Meera Shah’s portfolio
Demo account XF20417, Vadodara. Stock prices below follow the same simulated feed as the Markets page, so the totals move with them.
- Current value
- Amount invested
- Total profit or loss
- Today
Holdings
Six stocks, held in your CDSL demat account
| Stock | Qty | Avg cost, ₹ | Last price, ₹ | Invested, ₹ | Value, ₹ | Profit or loss | Weight |
|---|---|---|---|---|---|---|---|
| Total |
Check these against your own record: CDSL sends you a consolidated account statement every month, and the same holdings show in CDSL’s easi app under BO ID 12000000XXXXXXXX (demo).
Where the money is
Profit or loss by month
Oct 2025 to Sep 2026
Booked and unbooked together, after charges. Eight of twelve months ended up.
Booked gains this financial year
1 Apr to 30 Sep 2026
| Short-term gains (held under 12 months) | 38,420.00 |
|---|---|
| Long-term gains (held 12 months or more) | 1,12,650.00 |
| Less: brokerage | 0.00 |
| Less: STT, stamp duty, exchange and SEBI fees, GST | −1,184.60 |
| Net booked gain | 1,49,885.40 |
| Estimated tax: short-term at 20%, long-term at 12.5% above ₹1.25 lakh | 7,684.00 |
No long-term tax is due yet: ₹1,12,650 is under this year’s ₹1.25 lakh exemption. Your CA gets this as a download, split by scrip and date.
Monthly SIPs
Debited on the 5th
| Fund | Per month | Invested | Value |
|---|---|---|---|
| Sahyadri Nifty 50 Index Fund24 of 36 paid | 5,000 | 1,20,000 | 1,41,360 +17.8% |
| Narmada Large Cap Fund18 of 36 paid | 3,000 | 54,000 | 62,100 +15.0% |
| Konkan Small Cap Fund12 of 36 paid | 2,000 | 24,000 | 22,940 −4.4% |
Last five trades
Each one has a contract note in your email
| Date | Order | Stock | Qty | Price, ₹ | Amount, ₹ |
|---|---|---|---|---|---|
| 25 Sep | Buy | DCNPHR | 5 | 1,880.00 | 9,400.00 |
| 22 Sep | Sell | GIRLOG | 30 | 602.00 | 18,060.00 |
| 18 Sep | Buy | VNDMTR | 20 | 940.00 | 18,800.00 |
| 15 Sep | Buy | ARVCEM | 10 | 2,790.00 | 27,900.00 |
| 10 Sep | Sell | KTCFDS | 50 | 475.00 | 23,750.00 |