Consolidated dashboard

The Wealth Dashboard (/app/wealth/dashboard) is the main screen for "what do I own right now". It consolidates everything into one view: live holdings, F&O positions, day P&L, mutual funds, and cash — across every connected broker.

Sections

The dashboard renders differently depending on what data you have.

Broker connected

• Family rollup (top) — combined net worth when ≥ 2 family members are selected in the toolbar
• Snapshot sync button — forces an immediate refresh from the broker
• Risk status strip — shows active risk rules and current breach state (if any rules are configured)
• Index strip — live NIFTY, BANK NIFTY, NEXT 50, MIDCAP 50
• Broker tabs (one per connected broker)
  • P&L card — realised + unrealised + day P&L
  • Positions table — F&O positions with live M2M
  • Holdings table — equity holdings with live valuations

No broker connected

A clean empty state with two buttons:

• Connect a broker — opens the singleton broker login modal
• Try paper trading — jumps to /app/strategy/model for paper portfolios

Day P&L, positions, holdings, margins all require an active broker session. If you don't have one, the banner at the top of the page has a Broker login button that opens the same modal.

Family rollup

If you're part of a family group (see Family groups), the toolbar shows a family switcher. Select multiple members to see their combined net worth — each member's holdings are fetched in parallel and summed at the dashboard level.

Notes

• Live ticker updates require Kite's paid plan (WebSocket feed). On the free plan, prices refresh every 10-15 seconds via REST polling.
• F&O Greeks and payoff diagrams are computed client-side from live prices using Black-Scholes. The model is simple — treat outputs as guidance, not authoritative pricing.
• Margin data comes from your broker's margin endpoint. Some brokers return stale data until your first trade of the day.

Related

• Multi-broker setup — connecting Kite, Upstox, Groww, ICICI Direct
• Mutual funds & CAS — importing MF holdings
• Family groups — multi-account rollup