> ## 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.

# Live Strategies

> Monitor real-time performance, track active holdings, and export data for your deployed portfolios.

The **Live Strategies** tab is the final destination in the Basket Builder workflow. Once you click "Invest Now" and deploy a strategy, it moves here so you can track its real-time performance and monitor your live capital allocation.

![Live Dashboard Light](https://mintcdn.com/kalpiai/F1Qzj-tXMkEApk2I/images/live-dashboard-light.png?fit=max\&auto=format\&n=F1Qzj-tXMkEApk2I\&q=85\&s=03eab93792337689505f4aaa298fe19f)

## The Dashboard Overview

At the top of the page, you will see your aggregated account metrics across all active algorithmic trades, including your **Total Invested**, **Current Value**, and absolute **Total P\&L**.

Below the aggregate metrics, every active strategy gets its own dedicated card. Each card displays:

* The connected broker executing the trades (e.g., Zerodha, Fyers).
* The exact date the strategy was deployed.
* A high-level summary of the capital invested and the overall percentage returns.

## Portfolio Deep-Dive

To see exactly what is happening under the hood of an active strategy, click the green **View Details** button on any card.

<video src="https://mintcdn.com/kalpiai/F1Qzj-tXMkEApk2I/videos/Screen-Recording-2026-06-03-at-3.27.20-PM.mp4?fit=max&auto=format&n=F1Qzj-tXMkEApk2I&q=85&s=07983e2be2ca16bc386bcba8bf999d58" controls />

Once inside the details view, you have access to professional-grade tracking tools:

> [accordion] 1. Performance Metrics
>
> The top panel provides a comprehensive overview of the strategy's health. Track your **Total Unrealized Returns** alongside advanced risk metrics like **XIRR (Annualized)**, **Volatility**, **Sharpe Ratio**, **Sortino Ratio**, and **Max Drawdown**.

> [accordion] 2. Holdings & Historic Orders
>
> The **Holdings** tab provides a real-time table of every instrument currently in the basket. You can view the exact Quantity, Average Price, Last Traded Price, and individual P\&L. Click any column header to instantly sort the data (e.g., sorting by highest returns). You can also toggle to the **Historic Order** tab to review past transactions.

> [accordion] 3. Export Data
>
> Need to run your own analysis or keep external records? Click the **Export** button in the top right corner to instantly download your strategy's current holding data directly to your device as a spreadsheet.

> [!NOTE]
>
> **Broker Syncing:** The Live Strategies page acts as a mirror to your connected broker. Your P\&L, holdings, and executed orders are pulled directly from your broker account to give you a centralized, institutional-grade view of your algorithmic trades.

***

> [card] [Analyze Your Portfolio](https://kalpi.ai/docs/analyze/overview)
>
> Ready to go deeper? Move to the next section to learn how to import and analyze your entire external portfolio.

> [card] [Broker Connection](https://kalpi.ai/docs/getting-started/broker-connection.md)
>
> Need to link another broker account to run more live strategies? Review the connection guide.


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