6.1. The Analytics Screen
Open Dashboard → Analytics. A line at the top says which day the figures are for, such as End-of-day · as of 16 Oct 2026 (NSE close). Analytics works from each day's closing prices on the NSE, so its figures change once a day, after the market closes. The Dashboard, by comparison, follows prices through the day.
Below that line is a panel of figures, shown above every tab. Figure 6-1 shows it for our example.
End-of-day · as of 16 Oct 2026 (NSE close)
Closed positions — performance
Open positions
Portfolio — quality metrics (invested-weighted)
The panel has three groups.
Closed positions — performance sums up every position you have closed. We met most of these on Past Positions in section 4.5: the number closed, the win rate, the realised result, the expectancy per trade, the profit factor and the average holding time. It adds the Best Trade and Worst Trade by percentage: GRSE, at +56.4%, and ZUARI, at −20.3%.
Open positions sums up the positions held today: how many there are, the amount invested, and the unrealised result in rupees and in per cent.
Portfolio — quality metrics describes the companies you hold, weighted by the amount invested in each:
- Weighted P/E: the price-to-earnings ratio, the share price divided by the company's earnings per share. Our example: 64.3.
- Weighted ROCE: the return on capital employed, a measure of how much profit a company makes on the capital it uses. Our example: 17.1%.
- Weighted Beta: how much a stock's price has tended to move with the market. A beta of 1 moves in step with it; below 1, less. Our example: 0.28.
Weighted means that a position with more money in it counts for more.
Beneath the panel are four tabs: Equity Curve, Habits, Portfolio and Risk / Reward. Let's take them in turn, starting with the equity curve and its returns.