Indian Market Agents — Quant Radar & Portfolio Terminal

📰 Key Macro Headlines

🏛 Government Policy Radar

POSITIVE

🟡 Market Mood & Sector Outlook

Sectors in Focus:

⚠️ WATCH OUT FOR:

⚡ Intraday Volume Shocks & Breakouts

Institutional surges exceeding 2.0x RVOL

📱 Live Telegram Alert Stream

Real-time alerts broadcasted to @stock251319bot

Total Invested Capital

₹0

Sum of (Buy Price × Qty)

Total Positions

Active stock holdings

Top Capital Allocation

Stock Symbol	Buy Price (₹)	Quantity	Invested Amount (₹)	Actions

💼 My Portfolio Actions (Live Telegram Analysis)

Autonomous per-stock conviction evaluation, exit/hold recommendations, and risk rationales.

Total Unrealised P&L: 🟢 ₹6,234

Ticker	Buy Price	Now (CMP)	Unrealised P&L	Agent Action	CCS	Stop Loss	Qty Action	Rationale

💎 FEATURE 12 • INVESTOR GRADE

Wealth Generation Intelligence

Long-term compounding architecture. Bypasses short-term swing-trade panic selling for high-conviction dividend compounders, growth leaders, and infrastructure trusts.

Total Demat Value ₹0 Invested: ₹0

Total Unrealized P&L ₹0 0.0%

            Shielded Compounders
            0
            Saved from swing-trade panic exit
          

Portfolio Scope 0 As of today

🛡️ Shielded Only

💎

Loading Wealth Intelligence...

Compiling thesis evaluation and portfolio protection rules.

📘 Investment Thesis Decision Engine Matrix

Deterministic Protection Rules (Math-Only)

🍇 Dividend Compounder

Rule: Never sell on short-term CCS drops or drawdowns < 25%. Exit only on fundamental thesis breakdown or severe dividend cuts (> 25%). Dip below -5% is tagged as yield accumulation.

🚀 Growth Compounder

Rule: Tolerates cyclical sector rotation pullbacks (-10% to -18%). Never cut losses prematurely on high-ROCE compounders. High gains (+30%) trail dynamic stop loss instead of hard exit.

🏢 Income Distribution (InvIT/REIT)

Rule: Bypasses corporate Debt/Equity hard veto. Regulated transmission and toll assets carry structural leverage. Focuses on distribution yield stability.

🛡️ Index & Commodity Hedge

Rule: Evaluated under macro hedging principles. Ignores equity momentum scoring. Surges (>30%) prompt systematic profit rebalancing into equities.

🍇 Upcoming Ex-Dividend Dates Radar

Advance Settlement Warning (Demat credit required before ex-date)

No ex-dividend dates detected in the immediate 45-day window.

📊 Portfolio Dividend Quality & Yield Table ℹ

Yield spread vs 5Y average & payout ratio sustainability

Symbol	Current Price	Div Yield % ℹ	Annual DPS	Quantity	Projected Annual Income	5Y Avg Yield	Payout Ratio ℹ	Sustainability
Loading dividend intelligence...

🌱 Dividend Reinvestment Plan (DRIP) Compounding Simulator ℹ

Simulate the compounding snowball: Cash Withdrawal vs 100% DRIP Share Accumulation

Select Holding:

Compounding Horizon:

Expected Price CAGR (%):

Expected Div Growth (%):

Select a dividend-paying stock above to run the compounding simulation.

🏢 GICS Sector Allocation & Weight Distribution

Max Safe Concentration Limit: 30% per sector ℹ

Loading sector allocation breakdown...

🔗 Macro & Commodity Factor Correlation Radar ℹ

Detects cyclical clusters (e.g. Coal + Metals + Oil) that crash or rally together

No excessive factor correlation clusters detected.

⚖️ Quarterly Rebalancing & Allocation Nudges ℹ

Mathematical trim & re-allocation suggestions based on concentration ceilings

Portfolio allocation is within safe concentration parameters. No rebalancing needed.

⏳ LTCG Maturation Countdown (< 45 Days Remaining) ℹ

Avoid panic exits on these holdings — holding saves up to 7.5% in capital gains tax

No holdings currently approaching the 365-day LTCG threshold.

📉 Tax-Loss Harvesting Radar ℹ

Identify loss-making holdings to realize and offset capital gains before financial year end

No loss-making positions identified for tax harvesting.

📋 Holdings Holding Period & Capital Gains Breakdown ℹ

Budget 2024 Tax Framework: STCG 20.0% | LTCG 12.5% (>₹1.25L aggregate gain)

Symbol	Quantity	Buy Price	CMP	Days Held	Category	Unrealized P&L	Return %	Est. Tax Liability
Loading tax data...

📅 Pre-Earnings Volatility Radar (≤ 21 Days Ahead) ℹ

Upcoming quarterly corporate results for Demat holdings with volatility guidance

No scheduled quarterly results announced in the next 21 days.

🏢 Sector Competitor Benchmarking Matrix ℹ

Compare your holding against top 3-5 direct sector rivals (P/E, ROCE, D/E, Dividend Yield)

Benchmarking portfolio holdings against direct sector competitors...

🎯 Wealth Milestone & Goal Progress Tracker

Future-value compounding model solving required monthly SIP to achieve each corpus

Loading portfolio goal milestones...

📈 20-Year Compounding Wealth Projections

Expected wealth accumulation curve without further capital vs with SIP compounding

Generating compounding milestones...

🌱 Tactical Value Dip Accumulation & Monthly SIP Plan ℹ

Dynamic capital weights: High FQS + Dip Opportunity triggers 1.5x allocation; extended stocks are paused

Symbol	Current Price	FQS Quality	Entry Zone	RSI(14)	Tactical Stance	Weight	Suggested SIP (₹)	Target Shares
Loading SIP accumulation plan...

+ Add Stock to Desired Watchlist

Current Watched Stocks (0)

Symbol	Investment Notes / Catalyst	Actions

🔔 Live IPO Radar & Market GMP Board

Authoritative live Grey Market Premiums (GMP), subscription demand, and quantitative listing gain verdicts across all Mainboard and SME IPOs.

50 Live IPOs

IPO Name	Type	Price Band	GMP (₹) ℹ	GMP % ℹ	Subscription	Dates (Open – Close)	Listing Date	Verdict

⚙️ Quantitative Engine & Risk Configuration

Tune scoring thresholds, risk management, and execution parameters. Changes are committed to data/agent_config.json and take effect immediately on next run.

🎯 Conviction & Scoring Thresholds

Minimum Conviction Score (CCS): 50/100 40: ⭐⭐ Hold (more recs) | 55: ⭐⭐⭐ Accumulate | 70: ⭐⭐⭐⭐ Buy

Minimum Risk-to-Reward (R:R) Ratio: 1.8:1 1.8: Strict asymmetrical setup (Recommended) | 1.2: Rangebound markets

Maximum Debt-to-Equity (D/E) Hard Veto: 5.0 Companies exceeding this debt ratio are instantly rejected (5.0 allows normal Indian infra/NBFCs)

🧪 Autonomous Shadow Paper Trading

Enable Shadow Portfolio Plugin Autonomously execute simulated buys, trail stop-losses, and book profit

Daily Simulated Buys Limit

Max Open Positions

Strict R:R Protection for Paper Buys Only execute simulated buys that strictly satisfy Minimum R:R

🤖 AI Model Provider (Phase 7)

Active LLM Provider Make sure the corresponding API key secret is present in GitHub repository secrets.

Options Max Pain Minimum Payout Overlay Incorporate NSE option chain strike gravity into conviction scoring

Bearish Macro Safe-Haven Hedging Evaluate GoldBEES and SilverBEES when global/domestic mood is BEARISH

Enable Screening & Discard Transparency (Feature 11) Log shortlisted news stocks, trigger keywords, and rejection reasons to web dashboard and Telegram

💎 Wealth Engine & Risk Ceilings

Enable Wealth Generation Intelligence Module Evaluate 100-pt FQS, intrinsic valuations, DRIP compounding, and tax harvesting

Minimum Fundamental Quality Score (FQS): 55/100 ℹ 75: 🌱 Superior Compounder | 55: ⚖️ Balanced Quality (Default) | 45: ⚡ Speculative Turnarounds

Minimum Margin of Safety Discount: 15% ℹ Discount vs Graham Number / EPV to flag as undervalued (15% recommended)

Max Single-Stock Cap (%): 15% ℹ Max capital in 1 stock (Default: 15%)

Max Sector Cap (%): 30% ℹ Max capital in 1 sector (Default: 30%)

Dividend Radar Min FQS: 55/100 ℹ Minimum quality score for watchlist dividend capture scan

Monthly Discretionary SIP (₹) ℹ Discretionary capital for tactical dip buying

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Live Recommendations & Action Center

ACTIVE RADAR

Actionable setups evaluated by the 100-point conviction scorecard across your custom watchlists, 51-stock NSE liquid core, and active IPOs.

Current Active Filters: Min CCS: 50/100 Min R:R: 1.8:1 Max D/E: 5.0 LLM: Gemini

CCS:

Status:

🎯 Custom Watchlist Priority Recommendations

Stocks added in the Watchlists tab. Evaluated through the 100-point conviction scorecard and risk engine.

Stock	Action	CCS Score ℹ	FQS Quality ℹ	Entry Zone ℹ	Target	Stop Loss	R:R ℹ	Investment Notes / Catalyst	Actions

📈 Core Universe & High-Conviction Setups

Top quant setups meeting or exceeding active threshold (CCS ≥ 50, R:R ≥ 1.8).

Date	Stock	Action	CCS Score ℹ	FQS Quality ℹ	Entry Zone ℹ	Target	Stop Loss	R:R ℹ	Strategy Focus / Catalyst	Charts

🚀 Active IPO Advisory & GMP Intelligence

Applied IPOs and active market issues with real-time Grey Market Premium (GMP) and listing day strategy.

IPO Name	Price Band	Lots	Grey Market Premium	Advisory Recommendation	Status	Listing Date

🔍 Stock Screening & Discard Audit (News Transparency)

Full transparency audit of stocks shortlisted from financial news catalysts, trigger keywords, and the exact mathematical/risk basis for qualification or discard.

Stock / Origin	Status	CCS Score	Trigger / Sector	News Headline & Extraction Source	Discard Rationale / Qualification Basis	Chart

📈

Performance & Trade Audit Dashboard

AUDIT TRAIL

Realized audit trail of closed trades and active simulated positions executed by the quant engine and paper trader. Tracks mathematical win rate, average gains on target hits, and drawdown containment.

Closed Trades Win Rate

0.0%

0 / 0 Targets Hit

Active / Open Setups

Awaiting target or stoploss

Avg Gain (Winners)

+0.0%

Realized gain on target hits

Avg Loss (Stopped)

-0.0%

Risk contained via strict stoploss

Date	Stock	Action	Entry Zone	Target	Stop Loss	R:R	Score	Status

📚

Knowledge Base & Strategy Reference

BEGINNER GUIDE

Zero-jargon financial explanations, quantitative formulas, healthy benchmarks, and direct Profit & Loss impacts for every parameter.

🌍 World Market Intelligence & Opening Bias