Every holding read on the factors that show up in price — trend, relative strength, momentum, distance from its own averages — and how the portfolio behaves as a whole. A technical view of the portfolio, not a valuation and not a recommendation.
This is a measurement, not advice. The same fixed checks run over every holding: where each stock sits against its own trend lines, how it is moving relative to the the NIFTY 50, and how the whole portfolio behaves against that index over the past few years.
Green marks a figure that is positive or above its reference point; red marks one that is below. Each holding is a card you can open — with a one-line plain-English read inside. Every technical term is spelled out in the glossary at the foot of the page, and the free assistant (the button in the corner) can explain any figure you ask about. What any of it means for your portfolio is your call.
They use the current Nifty 500 members run back through history, so they carry a mild survivorship bias — a rough backdrop, not an exact breadth series.
57.7% is above the shorter 50-day average. Of the 100% of the portfolio that could be matched to a listed symbol and priced.
Across the Nifty 500 on the same date, 60.5% of stocks are above their 200-day average and 49.4% above their 50-day.
Weighted by position size, the portfolio carries the concentration of ~2.8 equal positions. The five largest are 100.0% of the total.
0 holdings show firm 20-day relative strength; 3 show weak.
Weak:
Deep drawdown:
Across the Nifty 500, 15.6% of stocks are within 3% of an all-time high.
63+ trading sessions on the current side of the line.
The 200-day line is the longer-term trend.
Falling:
The 20-day line is the near-term trend.
Falling:
On the days a holding was above its 200-day average, 14.4% closed up and the average day was -3.7% annualised. On the days it was below, 43.1% closed up and the average day was +1.6%. Full split in the section above.
Frequent opening gaps or sessions locked at a price band. For those names the trend and above/below-200-DMA figures rest on a handful of large single-day moves and are less reliable.
New low:
Positive 20-day relative strength, price at or above the 200-day average, not extended above average, and 15% or less of the portfolio.
How the current holdings at today’s weights would have moved over that window — not what the account actually went through, because the weights were not the same the whole time.
| Portfolio | the NIFTY 50 | |
|---|---|---|
| Annualised return, over the window | -3.0% | 8.2% |
| Annualised volatility — size of the day-to-day swings | 17.8% | 13.3% |
| Deepest drawdown — largest peak-to-trough fall | -36.8% | -15.2% |
Covering 100.0% of the portfolio by weight, each group is summarised on its own. Batting average = the share of days that closed up. Average day = the typical daily move scaled to a yearly figure (added together, not compounded, so one hot streak can’t skew it). Win / loss = average up-day size vs average down-day size. This is a description of what happened in each state, not a strategy. For a thinly-traded or erratically-priced holding, the below-average figures can rest on a handful of big days and overstate the picture.
| Batting avg | Average day | Avg up day | Avg down day | Win / loss | Days | |
|---|---|---|---|---|---|---|
| Held throughout | 47.1% | -1.5% | 0.88% | -0.80% | 1.11 | 736 |
| Held only while above the 200-DMA | 14.4% | -3.7% | 0.83% | -0.97% | 0.86 | 736 |
| Held only while below the 200-DMA | 43.1% | 1.6% | 0.92% | -0.84% | 1.09 | 736 |
A holding is counted as aligned on a criterion when it meets that defined test. It is a yardstick to measure against — not a ranking, a rating, or a judgement of the holdings.
3 holdings, largest first. Tap a card to open its full technical detail.
Tap to narrow the list. Combine several — a holding must match every one you pick.
Trading below its 200-day average, which is falling; lagging the index over three months.
Trading below its 200-day average, which is falling; lagging the index over three months; about 33% below its one-year high. Prices erratically — frequent gaps or circuit days, so the trend reads are shakier here.
Trading below its 200-day average, which is falling; moving roughly with the index over three months; about 28% below its one-year high.
This is a technical measurement of your holdings against a fixed, published framework (see FRAMEWORK.md). It is not investment advice and contains no recommendations. Any decision about the portfolio is the user's own.
Generated 01 Sep 2026 10:53 UTC. Every label and number is defined in the framework document. Price data via public market sources; figures are for the stated market date and may lag live prices.
Answers are generated and can be imperfect. Nothing here is investment advice.