary endpoint requires crumb auth that browser CORS proxies can't handle. Charts depending on sector/mcap (Allocation pie, Market Cap Breakdown, Active Sector Bets, Sector Bar) will show "Unknown" / "Unclassified". Fix: deploy /api/summary on your Vercel proxy — see console for handler code.

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Portfolio Health Scorecard

Performance vs Benchmark

Cumulative Performance vs Nifty 500

Drawdown Analysis

Stock-by-Stock Performance Summary

Sorted alphabetically. P&L % = (CMP − ATP) / ATP. Return column: CAGR for ≥1Y, holding-period return for sub-1Y, 3M period return if no date. Threshold vs Nifty: ±5pp.

Sector Allocation Breakdown

Risk-Return Profile

Risk Contribution by Stock

Correlation Analysis

Concentration Analysis

Forward Risk (63D Rolling)

Forward-looking risk based on the last 63 trading days of price history. Used for position sizing, hedging, and VaR limits. Sharpe and IR estimates from 63 observations carry wide confidence intervals (SE ≈ ±0.2 for Sharpe); treat as directional, not precise. Beta and correlation may differ materially from longer-term estimates.

Realized Risk (Since Entry)

Holdings Detail

Recommendation Summary

Action derived from AI thesis. Holdings with no thesis default to HOLD.

AI Portfolio Analysis

Generating…