See the whole portfolio
Portfolio risk planner
See how your holdings add up. Explore concentration, drawdown to planned stops and a shared price decline before making your own decisions.
Starts with fictional holdings. Replace them with your own prices.
Your holdings
Long equities · INRUse current market prices. Combine repeated symbols into one holding with an average entry price.
Up to 30 holdings. No live quotes or broker connection.
Portfolio at a glance
Current portfolio value
₹4,00,000.00
Current holdings ₹3,00,000.00 + cash ₹1,00,000.00. All weights use this total.
- Drawdown to all stops
- ₹23,000.00
- Portfolio drawdown to stops
- 5.75%
- Cash weight
- 25.0%
- Unrealised gain / loss
- ₹4,000.00
Where your capital sits
- EXAMPLE A25.0%
₹1,00,000.00 held · ₹8,000.00 to stop
- EXAMPLE B25.0%
₹1,00,000.00 held · ₹5,000.00 to stop
- EXAMPLE C25.0%
₹1,00,000.00 held · ₹10,000.00 to stop
Drawdown starts from today’s price, not entry. Stops assume every holding exits exactly at its stop; gaps, slippage and charges can increase loss. Holding count does not measure diversification.
What if prices fall together?
A 10% fall in every holding reduces the portfolio by ₹30,000.00, leaving ₹3,70,000.00.
Hypothetical stress test. Cash stays unchanged and stops are ignored. This is not a forecast or a correlation model.
Saving is optional and stays in this browser. No account, cloud sync or automatic saving. Loading, reset and example replace the current form.
How to read this plan
Holding value is quantity × current price. Portfolio value adds uninvested cash. A holding’s weight is its value divided by that total. Entry prices are used only for unrealised gain or loss.
Drawdown to stops adds quantity × (current price − stop price) for each holding. It measures a hypothetical decline from today, even if a stop would lock in a gain compared with entry. A stop at the current price shows zero planned distance, but does not imply zero execution risk.
This manual tool covers cash-only long equity holdings. It excludes leverage, short positions, derivatives, taxes, charges and foreign currencies. The scenario applies the same decline to every holding without executing stops. It does not estimate the likelihood of that outcome or recommend an allocation.
Planning a single trade? Use the position size calculator. Need help with the learning tools? Contact Bharat.
Compare on a stock platform
- Zerodha Console holdings analytics(opens in a new tab)
Hold your shares with Zerodha? Console reads your actual holdings and reports XIRR, dividends, top contributors and red flags. It does not model a loss if every stop is hit or a market-wide fall; this planner does, for holdings at any broker, typed in by you.
Needs an account with Zerodha.
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