High-Performance
Market & Portfolio Analytics
Consolidate your financial holdings, track real-time mutual fund NAV histories with exact charts, audit cash flow ledgers, and trace institutional FII/DII market parameters.
Secure Password Access Gate
Please input the authorized master security password to release the session token and open financial dashboard views.
Full-Featured Financial Ecosystem
Our application offers five distinct high-fidelity modules engineered to monitor, audit, and analyze capital.
Automated Portfolio Sync
Parse Excel files directly from brokers (like Motilal or CAS). The system auto-calculates quantities, average cost prices, holdings weight margins, and unrealized valuations.
Mutual Fund NAV Tracker
Integrated search for Indian Mutual Funds across `api.mfapi.in` database models. Generates clean interactive NAV history charts with genuine live date-time indices.
FII & DII Flows Monitor
Analyze net buyer/seller flows for Domestic and Foreign institutional operations in Indian markets. Expand sectors to audit specific weight indexes and stock metrics.
Cash Book Accounting
Log credits/debits directly. A lightweight double-entry ledger bookkeeping panel that categorizes assets and monitors liquid capital vs bank deposit sheet logs.
AI Allocation Insights
Leverage local logic audits that inspect sector exposures, weight allocations, cash buffers, and recommend reallocating assets for optimal risk-hedged performance.
Screener.in Stock Dialogs
Query any Indian stock ticker to pull extensive balance sheet profiles, ROCE, P/E data, quarterly margins, and historical price charts inside a overlay card.
Interactive User Guide
Quick Start & Workspace Operations
YS Portfolio runs on a secure single-password cookie validation model. Follow these steps to navigate the workspace:
- 01Enter the system password in the **Access Gate Card** to unlock secure endpoints.
- 02The sidebar drawer unlocks immediately, letting you browse mutual funds, direct portfolios, or ledgers.
- 03Use the global **Search Console** at the top right of the dashboard screen to load quick asset lookups.