Portfolio Management
Track, analyze, and rebalance, all through conversation.
The workflow
Import your holdings (CSV or tell the agent). Jetro creates a portfolio with NAV unitisation, syncs to DuckDB, and renders a live dashboard on canvas. Ask for performance attribution, sector exposure, rebalancing recommendations, or benchmark comparison anytime.
What you’d say
"Create a pharma portfolio with 15L capital: 30% Sun Pharma, 25% Dr Reddy's,
20% Cipla, 15% Lupin, 10% Alkem."
"What's my portfolio's TWRR this quarter vs Nifty Pharma?"
"Rebalance to equal-weight and show me the trades needed."
"Add a dividend of ₹5000 from Sun Pharma on March 15."Live NAV tracking
Your portfolio dashboard refreshes automatically, showing current NAV, daily P&L, sector allocation, and performance charts. Daily NAV is persisted for historical analysis.