# Introducing Performance curve on Console

**URL:** https://tradingqna.com/t/introducing-performance-curve-on-console/177307
**Category:** Zerodha Feature Announcements
**Created:** [December 20, 2024, 7:33am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307 "2024-12-20T07:33:48Z")
**Posts on this page:** 20
**Page:** 3

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### Author: ![Jason\_Castelino](https://tradingqna.com/user_avatar/tradingqna.com/jason_castelino/32/91357_2.png) [@Jason\_Castelino](https://tradingqna.com/u/Jason_Castelino)
#### Post date: [February 23, 2025, 2:14pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/42 "2025-02-23T14:14:25Z")

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> [@Equity NAV curve feature finally launched](https://tradingqna.com/t/equity-nav-curve-feature-finally-launched/177214/5):
>
> Why is NAV reset to 1000 on Jan 6? I see this issue across all my accounts. @TheGouda

@Ruchi_Porwal

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### Author: ![Ruchi\_Porwal](https://tradingqna.com/user_avatar/tradingqna.com/ruchi_porwal/32/39956_2.png) [@Ruchi\_Porwal](https://tradingqna.com/u/Ruchi_Porwal)
#### Post date: [February 24, 2025, 7:09am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/43 "2025-02-24T07:09:51Z")

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Hi Jason, this appears to be a one-off case. While we will be recomputing the curve sometime next week, we kindly request you to raise a ticket here so we can investigate the cause.

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### Author: ![Jason\_Castelino](https://tradingqna.com/user_avatar/tradingqna.com/jason_castelino/32/91357_2.png) [@Jason\_Castelino](https://tradingqna.com/u/Jason_Castelino)
#### Post date: [February 24, 2025, 5:44pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/44 "2025-02-24T17:44:40Z")

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> [@Ruchi\_Porwal](#):
>
> this appears to be a one-off case.

No. It is not. I have 6 accounts and all the accounts have same problem. I am sure others are facing similar issues.

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### Author: ![Ruchi\_Porwal](https://tradingqna.com/user_avatar/tradingqna.com/ruchi_porwal/32/39956_2.png) [@Ruchi\_Porwal](https://tradingqna.com/u/Ruchi_Porwal)
#### Post date: [February 25, 2025, 6:16am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/45 "2025-02-25T06:16:55Z")

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Let us check and get back on this.

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### Author: ![emrys11](https://tradingqna.com/user_avatar/tradingqna.com/emrys11/32/28667_2.png) [@emrys11](https://tradingqna.com/u/emrys11)
#### Post date: [February 25, 2025, 5:08pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/46 "2025-02-25T17:08:28Z")

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One of my friends has similar issue. His nav dips huge on 31st Dec and then comes back. And nothing as such changed in his account that would have justified this.

This also happened to me. I raised a ticket and got it fixed. He never raised and it’s not fixed. Now I will just wait and see what is the maximum period that stuff like this can remain unfixed. I guess the answer is something like “infinity” but let’s see.

I also suggest you to not raise the ticket from all six accounts. Skip one account. Just see what is going on here.

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### Author: ![Jason\_Castelino](https://tradingqna.com/user_avatar/tradingqna.com/jason_castelino/32/91357_2.png) [@Jason\_Castelino](https://tradingqna.com/u/Jason_Castelino)
#### Post date: [February 26, 2025, 3:56am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/47 "2025-02-26T03:56:57Z")

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> [@emrys11](#):
>
> I also suggest you to not raise the ticket from all six accounts. Skip one account. Just see what is going on here.

I haven’t raised even 1.

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### Author: ![Jason\_Castelino](https://tradingqna.com/user_avatar/tradingqna.com/jason_castelino/32/91357_2.png) [@Jason\_Castelino](https://tradingqna.com/u/Jason_Castelino)
#### Post date: [March 3, 2025, 2:27pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/48 "2025-03-03T14:27:24Z")

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> [@Ruchi\_Porwal](#):
>
> Let us check and get back on this.

A very gentle reminder. 😬

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### Author: ![Ruchi\_Porwal](https://tradingqna.com/user_avatar/tradingqna.com/ruchi_porwal/32/39956_2.png) [@Ruchi\_Porwal](https://tradingqna.com/u/Ruchi_Porwal)
#### Post date: [March 4, 2025, 9:03am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/49 "2025-03-04T09:03:31Z")

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We’ll be running a recalculation for everyone. This will be resolved then. We’ll surely keep you updated.

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### Author: ![Tejendra\_Gauttam](https://tradingqna.com/user_avatar/tradingqna.com/tejendra_gauttam/32/83396_2.png) [@Tejendra\_Gauttam](https://tradingqna.com/u/Tejendra_Gauttam)
#### Post date: [March 11, 2025, 4:53pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/50 "2025-03-11T16:53:18Z")

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@Ruchi_Porwal Why is my Performance Curve having so much spikes recently. The difference between top and bottom is nearly 25-30% over a day. And it’s not a one-offs. My account value hasn’t changed much in these days.

 ![Screenshot_20250311-214306](https://tradingqna.com/uploads/default/original/3X/0/a/0aa64628919f7724fb59bf89e7f28e9b1f7594c1.jpeg)

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<div class="post-metadata">

### Author: ![Ruchi\_Porwal](https://tradingqna.com/user_avatar/tradingqna.com/ruchi_porwal/32/39956_2.png) [@Ruchi\_Porwal](https://tradingqna.com/u/Ruchi_Porwal)
#### Post date: [March 11, 2025, 5:36pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/51 "2025-03-11T17:36:48Z")

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Hey, this is because of MTF positions in your account. This is a known occurrence. A fix is pushed and this will reflect properly in the next version of the curve.

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### Author: ![atanud](https://tradingqna.com/letter_avatar_proxy/v4/letter/a/ba9def/32.png) [@atanud](https://tradingqna.com/u/atanud)
#### Post date: [March 25, 2025, 3:37pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/52 "2025-03-25T15:37:16Z")

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Did you guys implement stock-transfer handling ? I still see the huge jump in the curve.

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<div class="post-metadata">

### Author: ![tallerballer](https://tradingqna.com/letter_avatar_proxy/v4/letter/t/13edae/32.png) [@tallerballer](https://tradingqna.com/u/tallerballer)
#### Post date: [March 26, 2025, 3:32am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/53 "2025-03-26T03:32:52Z")

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Not implemented yet

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<div class="post-metadata">

### Author: ![Ruchi\_Porwal](https://tradingqna.com/user_avatar/tradingqna.com/ruchi_porwal/32/39956_2.png) [@Ruchi\_Porwal](https://tradingqna.com/u/Ruchi_Porwal)
#### Post date: [March 26, 2025, 5:47am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/54 "2025-03-26T05:47:09Z")

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Hi @atanud  
We just launched the latest version of the curve that covers most of the case scenarios. However, implementing stock transfer logic turns out to be a little challenging at the moment, but is on our list of improvements for the curve. We’ll update this thread once we have the implementation in place.

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<div class="post-metadata">

### Author: ![Jason\_Castelino](https://tradingqna.com/user_avatar/tradingqna.com/jason_castelino/32/91357_2.png) [@Jason\_Castelino](https://tradingqna.com/u/Jason_Castelino)
#### Post date: [March 26, 2025, 5:03pm UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/55 "2025-03-26T17:03:26Z")

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> [@Ruchi\_Porwal](#):
>
> We just launched the latest version of the curve that covers most of the case scenarios.

So the data is not from 2020 now?

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<div class="post-metadata">

### Author: ![Infinitum\_Trader](https://tradingqna.com/user_avatar/tradingqna.com/infinitum_trader/32/75719_2.png) [@Infinitum\_Trader](https://tradingqna.com/u/Infinitum_Trader)
#### Post date: [March 27, 2025, 8:44am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/56 "2025-03-27T08:44:52Z")

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@nithin @nithin_kumrr @TheGouda

It’s great to see Team Z aggressively working on the Console. Recently, I noticed developments in the performance curve. Regarding this, I have a few suggestions. Additionally, on the Console dashboard, it would be helpful to display performance analytics similar to those provided by IBKR (refer to the attached screenshot for reference). I believe Team Z can also build such a feature. This would add significant value for investors and traders by providing deeper insights into risk and performance.

 ![Screenshot 2025-03-27 at 13.48.20](https://tradingqna.com/uploads/default/original/3X/b/b/bba26ec37e1b41ed99d982ae82549ea5b486b519.jpeg)  
 ![Screenshot 2025-03-27 at 13.47.05](https://tradingqna.com/uploads/default/original/3X/f/b/fb946fce97ed1edbf5aa86818f8936de41e658ad.jpeg)

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<div class="post-metadata">

### Author: ![Infinitum\_Trader](https://tradingqna.com/user_avatar/tradingqna.com/infinitum_trader/32/75719_2.png) [@Infinitum\_Trader](https://tradingqna.com/u/Infinitum_Trader)
#### Post date: [March 27, 2025, 9:13am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/57 "2025-03-27T09:13:35Z")

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@TheGouda  
Equity value and portfolio trends look quite similar. I think the equity value might be including the cash balance, which could be influencing the overall movement. The cash balance should not be included in equity; instead, the portfolio value should be considered as per NAV.

 ![Screenshot 2025-03-27 at 14.34.03](https://tradingqna.com/uploads/default/original/3X/e/e/ee7403b90d3d9f09fa475c66d9ea43fa452ed0f6.png)

The recent uptrend appears to be due to profits from F&O trading being included in both equity and portfolio values. However, I don’t have any equity holdings except for GOLDCASE ETF, and the mutual fund value is showing correctly.

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### Author: ![nithin](https://tradingqna.com/user_avatar/tradingqna.com/nithin/32/5_2.png) [@nithin](https://tradingqna.com/u/nithin)
#### Post date: [March 27, 2025, 9:42am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/58 "2025-03-27T09:42:23Z")

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> [@Infinitum\_Trader](#):
>
> Additionally, on the Console dashboard, it would be helpful to display performance analytics similar to those provided by IBKR (refer to the attached screenshot for reference). I believe Team Z can also build such a feature. This would add significant value for investors and traders by providing deeper insights into risk and performance.

Yep, on our list of things to do. The most challenging bit was calculating the NAV per day for all the customers.

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### Author: ![nithin](https://tradingqna.com/user_avatar/tradingqna.com/nithin/32/5_2.png) [@nithin](https://tradingqna.com/u/nithin)
#### Post date: [March 27, 2025, 9:45am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/59 "2025-03-27T09:45:28Z")

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> [@Infinitum\_Trader](#):
>
> Equity value and portfolio trends look quite similar.

Ah no

Portfolio = Equity + MF value together.

Yeah, equity value would go up if there is F&O profits.

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<div class="post-metadata">

### Author: ![Infinitum\_Trader](https://tradingqna.com/user_avatar/tradingqna.com/infinitum_trader/32/75719_2.png) [@Infinitum\_Trader](https://tradingqna.com/u/Infinitum_Trader)
#### Post date: [March 27, 2025, 10:12am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/60 "2025-03-27T10:12:54Z")

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> [@nithin](#):
>
> Portfolio = Equity + MF value together.
> 
> Yeah, equity value would go up if there is F&O profits.

@nithin Cash should be treated as part of the portfolio rather than equity, as F&O transactions are cash-settled daily. Equity valuation applies only when actual equity holdings exist.

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<div class="post-metadata">

### Author: ![nithin](https://tradingqna.com/user_avatar/tradingqna.com/nithin/32/5_2.png) [@nithin](https://tradingqna.com/u/nithin)
#### Post date: [March 27, 2025, 10:20am UTC](https://tradingqna.com/t/introducing-performance-curve-on-console/177307/61 "2025-03-27T10:20:47Z")

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> [@Infinitum\_Trader](#):
>
> @nithin Cash should be treated as part of the portfolio rather than equity, as F&O transactions are cash-settled daily. Equity valuation applies only when actual equity holdings exist.

No, the way this is calculated is based on your account value, not just your portfolio value.

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