2.1. The Dashboard
Open Dashboard → Current Positions. This is the screen most members return to first. It has one row for each position you hold today, from every broker you have loaded.
Figure 2-1 shows the screen for our example: 24 positions.
Dashboard
Current Positions
| Symbol | Tranches | Qty | Avg Cost | CMP ₹ | Invested | P&L ₹ | P&L % |
|---|---|---|---|---|---|---|---|
| AARTIPHARM | T1 | 106 | 939.55 | 873.65 | ₹99,592 | −₹6,985 | −7.0% |
| AEROFLEX | T1›T6 | 908 | 275.14 | 525.8 | ₹2,49,831 | +₹2,27,595 | +91.1% |
| BALRAMCHIN | T1›T5 | 442 | 550.44 | 721.15 | ₹2,43,296 | +₹75,452 | +31.0% |
| CENTUM | T1›T5 | 71 | 3,404.67 | 4,026.2 | ₹2,41,731 | +₹44,129 | +18.3% |
| EDELWEISS | T1 | 731 | 136.83 | 134.84 | ₹1,00,023 | −₹1,455 | −1.4% |
| GMMPFAUDLR | T1 | 68 | 1,467 | 1,312.1 | ₹99,756 | −₹10,533 | −10.6% |
| GRANULES | T1›T5 | 339 | 718.93 | 825.35 | ₹2,43,718 | +₹36,076 | +14.8% |
| HIKAL | T1›T2 | 614 | 203.5 | 215.64 | ₹1,24,948 | +₹7,455 | +6.0% |
| JYOTICNC | T1 | 95 | 1,049.7 | 997.2 | ₹99,722 | −₹4,988 | −5.0% |
| KTKBANK | T1›T5 | 946 | 258.21 | 329.85 | ₹2,44,270 | +₹67,768 | +27.7% |
| MACPOWER | T1›T4 | 121 | 1,635.09 | 1,925 | ₹1,97,846 | +₹35,079 | +17.7% |
| MAMATA | T1 | 206 | 485.8 | 391.9 | ₹1,00,075 | −₹19,343 | −19.3% |
| MANGCHEFER | T1›T5 | 1,052 | 232.15 | 308.75 | ₹2,44,225 | +₹80,580 | +33.0% |
| MANORAMA | T1›T2 | 64 | 1,951.37 | 1,911.2 | ₹1,24,888 | −₹2,571 | −2.1% |
| MSTCLTD | T1›T4 | 337 | 579.35 | 646.6 | ₹1,95,241 | +₹22,663 | +11.6% |
| NAVINFLUOR | T1›T4 | 30 | 6,587.4 | 8,167 | ₹1,97,622 | +₹47,388 | +24.0% |
| PENIND | T1 | 541 | 184.9 | 171.79 | ₹1,00,031 | −₹7,093 | −7.1% |
| STYLAMIND | T1›T6 | 104 | 2,372.92 | 3,371.2 | ₹2,46,784 | +₹1,03,821 | +42.1% |
| TIIL | T1 | 31 | 3,241.3 | 2,630.4 | ₹1,00,480 | −₹18,938 | −18.9% |
| TIMEX | T1 | 140 | 714.2 | 700.55 | ₹99,988 | −₹1,911 | −1.9% |
| UNIONBANK | T1›T2 | 697 | 179.45 | 171.68 | ₹1,25,077 | −₹5,416 | −4.3% |
| VENUSREM | T1 | 315 | 317.7 | 1,650.7 | ₹1,00,076 | +₹4,19,895 | +419.6% |
| VINCOFE | T1›T2 | 767 | 162.83 | 177.13 | ₹1,24,891 | +₹10,968 | +8.8% |
| WSTCSTPAPR | T1›T5 | 391 | 626.62 | 840 | ₹2,45,010 | +₹83,430 | +34.0% |
Let's read one row. Take KTKBANK, Karnataka Bank. Reading across:
- Tranches shows T1›T5. The position was built in five buys, and each buy is called a tranche: T1 is the first, T5 the latest. A position bought in one go shows just T1. Most of the rows here are one or the other.
- Qty is the number of shares held: 946.
- Avg Cost is the average price paid per share across all five buys: ₹258.21.
- CMP ₹ is the current market price. For our figures, that is the closing price on 16 October 2026: ₹329.85.
- Invested is the total paid for the shares still held: ₹2,44,270.
- P&L ₹ and P&L % compare today's value with what was paid. For KTKBANK, that is a gain of ₹67,768, or 27.7%. These figures are unrealised: they change with the price, and become final only when the shares are sold.
The real table has more columns than Figure 2-1 shows, such as today's change, the days since the first and the latest tranche, and each position's share of the portfolio. You can choose which columns to show and in what order. Chapter 4 goes through every one of them.
Clicking a row opens it. Let's open KTKBANK.