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Indian traders and investors do not lack information.

They lack a mirror.

Every broker, every statement, in one journal — and then the part nobody does: your trades read back to you, graded against the rules you wrote, compared only with your own earlier self.

Investing has three dimensions

Valuation

What is worth buying?

About the instrument

Heavily served

Technicals

When should I buy it?

About the instrument

Heavily served

Behaviour

Did I do what I said I would?

About you

Essentially unserved

Nobody serves it because nobody holds the data.

Valuation data is sold. Price data is sold. Your own conduct sits scattered across broker statements that nobody reads back to you — so the one dimension you fully control is the one you cannot see.

Broker statements scattered on the left, every one of them converging into a single journal on the right.
6 statements, scatteredOne journal

Winners cut. Losers held. 3 times over.

Share of an IPO holding sold within one week, by how it was doing — SEBI, across 144 IPOs

67.6%

Up over 20%

sold the winner

23.3%

Down

held the loser

This is the market's number. The product shows you yours.

What it does

Every broker, one journal

Every broker, one journal

Intraday, positional, holdings and F&O reconciled together.

The chart as it was

The chart as it was

Computed only from bars up to your entry. No hindsight.

Graded against your rules

Graded against your rules

The ones you wrote, checked on every trade.

Habits, in your numbers

Habits, in your numbers

Early exits, revenge entries, the stop that keeps moving.

The numbers behind this
  • Lost money in F&O, FY2687.7%
  • Losses that came from options92%
  • Lost money trading intraday cash~70%
  • IPO shares sold inside a week54%
  • Lost two years running, then lost again~90%

₹3.85 lakh crore of net losses across FY22–FY26 in derivatives alone; the average loss per person rose to ₹1.17 lakh even as the total fell. The IPO row carries no leverage and no expiry — long-only investors, behaving the same way.

Structure changes behaviour — the proof already exists SIP assets held over five years went from 12.3% to 31% between March 2021 and March 2026, while assets held under a year fell from 37% to 21.1%. Give people a mechanism and behaviour improves. Nobody has ever given you one for the trades you place yourself.

What you would seeIllustrative

Your month — Positional

ZerodhaGrowwDhanCAS holdingsSpreadsheet

In July you followed your rules on 39 of 48 checks — 81%, up from 68% in May.

  • Hard stop-loss at 7%broken most7 / 12
  • Max 5 new positions per weekkept12 / 12
  • No entry below the 50-day EMAkept11 / 12

AI Coach

Across 14 trades you exited a winner after a 9% gain on average, and held a loser 31 days. The stop you wrote was reached on 5 of those 12 — and held on 2. This describes your record; it is not advice.

Illustrative figures. Not a real account, and not anybody's result.

Sources

  • Loss rates, options concentration, repeat-loss and same-day-expiry figures: SEBI, study of the profitability of individual traders in the equity derivatives segment (FY25–FY26) and the accompanying press release, August 2026.
  • Disposition-effect and IPO holding figures: SEBI study of investor behaviour across 144 IPOs listed April 2021 to December 2023.
  • SIP holding-period shares: AMFI data, March 2021 and March 2026.
  • All figures are as published by SEBI and AMFI. None of them are ours.
Is any of this financial advice?

PortfolioMirror is educational only. It is not registered with SEBI as an investment adviser, a research analyst or a portfolio manager, and nothing in the product is financial or investment advice, a recommendation, or an offer to buy or sell any security. Analysis is produced by AI from your own data, describes what that data shows, and can be wrong. Consult your financial advisor before investing or trading. Past performance is not a guarantee of future results.