Your AI financial advisor for ICICI Direct
apisession value from the URLConnect your portfolio and ask me anything about your holdings, P&L, or tax implications.
| Stock | Exchange | Total Qty | Qty >1Yr | Avg Cost | CMP | Value At Cost | Value At CMP | Overall P&L | P/L % |
|---|---|---|---|---|---|---|---|---|---|
| Load your portfolio to see holdings. | |||||||||
Calculates LTCG & STCG from your last 3 years of trades using the FIFO method, with post-budget 2024 Indian tax rates (STCG 20%, LTCG 12.5%, ₹1.25L exempt).
Write your investment plan in your own words — target allocation, risk appetite, conviction holds, exit rules. The chat and daily digest will weigh their suggestions against this instead of giving generic takes.
Breeze's stock codes (RELIND, ZOMLIM…) don't match real NSE/BSE symbols, which blocks Yahoo-based data for your holdings. Download and extract SecurityMaster.zip from ICICI, then upload the two files below to resolve your holdings.