# Kalpi Product Guide

> Step-by-step guides for connecting brokers, deploying baskets, and understanding quantitative metrics.

## Docs

- [Overview & Import](https://kalpi.ai/docs/analyze-portfolio/overview.md): Get institutional-grade analytics, risk diagnostics, and factor scores for your current holdings.
- [Build Your Own Basket](https://kalpi.ai/docs/basket-builder/build-your-own.md): Create dynamic, rule-based portfolios from scratch using custom filters and ranking metrics.
- [Live Strategies](https://kalpi.ai/docs/basket-builder/live-strategies.md): Monitor real-time performance, track active holdings, and export data for your deployed portfolios.
- [My Strategies](https://kalpi.ai/docs/basket-builder/my-strategies.md): Manage your saved baskets, configure alerts, and deploy to live execution.
- [Static Baskets](https://kalpi.ai/docs/basket-builder/static-baskets.md): Manually construct fixed-composition portfolios by selecting individual stocks and assigning specific target weights.
- [Template Baskets](https://kalpi.ai/docs/basket-builder/template-baskets.md): Deploy expert-built factor portfolios with a single click.
- [Authentication & Profile](https://kalpi.ai/docs/getting-started/authentication-and-profile.md): Secure your account and set up real-time market alerts.
- [Broker Connection](https://kalpi.ai/docs/getting-started/broker-connection.md): Link your existing brokerage account to enable live execution and portfolio sync.
- [Welcome to Kalpi](https://kalpi.ai/docs/getting-started/welcome-to-kalpi.md): Get started with our intelligent quant platform in minutes.
- [Average Return](https://kalpi.ai/docs/performance-metrics/average-return.md): Calculate the mean percentage gain or loss generated across a specific recurring timeframe.
- [Average Trade Profit](https://kalpi.ai/docs/performance-metrics/average-trade-profit.md): Calculate the mathematical expectancy of your strategy on a per-trade basis.
- [Avg. Winning & Losing Trade](https://kalpi.ai/docs/performance-metrics/average-winning-losing-trade.md): Isolate the average size of your profitable executions versus your losing executions to calculate your Risk/Reward ratio.
- [Best & Worst Month](https://kalpi.ai/docs/performance-metrics/best-worst-month.md): Identify the absolute extreme boundaries of your portfolio's monthly performance.
- [Beta Metric](https://kalpi.ai/docs/performance-metrics/beta-metric.md): Evaluate your portfolio's structural volatility relative to the broader market index.
- [Buy & Hold Return](https://kalpi.ai/docs/performance-metrics/buy-and-hold-return.md): Benchmark your active strategy's performance against a passive investment approach.
- [CAGR](https://kalpi.ai/docs/performance-metrics/cagr.md): Measure the smoothed, annualized growth rate of your portfolio over multiple historical cycles.
- [Calmar Ratio](https://kalpi.ai/docs/performance-metrics/calmar-ratio.md): Assess your portfolio's compound annual returns relative to its worst-case drawdown risk.
- [Correlation Matrix](https://kalpi.ai/docs/performance-metrics/correlation.md): Audit the internal diversification of your strategy to ensure your assets are not moving in identical lockstep.
- [Dividend Yield](https://kalpi.ai/docs/performance-metrics/dividend-yield.md): Measure the structural cash-flow generation embedded within your portfolio's asset allocation.
- [Gross Profit & Loss](https://kalpi.ai/docs/performance-metrics/gross-profit-and-loss.md): Break down your absolute capital gains and absolute capital losses before netting.
- [Highest Portfolio Profit & Loss](https://kalpi.ai/docs/performance-metrics/highest-portfolio-profit-loss.md): Track the absolute highest peak and deepest absolute capital trough your portfolio reached during the simulation.
- [Information Ratio](https://kalpi.ai/docs/performance-metrics/information-ratio.md): Measure your strategy's ability to consistently generate excess returns against a benchmark.
- [Maximum Drawdown](https://kalpi.ai/docs/performance-metrics/max-drawdown.md): Measure structural downside risk and evaluate the historical pain-tolerance required for a strategy.
- [Net Profit](https://kalpi.ai/docs/performance-metrics/net-profit.md): Evaluate the absolute baseline monetary return generated by your strategy.
- [Portfolio P/E & P/B Ratio](https://kalpi.ai/docs/performance-metrics/portfolio-pe-pb-ratio.md): Evaluate the aggregated fundamental valuation multiples of your algorithmic strategy.
- [Profit Factor](https://kalpi.ai/docs/performance-metrics/profit-factor.md): Measure the structural profitability of a strategy by comparing gross gains against gross losses.
- [Rolling Returns Analysis](https://kalpi.ai/docs/performance-metrics/rolling-returns-analysis.md): Eliminate endpoint bias by evaluating how your strategy performs across every possible timeframe.
- [RS Ratio & Momentum](https://kalpi.ai/docs/performance-metrics/rs-ratio-and-momentum.md): Evaluate your portfolio's rotational strength and trend velocity relative to the broader market.
- [Scenario Analysis](https://kalpi.ai/docs/performance-metrics/scenario-analysis.md): Stress-test your strategy against historical and hypothetical market 'Black Swan' events.
- [Sensitivity Analysis](https://kalpi.ai/docs/performance-metrics/sensitivity-analysis.md): Verify the robustness of your strategy by shifting input parameters to identify overfitting.
- [Sharpe Ratio](https://kalpi.ai/docs/performance-metrics/sharpe-ratio.md): Evaluate risk-adjusted returns and the efficiency of your portfolio's capital allocation.
- [Sortino Ratio](https://kalpi.ai/docs/performance-metrics/sortino-ratio.md): Evaluate risk-adjusted returns by isolating and penalizing only harmful downside volatility.
- [Total Trades](https://kalpi.ai/docs/performance-metrics/total-trades.md): Review the absolute frequency of transactions executed by your strategy.
- [Treynor Ratio](https://kalpi.ai/docs/performance-metrics/treynor-ratio.md): Calculate risk-adjusted returns based on systemic market risk rather than total absolute volatility.
- [Volatility (Standard Deviation)](https://kalpi.ai/docs/performance-metrics/volatility-standard-deviation.md): Measure the absolute dispersion of your portfolio's returns relative to its average performance.
- [Win Rate](https://kalpi.ai/docs/performance-metrics/win-rate.md): Understand how to interpret the frequency of profitable periods in your backtests and live strategies.
- [Portfolio Backtester](https://kalpi.ai/docs/research-tools/backtester.md): Engineered to stress-test custom asset allocations, simulate rebalancing strategies, and audit institutional-grade risk metrics.
- [Bulk & Block Deals](https://kalpi.ai/docs/research-tools/bulk-block-deals.md): Track massive institutional transactions and high-net-worth market execution footprints.
- [FII/DII Flow Analysis](https://kalpi.ai/docs/research-tools/fii-dii-data.md): Track institutional smart money movement and liquidity cycles across the Indian markets.
- [Indices](https://kalpi.ai/docs/research-tools/indices.md): Track real-time market benchmark performance, fundamental valuations, and systemic risk.
- [Insider Trades](https://kalpi.ai/docs/research-tools/insider-trades.md): Track insider trading patterns, promoter actions, and corporate disclosure activities.
- [IPO Tracker](https://kalpi.ai/docs/research-tools/ipo-tracker.md): Navigate the primary market pipeline, track live bidding interest, and analyze historical listing performance.
- [Market Breadth](https://kalpi.ai/docs/research-tools/market-breadth.md): Gauge the true underlying health of the broader market.
- [Market Events](https://kalpi.ai/docs/research-tools/market-events.md): Stay ahead of the market by tracking critical corporate actions and upcoming earnings schedules.
- [Relative Rotation Graph (RRG)](https://kalpi.ai/docs/research-tools/rrg-analysis.md): Master sector rotation and alpha generation using institutional-grade relative velocity mapping.
- [Seasonality Analysis](https://kalpi.ai/docs/research-tools/seasonality.md): Analyze recurring historical return patterns and monthly market behavior across stocks and indices.
- [Sector Analysis](https://kalpi.ai/docs/research-tools/sectors.md): Track sector performance, institutional capital rotation, and structural trends across the market.
- [Search & Analytics](https://kalpi.ai/docs/stock-research/search-and-analytics.md): Deep-dive into individual stocks with institutional-grade technical, quantitative, and statistical tools.