Professional portfolio management system for Indian markets with advanced leverage tracking, dual P&L display, and real-time analytics.
Minting is a modern portfolio tracker designed specifically for Indian traders who need advanced features like leverage tracking, dual P&L calculations, and real-time analytics across multiple market segments.
Key Differentiators:
- 💪 Position-level leverage tracking (Fixed ₹ or Multiplier)
- 📊 Dual P&L display (Stock performance vs. Actual returns)
- 🎲 Mock live pricing for offline testing
- 📈 Portfolio health scores (4 metrics)
- 🎨 Beautiful dark theme with smooth animations
- Cash - Equity delivery trading
- Futures - F&O with automatic lot size handling
- Options - CE/PE with strike prices and expiry
- MCX - Commodities (Gold, Silver, Crude, etc.)
Track leverage two ways:
- Fixed Amount: "I deployed ₹5 lakhs" → Auto-calculates multiplier
- Multiplier: "I took 5x leverage" → Amplifies P&L automatically
See both what the stock did AND what you actually made:
Stock moved: +22.93% (Actual Performance)
You made: +121.89% (With 5.3x Leverage) 🚀
- Test offline with realistic price movements
- Auto-refresh every 1 minute during market hours
- Toggle between mock and real Yahoo Finance API
- Quality Score - Segment diversity & performance
- Momentum Score - Percentage of profitable positions
- Diversification Score - Concentration risk analysis
- Risk Score - Leverage exposure assessment
- Portfolio value trend (30-day line chart)
- Segment allocation (pie chart)
- Smart recommendations based on portfolio analysis
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Clone the repository:
git clone https://github.com/serveshjain/Minting.git cd Minting -
Open in browser:
# Just open index.html in your browser open index.html # Mac start index.html # Windows
-
Start using:
- Click "Add Position"
- Enter your trades
- Watch mock prices update!
No npm install, no build process - just open and use! ✨
-
Connect to Netlify:
- Go to netlify.com
- Click "New site from Git"
- Choose GitHub → Select this repository
-
Configure:
- Build command: (leave empty)
- Publish directory:
. - Functions directory:
netlify/functions
-
Deploy!
- Every push to
main= auto-deploy - Get your live URL
- Every push to
-
Enable Real Pricing:
- In
index.html, change line 133:
const [useMockPricing, setUseMockPricing] = useState(false); // ↑ false for production
- In
Complete documentation available in /docs:
- Project Overview - Features and architecture
- Data Models - Complete data structures
- P&L Calculations - Formulas with examples
- UI Designs - Layout specifications
- Implementation Plan - Development roadmap
- User Requirements - Requirements and decisions
Portfolio overview with dual P&L display
Health scores, charts, and recommendations
Leverage and charges tracking
- Frontend: React 18 (CDN) + Babel
- Charts: Recharts
- Styling: Custom CSS with CSS Variables
- Backend: Netlify Functions (Serverless)
- API: Yahoo Finance
- Storage: localStorage (Client-side)
- Deployment: Netlify (Free tier)
No build process required! Everything runs directly in the browser.
Trade: NIFTY 25000 CE
Entry: ₹150.50
Exit: ₹185.00
Capital: ₹2,00,000
Leverage: 5.32x
Results:
┌─────────────────────────────────────┐
│ Actual Gain (Option Movement) │
│ +22.93% ✅ │
│ Raw P&L: ₹8,625 │
└─────────────────────────────────────┘
┌─────────────────────────────────────┐
│ Leveraged Returns (Your Capital) │
│ +121.99% 🚀 │
│ Net P&L: ₹45,885 │
│ ROI on ₹2L = 121.99% │
└─────────────────────────────────────┘
Minting/
├── index.html # Main application (Phase 3)
├── netlify.toml # Netlify configuration
├── netlify/
│ └── functions/
│ └── getLivePrice.js # Yahoo Finance API wrapper
├── docs/ # Complete documentation
│ ├── 01-project-overview.md
│ ├── 02-data-models.md
│ ├── 03-pnl-calculations.md
│ ├── 04-ui-designs.md
│ ├── 05-implementation-plan.md
│ └── 06-user-requirements.md
└── README.md # This file
- ✅ Add positions (all segments)
- ✅ Edit prices manually
- ✅ Close positions with P&L summary
- ✅ Delete positions
- ✅ Segment filtering
- ✅ Mock live pricing (offline testing)
- ✅ Auto-refresh (1-minute intervals)
- ✅ Manual refresh
- ✅ Market hours detection
- ✅ Real Yahoo Finance API (when deployed)
- ✅ 4 portfolio health scores
- ✅ Portfolio value chart (30 days)
- ✅ Segment allocation chart
- ✅ Smart recommendations
- ✅ Historical tracking
- ✅ Leverage tracking (Fixed ₹ / Multiplier x)
- ✅ Charges tracking (Fixed ₹ / Percentage %)
- ✅ Dual P&L display
- ✅ Lot size handling
- ✅ Holding period calculation
- Core position management
- Leverage tracking
- Dual P&L calculations
- Mock live pricing
- Portfolio analytics
- Charts and visualizations
- Data export (CSV/Excel)
- Advanced filtering
- Price alerts
- Tax reporting (STCG/LTCG)
- Broker statement import
- Multiple portfolios
- Mobile app
- Real-time notifications
- Social features
Contributions are welcome! Here's how:
- Fork the repository
- Create a feature branch:
git checkout -b feature/amazing-feature - Commit changes:
git commit -m 'Add amazing feature' - Push to branch:
git push origin feature/amazing-feature - Open a Pull Request
- Follow existing code structure
- Test thoroughly with mock pricing
- Update documentation
- Use meaningful commit messages
This project is licensed under the MIT License - see the LICENSE file for details.
- Yahoo Finance for price data API
- Netlify for free hosting and serverless functions
- React Team for an amazing framework
- Recharts for beautiful charts
- Indian Trading Community for inspiration
Developer: Servesh Jain
GitHub: @serveshjain
Repository: Minting
Important: This is a portfolio tracking tool, not investment advice.
- Past performance doesn't guarantee future results
- Trading involves risk - you can lose money
- Do your own research before trading
- Leverage magnifies both gains AND losses
- Use at your own risk
This tool is for tracking purposes only. Always verify with your broker statements.
If you find Minting useful:
- ⭐ Star this repository
- 🐦 Share with fellow traders
- 🐛 Report bugs or issues
- 💡 Suggest new features
- 🤝 Contribute code
Built with ❤️ for Indian traders
Made in India 🇮🇳 | For Indian Markets 📊 | Open Source 🔓
Last Updated: January 29, 2026
Version: 3.0 (Phase 3 Complete)
Status: Production Ready 🚀