Feature · visibility
Holdings & P&L
Your portfolio in plain English, not jargon
At a glance
- ▸ Progress shown against goals in rupees, not just percentages
- ▸ Realized vs unrealized gains split out clearly
- ▸ Expense ratio drag surfaced in actual rupees per year
- ▸ Tax lot visibility for STCG / LTCG planning
- ▸ One-tap export for your CA at year-end
What it does
Most trading apps show you XIRR and an arrow that’s green or red. That’s useful if you know what XIRR is. For most retail investors, it isn’t.
Sthira’s holdings view answers the questions a layman actually asks:
- “How close am I to my goal?” (rupees out of goal, not %)
- “How much did I actually make this year?” (realized gains, plain rupees)
- “How much am I paying the fund houses to manage this?” (expense ratio × current AUM, in rupees per year, on screen)
- “What will I owe in tax if I sell now?” (STCG / LTCG split by tax lot)
The same data is available in classic jargon-mode for those who want it. The default is plain English.