Q

{{ themeIcon }}

{{ brokerMenuHint }}

{{ bm.name }} {{ bm.statusText }}

+ Manage broker connections ›

{{ railToggleIcon }} Collapse

{{ t.sym }} {{ t.px }} {{ t.chg }}

● {{ quoteBarText }}

{{ loadBtnText }}

{{ liveErrorText }}

{{ skelHint }}

PORTFOLIO · NAV

₹{{ nav }}

{{ navChange }}

{{ k.label }}

{{ k.val }}

BEAR-MARKET FILTER

{{ s.name }} {{ s.state }}

COMPOSITE {{ compositeText }}

NEXT REVIEW

{{ nextReview }}

{{ reviewCadence }}

{{ dashChartToggleIcon }} PORTFOLIO NAV

{{ dashChartExpandHint }}

{{ dashEqHint }}

━ {{ strategyRetText }}

{{ ddTitle }}

HOLDINGS · {{ holdCount }} / {{ p.topN }}

OPEN PORTFOLIO ›

# SYMBOL MOM WT% DAY% LTP

No holdings — connect a broker and press REFRESH

{{ h.rank }} {{ h.sym }}{{ h.sec }} {{ h.mo }} {{ h.wt }} {{ h.day }} {{ h.px }}

MOMENTUM RANK LADDER

{{ r.rank }} {{ r.sym }}{{ r.tag }} {{ r.mo }}

SECTOR ALLOCATION

{{ sec.name }} {{ sec.wt }}%

{{ u }} {{ u }}

HOLD STOCKS

LOOKBACK

{{ u.label }}

SKIPm

WEIGHTAGE

{{ c.label }}

Max / sector

SELECTION MODE

{{ c.label }}

REVIEW FREQUENCY

{{ c.label }}

DAY OF WEEK

{{ c.label }}

{{ reviewDayLabel }}

COMPOSITE MOMENTUM

Uses LOOKBACK from top bar

{{ ch.label }}

× %

×

+ ADD

Σ {{ compositeWeightSum }}%

EXIT POLICY

{{ c.label }}

Exit below rank

or %

% of universe

Replace bottom holdings

Replace bottom %

STOP LOSS

{{ stopLossOnOff }}

% per stock

BEAR-MARKET FILTER

{{ c.label }}

EMA LEN

SRC

{{ s.label }}

FAST

SLOW

SRC

{{ s.label }}

ATR

MULT

TF

{{ c.label }}

RSI PERIOD

BEAR BELOW

SRC

{{ s.label }}

{{ bi.checkMark }}

{{ bi.label }}

{{ bf.label }}

SRC

{{ s.label }}

TIMEFRAME

{{ c.label }}

DEFENSIVE ASSET

{{ c.label }}

DEFAULT CONFIG

{{ defaultConfigHint }}

{{ saveDefaultLabel }}

BACKTEST PERIOD

{{ c.label }}

YEAR ▾

CUSTOM

{{ y.label }}

FROM TO

HISTORICAL CONSTITUENTS

Point-in-time index members · no survivorship bias

{{ runBtLabel }}

✕ CANCEL

CAGR

TOTAL RETURN

MAX DD

SHARPE

RUNNING…

{{ sm.label }}

{{ sm.val }}

VIEW FULL BACKTEST →

ELIGIBLE (+MOM)

{{ eligibleCount }}

SELECTED

{{ selCount }}

EXCLUDED (−MOM)

{{ excludedCount }}

SECTORS

{{ sectorCount }}

# SYMBOL MOM WT%

{{ r.rank }} {{ r.sym }}{{ r.tag }} {{ r.mo }} {{ r.wt }}

RUN REVIEW WITH THESE SETTINGS

Backtest · {{ p.universe }}

{{ btRange }} · {{ configSummary }}

{{ runBtLabel }}

✕ CANCEL

PERIOD

{{ c.label }}

YEAR ▾

CUSTOM

{{ y.label }}

FROM TO

{{ btErrorText }}

Running real backtest from broker history — pulling daily candles for every constituent (rate-limited ~3/sec, ~20–30s)…

No backtest yet for this configuration. Connect a broker, then press + RUN BACKTEST — every metric, the equity curve, the monthly heatmap and the rebalance log are computed from real historical prices pulled from your broker.

HISTORICAL MODE · {{ btSnapCoverageText }}

{{ m.label }}

{{ m.val }}

SAVED BACKTEST RUNS · {{ runCount }} UNIQUE COMBINATIONS

click a run to load its settings

CLEAR ALL

CONFIGURATION CAGR TOTAL MAX DD SHARPE RUNS

{{ r.dot }}

{{ r.label }} {{ r.histBadge }} {{ r.periodNote }}

{{ r.cagr }} {{ r.totalRet }} {{ r.maxDD }} {{ r.sharpe }} ×{{ r.runs }}

{{ btChartToggleIcon }} EQUITY CURVE

UNIVERSE BENCHMARK {{ btChartExpandHint }}

━ Strategy ┄ {{ univRetText }} ┄ Nifty 50 TR

DRAWDOWN

MONTHLY RETURNS · %

{{ ml }} {{ row.year }}

{{ c.val }}

REBALANCE SCHEDULE & STRATEGY HISTORY

▪ HELD ▪ ADDED ▪ REMOVED RET = period return

↓ EXPORT CSV

DATE TYPE HOLDINGS PERIOD RET

{{ rb.date }} {{ rb.periodRange }}

{{ rb.action }}

{{ c.sym }} {{ c.ret }}

{{ rb.pr }}

{{ btScheduleToggleLabel }}

Broker Connection

No demo data — all prices and orders route through your broker / NSE. Credentials are stored server-side, never in the browser.

SERVER {{ serverOrigin }} ● {{ backendPillText }}

{{ connectError }}

{{ b.name }}

ACTIVE

{{ b.statusLabel }}

{{ b.flow }}

{{ selectedBrokerName }} · API CREDENTIALS

✓ No credentials required

Pulls live quotes and historical prices from Yahoo Finance via yfinance. Auto-connects on server start — no login, no API key, no account needed.

⚠ Paper trading only · ~15 min quote delay · NSE symbols via .NS suffix

{{ f.label }}

Redirect URL: {{ redirectUrl }}

{{ connectBtnText }}

{{ activateBtnText }}

{{ activateBtnText }}

CONNECTION STATUS

{{ s.icon }}

{{ s.title }}

{{ s.sub }}

TEST

{{ testResult }}

{{ portfolioPageTitle }}

{{ portfolioPageSub }}

HOLDINGS

REVIEW

PAPER LIVE

{{ paperCapitalText }}

+ FUNDS

− FUNDS

↺

↻ {{ portRefreshCountdown }}s

{{ portfolioRefreshLabel }}

{{ portfolioErrorText }}

{{ portfolioEmptyText }}

# SYMBOL QTY AVG LTP P&L WT%

{{ h.rank }} {{ h.sym }}{{ h.sec }} {{ h.qty }} {{ h.avg }} {{ h.ltp }} {{ h.pl }} {{ h.wt }}

SECTOR ALLOCATION

{{ sec.name }} {{ sec.wt }}%

Unrealized P&L{{ unrealizedText }}

Cash{{ cashText }}

Beta vs Nifty{{ betaText }}

{{ portfolioPageTitle }}

{{ portfolioPageSub }}

HOLDINGS

REVIEW

PAPER LIVE

{{ modeBadge.text }}

{{ m.label }}

{{ m.val }}

ACTION{{ rSortArrow_action }} SYMBOL{{ rSortArrow_sym }} QTY{{ rSortArrow_qty }} LTP{{ rSortArrow_ltp }} EST VALUE{{ rSortArrow_value }} REASON STATUS

{{ o.action }} {{ o.sym }}{{ o.sec }} {{ o.qty }} {{ o.ltp }} ₹{{ o.value }} {{ o.reason }} {{ o.status }}

— No orders to place — — — — —

{{ basketSummaryText }}

EDIT STRATEGY

{{ placeBtnText }}

Journal

Every paper & live order and backtest run — recorded for analysis

REFRESH

{{ s.label }}

{{ s.val }}

{{ c.label }}

{{ c.label }}

{{ journalError }}

No journal entries yet. Place paper or live orders from the Review screen and run backtests — every order and run is recorded here automatically.

SYMBOLMODEENTRYEXITQTYENTRY ₹EXIT ₹P&LHOLD

No round-trips yet — place orders from the Review screen to start tracking.

{{ t.symbol }} {{ t.mode }} {{ t.entry }} {{ t.exit }} {{ t.qty }} {{ t.entryPx }} {{ t.exitPx }} {{ t.pnl }} {{ t.pct }} {{ t.days }}

TIMEMODEACTSYMBOLQTYPRICEVALUESTATUS

No orders placed yet — use the Review screen to place paper or live orders.

{{ o.ts }} {{ o.mode }} {{ o.action }} {{ o.symbol }} {{ o.reason }} {{ o.qty }} {{ o.price }} {{ o.value }} {{ o.status }}

RUN ATUNIVERSEPERIODCAGRTOTALMAX DDSHARPE

No backtest runs saved yet — run a backtest from the Backtest tab to record results here.

{{ r.ts }} {{ r.universe }} {{ r.period }} {{ r.cagr }} {{ r.total }} {{ r.maxdd }} {{ r.sharpe }}

Local Market Data

Offline OHLCV store — Nifty 500 · 20 years · ~150 MB · backtests run in <2s

⚠ {{ dataIssuesTotal }} NEED REVIEW

{{ dataUpdateIcon }}{{ dataUpdateBtnLabel }}

↻

⟳ ✓

{{ dataBgMode }}

{{ dataBgProgress }}

{{ dataBgPct }}%

UPDATE LOG

{{ line }}

PULL DATA

UNIVERSE {{ u.label }} or override with a single symbol →

{{ dataPullCountNote }}

HISTORY 5 years 10 years 15 years 20 years 25 years 30 years Include all historical stocks

{{ dataPullBtnLabel }}

Cached & denylisted symbols are skipped automatically

{{ line }}

SKIP LIST · {{ dataDenylistCount }} symbols with no data (delisted / merged)

{{ d.symbol }} …and {{ dataDenylistCount - 30 }} more

These are auto-retried after 30 days. Use force-pull to override.

Symbol Review

yfinance returned 0 rows — wrong ticker, delisted, or merged. Enter correct NSE symbol → SAVE → re-pull.

{{ dataIssuesSuspect }} SUSPECT {{ dataIssuesSkipped }} AUTO-SKIPPED (5+ fails) {{ dataIssuesTotal }} total

⬇ EXPORT CSV

✕

SYMBOL / COMPANY TRIES LAST TRIED CORRECT NSE TICKER yfinance NSE DIRECT

{{ iss.symbol }}

{{ iss.company_name }}

{{ iss.attempt_count }}

{{ iss.last_attempt }}

SAVE

✕

{{ iss.nseBtnLabel }}

{{ iss.nseStatusText }}

{{ nseBulkStatusLabel }} {{ nseBulkDetailLabel }}

{{ line }}

⬇ PULL ALL FROM NSE ({{ dataIssuesTotal }} symbols) Pulls all {{ dataIssuesTotal }} symbols from NSE one by one.
Each symbol: ~{{ nseBulkChunks }} requests × 5-year chunks. Safe to close modal. ✕ CLEAR LIST

CLOSE

DB COVERAGE

{{ dataDbStats }}

No data yet — pull a universe above to populate the local DB.

SYMBOL {{ coverageSort==='symbol' ? (coverageSortDir==='asc' ? '▲' : '▼') : '⇅' }} FROM {{ coverageSort==='fromDate' ? (coverageSortDir==='asc' ? '▲' : '▼') : '⇅' }} TO {{ coverageSort==='toDate' ? (coverageSortDir==='asc' ? '▲' : '▼') : '⇅' }} ROWS {{ coverageSort==='days' ? (coverageSortDir==='asc' ? '▲' : '▼') : '⇅' }} SPAN {{ coverageSort==='years' ? (coverageSortDir==='asc' ? '▲' : '▼') : '⇅' }}

{{ r.symbol }} {{ r.fromDate }} {{ r.toDate }} {{ r.days }} {{ r.years }}

{{ coverageCountLabel }}

CONSTITUENT TRACKING

Daily snapshots — detects additions & removals for point-in-time backtests

UNIVERSE LAST CHECKED SNAPS CHANGES

{{ r.universe }} {{ r.lastDate }} {{ r.snapshots }} {{ r.changes }}

No changes detected yet — history builds automatically as you use the app each day.

CHANGE LOG

DATE UNIVERSE SYMBOL ACTION SECTOR

{{ r.date }} {{ r.universe }} {{ r.symbol }} {{ r.action }} {{ r.sector }}

CUSTOM UNIVERSE

Add factor / strategy indices not available for direct NSE download (e.g. Nifty Alpha 50, Nifty500 Quality 50). Paste NSE symbols, one per line or comma-separated.

{{ customUniMsgText }}

{{ customUniBtnLabel }}

HISTORICAL CONSTITUENT IMPORT

Backfill constituent snapshots from NSE IndexInclExcl.xls — eliminates survivorship bias for pre-2020 backtests

{{ histImportBtnLabel }}

① Copy IndexInclExcl.xls to backend/data/IndexInclExcl.xls  ② Click IMPORT

{{ histStage }} {{ histCur }} / {{ histTotal }}

✕ {{ histError }}

TOTAL EVENTS

{{ histTotalEvents }}

MAPPED

{{ histMappedEvents }}

UNMAPPED

{{ histUnmappedEvents }}

MAP RATE

{{ histMapRate }}%

UNIVERSE EVENTS MAPPED SNAPS FROM TO

{{ u.name }} {{ u.events }} {{ u.mapped }} {{ u.snaps }} {{ u.from_date }} {{ u.to_date }}

{{ n.ic }} {{ n.label }}