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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.

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Importing Your Portfolio

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

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.

2. Virtual Portfolios

Create isolated virtual portfolios to manually track outside assets, test hypothetical allocations, or upload historical data before committing real capital.

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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.
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.

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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
  • 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).

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Deep-Dive Analytics

Scrolling past the initial health check unlocks a suite of quantitative tools typically reserved for institutional hedge funds.
Benchmark Analyser
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.
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
Combined Factor Score
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.
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
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.