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Home/Features/Core Trading Tools/Portfolio & Position Tracker
Core Trading Tools

Portfolio & Position Tracker

Track all your positions across equity, F&O, and investments in one unified dashboard.

The Problem

You have no idea how exposed you are to a single sector. Your positions are scattered across equity, intraday, and F&O — and you can't see the full picture. When the market drops 3%, you don't know your total drawdown until it's too late.

How ArthaLearn Solves It

  • ✓Position-level tracking with entry price, current status, and unrealized P&L
  • ✓Exposure and allocation breakdown by segment (equity, F&O, intraday)
  • ✓Historical performance charts with daily, weekly, and monthly views
  • ✓Sector-wise allocation visualization
  • ✓Trade history with complete audit trail
  • ✓Export reports for tax filing and record-keeping

What You'll Get

A unified dashboard that shows all your positions, allocation, and performance — all in INR. Unlike passive portfolio trackers, this connects your journal entries to your portfolio view, so you see how individual trades impact your overall performance.

Frequently Asked Questions

Does the portfolio tracker connect to my broker?▼
ArthaLearn supports CSV import from 6 brokers (Zerodha, Upstox, Angel One, Groww, 5Paisa, DhanHQ) and direct API sync with DhanHQ. Your portfolio tracker automatically consolidates all imported positions with live price updates during market hours.
Can I track both trading and investment positions?▼
Yes. You can track short-term trades (intraday, swing) and long-term investment holdings in the same portfolio view, with separate performance metrics for each.

Try Portfolio & Position Tracker Today

Join Indian traders using ArthaLearn to build discipline and improve performance. Free tier available.

Start your free trading journalStart Free Trial

Related Features

Trade Journal

Log every trade with entry/exit prices, position size, emotional context, and strategy tags. Purpose-built for NSE, BSE, and F&O markets with support for NIFTY and BANKNIFTY options.

Win Rate & Performance Analytics

Comprehensive trading analytics including win rate, risk-reward ratio, average profit/loss, setup-wise performance, and detailed performance breakdowns by segment, timeframe, and strategy.

Risk Management Tools

Free risk management calculators including position size calculator, risk-reward calculator, and stop loss tools. Built for Indian equity and F&O traders.