> ## Documentation Index
> Fetch the complete documentation index at: https://kalpi.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Analyze Stocks portfolio

> Get institutional-grade analytics, risk diagnostics, and factor scores for your current holdings.

Kalpi does not just help you build new strategies—it also acts as a powerful diagnostic terminal for the investments you already own. By importing your existing portfolio, you can uncover hidden risks, analyze your exact factor exposures, and benchmark your real-time performance against major indices.

## Importing Your Portfolio

At the top right of the dashboard, you can seamlessly toggle between two different portfolio modes using the dropdown menu:

> [card] 1. Connected Brokers
>
> Securely sync your live portfolio via our read-only API (e.g., Zerodha, Upstox). This ensures your analytics are always automatically up-to-date with your latest live trades.

> [card] 2. Virtual Portfolios
>
> Create isolated virtual portfolios to manually track outside assets, test hypothetical allocations, or upload historical data before committing real capital.

***

## Setting Up a Virtual Portfolio

If you choose not to connect a live broker, setting up a Virtual Portfolio allows you to analyze any basket of stocks instantly.

<video src="https://mintcdn.com/kalpiai/aoM6Q8Wzft0d1IC9/videos/Virtual_Portfolio.mov?fit=max&auto=format&n=aoM6Q8Wzft0d1IC9&q=85&s=ffea94f6de529a3e72e424b818c9d7bd" controls />

**1. Create & Name**

Select **Virtual Portfolio** from the top right dropdown menu, then click the **Update** button next to it. Select **Add a New Virtual Portfolio** and give your custom basket a name.

**2. Choose Import Method**

You have two distinct ways to populate your virtual portfolio:

* **CSV Upload:** Have your holdings in a spreadsheet? You can instantly upload multiple investments at once using our pre-defined CSV file format.
* **Virtual Entry:** Want to build it manually? Select this to directly search for Stock Symbols one by one and input your exact Quantity and Average Price.

**3. Analyze**

Once your stocks are entered or uploaded, click the green **Analyze Portfolio** button. Kalpi will instantly generate an institutional-grade dashboard based on those exact holdings.

***

## Portfolio Health & SWOT Analysis

Once your portfolio is loaded (either live or virtual), Kalpi runs an immediate diagnostic check to evaluate the overall health of your investments.

![Portfolio Health](https://mintcdn.com/kalpiai/aoM6Q8Wzft0d1IC9/images/portfolio-health.png?fit=max\&auto=format\&n=aoM6Q8Wzft0d1IC9\&q=85\&s=52e118ff8e0db78a1ac33fde2270db99)

* **Health Score:** Your portfolio is graded on a scale of A to F based on critical risk signals, asset quality, and historical performance.
* **Core Portfolio Insights (SWOT):** Our engine generates a personalized, text-based diagnostic report highlighting your portfolio's **Strengths** (e.g., high-quality compounders), **Weaknesses** (e.g., negative ROE stocks), **Opportunities** (e.g., diversification gaps), and **Threats** (e.g., over-concentration in specific sectors).

***

## Deep-Dive Analytics

Scrolling past the initial health check unlocks a suite of quantitative tools typically reserved for institutional hedge funds.

> [accordion] Performance & Benchmarking
>
> ![Benchmark Analyser](https://mintcdn.com/kalpiai/Sc2r4n4JOnf6cPGv/images/benchmark-analyser.png?fit=max\&auto=format\&n=Sc2r4n4JOnf6cPGv\&q=85\&s=de7ca3b6d400c261e4acb2b0f5e91a92)
>
> Compare your cumulative returns directly against a benchmark index (like the Nifty 50). Kalpi automatically calculates advanced risk-adjusted metrics for your entire portfolio, including **Volatility**, **Sharpe Ratio**, and **Sortino Ratio**, letting you know if your returns are truly beating the market on a risk-adjusted basis.

> [accordion] Fundamentals & Valuation
>
> Are you overpaying for your current assets? View aggregate **P/E Ratios**, **P/B Ratios**, and **Dividend Yields** compared strictly against the benchmark. The **Portfolio Valuation Map** and interactive pie charts also give you a bird's-eye view of your Market Cap and Sector allocations.
>
> ![Analyser](https://mintcdn.com/kalpiai/Sc2r4n4JOnf6cPGv/images/undamentals-Comparison.png/analyser.png?fit=max\&auto=format\&n=Sc2r4n4JOnf6cPGv\&q=85\&s=cc666a365782340540be2e902fa4fd53)

> [accordion] Factor Diagnostics
>
> ![Combined Factor Score](https://mintcdn.com/kalpiai/Sc2r4n4JOnf6cPGv/images/Combined-Factor-Score.png?fit=max\&auto=format\&n=Sc2r4n4JOnf6cPGv\&q=85\&s=0ebe28012646bcebb5252edf4c2f592c)
>
> Uncover the hidden drivers of your returns. Kalpi assigns a score (0-100) to your portfolio across four major quantitative factors: **Momentum**, **Value**, **Quality**, and **Volatility**. You can view a bar chart of exactly how every individual stock in your portfolio scores within these specific factors.

> [accordion] Risk & Correlation
>
> A truly diversified portfolio needs assets that do not move identically. Kalpi provides a live **Asset Correlation Matrix** (heatmap) to warn you if your stocks are highly correlated (greater than 85%), which could drag down your portfolio's defensive capabilities during a market crash.
>
> ![Correlation Analyser](https://mintcdn.com/kalpiai/Sc2r4n4JOnf6cPGv/images/correlation-analyser.png?fit=max\&auto=format\&n=Sc2r4n4JOnf6cPGv\&q=85\&s=2875c996889220eff1a9bc1fdf0e1a4f)

> [!NOTE]
>
> **Export Your Data:** Need to share these insights or save a snapshot of your portfolio's health? Click the **Report** button in the top right corner of the dashboard to instantly download a comprehensive PDF report of your analytics.


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