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Public sample report

Sample Indian portfolio XIRR analysis report

Explore a realistic demo tradebook before uploading your own financial file. This report uses the same portfolio calculation path as the app.

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Portfolio scorecard

Demo portfolio report

Sample trades from 12 Aug 2016 to 10 Feb 2025. Prices as of 30 Jun 2026.

XIRR
11.00%
Current value
₹4,96,950
Gain/Loss
₹3,65,350
Holdings
3 open / 2 sold

Portfolio value timeline

Invested amount vs total valuation

Invested amount Total valuation

12 Aug 2016: ₹85,800 valuation. Latest sample point: ₹4,96,950.

Returns Timeline

XIRR as each sample cashflow is added

XIRR over time Zero return line

Latest sample point on 30 Jun 2026: 11.00% XIRR. Marked valuation: ₹4,96,950.

Transaction Timeline

Sample buys and sells in chronological order

Holding value over time

All sample stocks
037,50075,0001,12,5001,50,000Transaction amount (₹)12 Aug 16 - HDFC BANK LTD - BUY - ₹69,00012 Aug 1610 Mar 17 - TATA CONSULTANCY SERVICES LTD - BUY - ₹24,00010 Mar 1715 Jun 17 - YES BANK LIMITED - BUY - ₹60,00015 Jun 1720 Nov 17 - PERSISTENT SYSTEMS LIMITED - BUY - ₹24,00020 Nov 1718 Apr 18 - RELIANCE INDUSTRIES LIMITED - BUY - ₹45,00018 Apr 1814 Feb 19 - TATA CONSULTANCY SERVICES LTD - BUY - ₹31,50014 Feb 1922 Aug 19 - YES BANK LIMITED - BUY - ₹27,00022 Aug 195 Dec 19 - PERSISTENT SYSTEMS LIMITED - BUY - ₹13,0005 Dec 1923 Mar 20 - HDFC BANK LTD - BUY - ₹36,00023 Mar 2011 May 20 - RELIANCE INDUSTRIES LIMITED - BUY - ₹33,00011 May 2018 Jan 21 - YES BANK LIMITED - SELL - ₹7,00018 Jan 219 Jul 21 - PERSISTENT SYSTEMS LIMITED - SELL - ₹66,0009 Jul 213 Nov 21 - TATA CONSULTANCY SERVICES LTD - SELL - ₹33,0003 Nov 2116 Sept 22 - RELIANCE INDUSTRIES LIMITED - SELL - ₹62,50016 Sept 2221 Apr 23 - HDFC BANK LTD - SELL - ₹48,00021 Apr 236 Oct 23 - TATA CONSULTANCY SERVICES LTD - BUY - ₹25,6006 Oct 2315 Mar 24 - PERSISTENT SYSTEMS LIMITED - SELL - ₹1,26,00015 Mar 248 Aug 24 - RELIANCE INDUSTRIES LIMITED - BUY - ₹52,0008 Aug 2410 Feb 25 - HDFC BANK LTD - BUY - ₹34,00010 Feb 25
Buy Sell
19 rows13 buys6 sells
DateStockSideQtyNet amount
12 Aug 2016HDFC BANK LTDBUY60₹69,000
10 Mar 2017TATA CONSULTANCY SERVICES LTDBUY20₹24,000
15 Jun 2017YES BANK LIMITEDBUY200₹60,000
20 Nov 2017PERSISTENT SYSTEMS LIMITEDBUY80₹24,000
18 Apr 2018RELIANCE INDUSTRIES LIMITEDBUY50₹45,000
14 Feb 2019TATA CONSULTANCY SERVICES LTDBUY15₹31,500
22 Aug 2019YES BANK LIMITEDBUY300₹27,000
05 Dec 2019PERSISTENT SYSTEMS LIMITEDBUY40₹13,000
23 Mar 2020HDFC BANK LTDBUY40₹36,000
11 May 2020RELIANCE INDUSTRIES LIMITEDBUY30₹33,000
18 Jan 2021YES BANK LIMITEDSELL500₹7,000
09 Jul 2021PERSISTENT SYSTEMS LIMITEDSELL60₹66,000
03 Nov 2021TATA CONSULTANCY SERVICES LTDSELL10₹33,000
16 Sept 2022RELIANCE INDUSTRIES LIMITEDSELL25₹62,500
21 Apr 2023HDFC BANK LTDSELL30₹48,000
06 Oct 2023TATA CONSULTANCY SERVICES LTDBUY8₹25,600
15 Mar 2024PERSISTENT SYSTEMS LIMITEDSELL60₹1,26,000
08 Aug 2024RELIANCE INDUSTRIES LIMITEDBUY20₹52,000
10 Feb 2025HDFC BANK LTDBUY20₹34,000

Top contributors

Current positions by value

RELIANCE INDUSTRIES LIMITED17.70%
₹2,16,000₹1,48,500
HDFC BANK LTD6.02%
₹1,53,900₹62,900
TATA CONSULTANCY SERVICES LTD12.70%
₹1,27,050₹78,950

Per-stock XIRR

Holding drill-down snapshot

StockStatusXIRRCurrent valueGain/LossPeriod
HDFC BANK LTDOpen6.02%₹1,53,900₹62,9002016-08-12 → 2026-06-30
RELIANCE INDUSTRIES LIMITEDOpen17.70%₹2,16,000₹1,48,5002018-04-18 → 2026-06-30
TATA CONSULTANCY SERVICES LTDOpen12.70%₹1,27,050₹78,9502017-03-10 → 2026-06-30
PERSISTENT SYSTEMS LIMITEDSold43.92%₹0₹1,55,0002017-11-20 → 2024-03-15
YES BANK LIMITEDSold-66.35%₹0₹-80,0002017-06-15 → 2021-01-18

Ask JMI examples

Portfolio chat questions

  1. Question 1

    Which holdings contributed most to my portfolio XIRR?

  2. Question 2

    Explain why my sold positions helped or hurt total gain/loss.

  3. Question 3

    What tradebook gaps should I audit before trusting this scorecard?

  4. Question 4

    Where did averaging down improve or damage my result?