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Net Worth (Equity)
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Current − Loan
Current Value
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Invested: —
Total P&L
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Day P&L: —
Loan (MTF)
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Loan (from Margin): — • Loan (from Ledger): —
LTV
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Cash Available: —
Free Margin: —
NAV (Post Haircut): —
Funding cost
Interest (FYTD): —
Last interest: —
Implied rate (est.): —
Interest/day: —
Interest/month: —
Interest/year: —
Hurdle on equity: —
Action list (auto)
Concentration & pledge
Top-1 weight: —
Top-3 weight: —
Pledged exposure: —
Holdings
Signals are flags only. No trading, no external calls.
As-of: —
| Instrument | Invested | Current | Weight% | P&L ₹ | P&L % | Pledged | Signal | Suggested Sell ₹ |
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Import files
Mandatory: Holdings Report (XLSX) + Ledger Detailed (XLSX) + P&L Report (XLSX). Optional: Margin Summary (XLSX) for the most accurate Loan/LTV, plus Tax, Subscription Fees, and Custom Expenses.
PDF support is strict-safe: only Margin Summary key lines are accepted when the PDF text is reliably extractable.
Subscription
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Tax (FY summary)
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Custom Expenses (optional)
Upload any XLSX table with columns like Date/Amount/Category/Description. Equifina auto-detects common headers.
FYTD expenses: —
Last 30 days: —
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Rules & thresholds
Only used if Ledger Interest entries are missing.
Profiles
Existing data remains unchanged; new profiles start blank.
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