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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

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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.

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

Analyze Your Portfolio

Ready to go deeper? Move to the next section to learn how to import and analyze your entire external portfolio.

Broker Connection

Need to link another broker account to run more live strategies? Review the connection guide.