Private Beta - Indian Equity Portfolios

Know what your portfolio is doing. Actually.

Levyspan gives Indian retail investors the portfolio intelligence that institutional desks take for granted: XIRR, health scores that explain themselves, goals, journals, and clean broker imports starting with Zerodha where available.

Join the waitlist See what's included

app.levyspan.com - dashboard

Portfolio Value

Rs 8.42L

+12.4% XIRR

Unrealised P&L

Rs 74,280

+9.7%

Health Score

+4 pts

Holding	Qty	Avg Cost	P&L
RELIANCE	18	2,410	+8.2%
HDFCBANK	44	1,572	-2.1%
INFY	32	1,428	+14.6%

What Levyspan does

Intelligence your broker doesn't show you

Levyspan starts with records and turns them into a serious portfolio workspace: imports, holdings, returns, risk, goals, journals, and privacy controls.

True XIRR Returns

Annualised returns that account for exactly when each rupee entered and left. Not the flat absolute gain your broker shows.

Portfolio Health Score

A single score from concentration, volatility, liquidity, and drawdown. Pro unlocks the full breakdown with actionable reasons.

Corporate Actions

Splits, bonuses, rights, and dividends tracked automatically. No more manually adjusting average cost after every event.

Flexible Broker Imports

Any broker format can work when Levyspan understands it. If a file cannot be mapped cleanly, the user can review rows manually instead of the import breaking.

Zerodha Import Support

Zerodha support is planned for clean portfolio import flows, with more brokers coming soon. Levyspan is not presented as a Zerodha partner or trading app.

Advanced Analytics Modules

Future ranges, stress tests, drawdown risk, valuation bands, fundamentals, market mood, fragility, and model calibration in one calmer workflow.

Advanced Analytics

Numbers that actually mean something

Raw P&L is not intelligence. Levyspan surfaces XIRR, drawdown history, future range simulations, stress tests, valuation bands, fundamentals, market mood, fragility, and model calibration.

Portfolio XIRR

Strong

12.4%

Annualised, accounting for all cash flows

Max Drawdown

Watch

-18.2%

Peak-to-trough FY24 correction. Recovery: 62 days.

Future Range

10,000 paths

Range

A Monte Carlo view of possible portfolio paths, useful for thinking in ranges instead of single-point forecasts.

Portfolio Health Score

A transparent score assembled from allocation, volatility, liquidity, drawdown risk, and return quality.

Diversification82

Drawdown risk61

Liquidity90

Sector conc.54

Return quality78

Drawdown risk is the weakest signal here. Levyspan explains which part of the portfolio needs review without turning it into a buy or sell instruction.

XIRR PER HOLDING

INFY+14.6%

RELIANCE+8.2%

TATAMOTORS+6.1%

HDFCBANK-2.1%

Pro feature - unlock full breakdown

Market Weather

Summarises market regime, volatility, trend, and warning signs before a user reads deeper simulations.

Future Range

Shows many possible portfolio paths so users think in probability bands rather than one confident forecast.

Drawdown Risk

Translates painful temporary declines into plain-language risk and recovery context.

Stress Tests

Applies broad-market and holding-level shocks to show how fragile the portfolio may be in bad conditions.

Fragility

Finds weak spots such as overdependence on a few holdings, thin data, or unstable return patterns.

Valuation Bands

Frames possible value ranges instead of pretending one target price is the truth.

Fundamentals

Connects uploaded business numbers with portfolio context so price movement is not read in isolation.

Model Calibration

Checks whether previous model ranges were honest, too narrow, too wide, or biased.

Goal Tracking

Your portfolio. With direction.

Most investors have goals: retirement, a house, education, or long-term wealth. Levyspan ties real portfolio performance to real goals. Not projections. Accountability.

Typical tools

-Generic "save Rs X by year Y"
-No progress tracking
-Manual inputs only
-Cannot handle volatility
-No warnings when you fall behind pace

Levyspan

+Goals tied to actual holdings and XIRR
+Live progress by current portfolio value
+Auto-updates from supported broker imports
+Projected date adjusts with portfolio swings
+Warnings when the goal falls behind pace

Retirement Corpus

Set a corpus target. Levyspan tracks your XIRR trajectory and adjusts projected retirement timing when markets move.

Rs 2.4Cr target - On track - 14y 3m

Child's Education Fund

Create a goal with a fixed date. Levyspan shows the XIRR needed and compares it with your actual portfolio rate.

Rs 40L by 2031 - 68% funded

Wealth Milestones

Set milestone amounts and see the exact dates they were reached, plus the holdings that drove the move.

Rs 50L milestone - Reached Apr 2024

app.levyspan.com - goals

Goal

Retirement Corpus

Ahead of pace

TargetRs 2.4Cr

CurrentRs 82L

Required XIRR11.2%

Actual XIRR12.4%

Investment Journal

Think clearly. With your own record.

SEBI investor education repeatedly points investors toward due diligence, understanding risks, preserving transaction documents, and tracking account statements. Levyspan's journal turns that discipline into a product habit.

Decision logWrite why you bought or sold. Levyspan links the note to the trade row and shows the outcome later.

Thesis trackingRecord the thesis per holding. When the position moves, Levyspan surfaces the original reason and asks if it still holds.

Review disciplineSet a review trigger and check whether the business case, risk, or original reason has changed.

Outcome memoryLook back at entries beside later returns so the lesson is tied to the actual portfolio record.

Most investors remember the price. Fewer preserve the reason. Levyspan keeps both in one place.

JOURNAL ENTRY14 Feb 2024

Instrument: INFYBUY 18 @ Rs 1,428

"Added to INFY position. Thesis: margin recovery in H2 FY25 likely underpriced. Management commentary was more constructive than consensus. Comfortable holding 24 months."

Tag: FundamentalConfident

OUTCOME NOW+14.6% - Thesis still valid

How it works

From import to insight in minutes

Import your trades

Use supported broker imports, starting with Zerodha where available, or upload supported files. Unclear rows go to review instead of being guessed.

Review your holdings

Verify quantity, average cost, gain/loss, current price source, broker state, and data quality.

Understand your returns

Compare absolute return, XIRR, Nifty context, FD comparison, sectors, and behaviour.

Act on your score

Use the score breakdown, goals, journal, and advanced analytics to decide what to review next.

Pricing

Simple. Honest. Coming soon.

Free to start. Pro unlocks deeper intelligence.

Free

Rs 0

forever

Holdings overview
Manual CSV import
Basic P&L absolute view
Health score number only
1 portfolio

Pro*

Rs 99

per month - coming soon. Less than a casual snack, for a month of portfolio record-keeping, analytics, and goal context.

Everything in Free
XIRR per holding and portfolio
Health score full breakdown
Corporate actions automation
Goal tracking with XIRR projections
Investment journal
Zerodha import support, more brokers coming soon
Export CSV / PDF

Why Rs 99 can make sense: one month of Levyspan Pro costs less than one avoidable mistake caused by messy records, forgotten theses, or not knowing your true XIRR. The product still stays honest: it gives context, not stock calls.

* Features are subject to change anytime. Prices may change with prior notice. Pricing confirmed before public launch.

Early Access

Built for investors who take their money seriously.

Sign up early and get notified when the app is ready. Follow @levyspan on Instagram for live updates, launch previews, and product progress.

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