JARVIS — Investing powered by AI
AI Portfolio Intelligence

Portfolio analytics for
Better Investing.

Track performance, risk, benchmark drift, holdings quality, and trade activity from one focused workspace.

IND | USA | KSA

Portfolio Snapshot US USA
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Portfolio Snapshot
AI-powered institutional view · holdings, performance, risk, and activity at a glance.

India (IND)

Coming soon — no data configured for this region yet.

Saudi Arabia (SAU)

Coming soon — no data configured for this region yet.

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Current Value
Portfolio Snapshot
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Liquidity
Cash Position
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Performance
YTD Return
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Risk
Sharpe · Max DD
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Portfolio vs Benchmark Performance

All overview chart data is already loaded. Switch tabs without waiting for another backend round-trip, a tiny miracle.

Sector Allocation & Performance

Exposure mix and contribution by sector.

SectorExposurePrice ContributionDividendsTotal Contribution

Holdings

Current active holdings with P&L, weights, and contribution.

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Click any row to view 1Y historical Beta chart

Risk Ratios

Downside-adjusted and risk-quality metrics.

Capture Ratios & Win / Loss Statistics

Market participation and daily win/loss behaviour.

Insights / Highlights

Derived signals, composite scores, and cross-metric observations.

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Factor Exposure

Portfolio weight bucketed by dominant factor (Value / Momentum / Growth / Quality), with 12-month bucket-weighted cumulative return.

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Sector Monthly P&L — Close Price

Per-sector return using close prices for all valuations (carry-in at prev-month close, buys/sells at event-day close, remaining at month-end close). Cost-weighted: Σprofit / Σinvested × 100. Cash not included in calculation

+Strong (>5%) Mild (0 – 5%) Weak (−5% – 0%) −Strong (<−5%) No data

Dividend Details

Per-stock dividend history with reconstructed share quantities at each ex-date. Total Value = Shares Held × Dividend Per Share. Click any row to view the trading journey

Stock Dividend Type Effective Date Shares Held Div / Share Total Value

Top Movers

Ranked gainers and losers by selected period.

↗Top Gainers —
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↘Top Losers —
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Risk Panel

Mandate oversight, rule engine, maker-checker approvals, and audit trail.

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Rule grid

All 30 rules, live-evaluated against the current portfolio and mandate. Amber and red rows have breaching items. Insufficient-data rows show where we still need factor / vol / beta feeds.

Trade Logs

Trade activity with action/status filters, order-flow KPIs.

Date Symbol Action Qty Rationale

Login Sessions

#EmailUsernameMethodDate (UTC)Time (UTC)

Users & Roles

CIO-managed. A user may hold any combination of CIO, IC, Analyst, and Observer roles.

Current Users

Click a row's roles to edit; use Save above. Timestamps are UTC.

# Email Name Roles Active Created (UTC) Updated (UTC)
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