Wireframe · Portfolio Dashboard

Portfolio Performance — Structure

Desktop layout · 1180px container · dark/light toggle top-right · sections top-to-bottom in story order: result → method → proof → detail

THEME TOGGLE
Hero — left
Headline (display font, 3 lines)
"Every stock. Every exit. Nothing hidden." + tagline + meta pills (stock count · as-of date)
Hero — right
Overall Return Card
Big +13.3% · "₹1 lakh became ₹1,13,324" · pace line (~7 months → +23.4% yearly · 3.3× FD)
Star element — first thing eye lands on
KPI 1
Success rate
19 / 29
KPI 2
Profits banked
+19.1% avg
KPI 3
Best performer
+71.0%
KPI 4
Current holdings
+20.5% avg
KPI 5
Risk control
5% max (gold)
Chart — donut
The Whole Portfolio in One Look
3 buckets: in profit / loss stopped −5% / small dip + legend counts
Chart — 2 bars
Why This Works
Average win (+22.7%, long bar) vs biggest loss allowed (−5%, stub) · "1 win pays 4.5 losses"
Scenario strip
Even a Bad Stretch Stays Profitable
10 blocks (2 WIN +₹2,270 · 8 LOSS −₹500) → net +₹540 pill · source line (kahan se aaya 22.7% / 5%) · "real record 19/29"
Main chart
Every Stock's Result — column chart
29 columns, zero-line, y-axis +20/40/60% · value labels upar · tickers neeche · gold dot = SOLD · hover tooltip (₹1L → ₹X) · click → table
Gold bars
What the 5% Rule Saved
Summary note + 8 horizontal gold bars (BSOFT saved +29.7% … BEL +1.0%) · "now ₹X" beside each
Card 1
GAEL +29.0%
bought → sold → days
Card 2
BAJAJ-AUTO +18.0%
Profits Already Banked (3 green cards)
Card 3
SAIL +10.3%
bought → sold → days
Tile board
Where the Money Works — 17 sector tiles
Tile width = holdings count · color intensity = avg return (green→red) · click = filter table
Data table
Full Portfolio — 29 rows
Toolbar: search · sector filter · status filter · reset · count — Columns: Stock | Company | Buy Date | Buy ₹ | Stop Loss ₹ | Current ₹ | Status chip (HOLD / SOLD·PROFIT / SOLD·−5%) | Return chip | Days · sortable headers · row flash on chart-click
Footer
Disclaimer
Personal portfolio · education only · not investment advice · price as-of date