Stop juggling spreadsheets. SangamTrades is a personal dashboard for managing your holdings, IPOs, dividends, and trades - with real P&L calculations, not approximations.
Portfolio Value
₹5,02,350
Total Invested
₹4,12,000
Unrealized P&L
+₹90,350
Features
Unrealized and realized P&L computed with FIFO logic. Average buy price recalculates automatically with every buy transaction.
Log your application, update allotment, and track listing day gains. See your cumulative IPO income in one place.
Record your setup, R:R ratio, entry/exit rationale, and emotional state. Review your decisions, not just your returns.
Allocation pie, monthly P&L bar chart, XIRR, Sharpe ratio, win rate. No chart-for-the-sake-of-chart fluff.
See sector concentration, position sizing vs your limits, diversification score, and alerts before they surprise you.
Track every deposit and withdrawal. Know your deployed capital, utilisation rate, and idle cash — not just holdings value.
10 Modules
Portfolio
Holdings, transactions, avg price
IPO Tracker
Application to listing gains
Trade Journal
R:R, emotions, strategies
Analytics
Charts, XIRR, Sharpe ratio
Dividends
Upcoming, received, totals
Watchlist
Target prices, upside %
Capital
Deposits, withdrawals, util %
Risk Manager
Concentration, limits, alerts
Notes
Tagged, linked to tickers
Settings
Theme, format, risk limits
How it works
Add your trades
Log holdings and transactions as you buy or sell. Average price is recalculated automatically.
See real numbers
Unrealized P&L, realized gains, XIRR, Sharpe ratio — computed precisely, not estimated.
Make better decisions
Risk alerts, journal reviews, and analytics give you a clear picture before you act.
Your data stays yours
Single-user architecture. No cloud sync, no telemetry, no third-party analytics. Your portfolio never leaves your own MongoDB instance.
Modern, fast stack
Log in and see your portfolio the way it should look — organised, accurate, and completely yours.
Open Dashboard