Feature Request: Portfolio-Specific Insights & Signals

ScanX Ideas
1

Problem

Currently, Insights → Signals analyse the broader market. While powerful, this makes it harder for users to focus on stocks they already own, which is where most real buy/hold/sell decisions are made.

Proposed Solution

Allow Insights → Signals to be applied directly to Dhan portfolio holdings.

The portfolio would behave like a custom group, similar to how ScanX analyses indices such as the NIFTY 50. All relevant signals and metrics would be shown only for invested stocks, in one consolidated view.

Key Use Cases

:one: Long-Term Investor

  • Track trend, momentum, and risk signals only for owned stocks

  • Identify deteriorating fundamentals or trend breakdowns early

  • Make disciplined hold vs exit decisions without market noise

Value: Better portfolio hygiene and long-term risk control

:two: Swing Trader

  • Quickly spot entry re-additions, trend continuation, or exit signals

  • Focus on capital already deployed instead of scanning thousands of stocks

  • Align portfolio signals with daily / weekly trading routines

Value: Faster decisions, improved capital efficiency

:three: SIP / ETF Investor

  • Monitor momentum and regime shifts for SIP holdings

  • Pause, continue, or increase SIPs based on portfolio-level signals

  • Avoid emotional decisions during volatile market phases

Value: Data-driven SIP management and better timing discipline

Acceptance Criteria

The feature will be considered complete when:

  1. Portfolio Filter

    • Insights → Signals can be filtered to show only Dhan portfolio holdings

  2. Group Behaviour

    • Portfolio acts as a dedicated group, similar to NIFTY 50 or sector groups

  3. Signal Parity

    • All existing signals (trend, momentum, risk, etc.) are available for holdings

  4. Single Consolidated View

    • Signals for all holdings are visible on one screen, sortable and actionable

  5. Real-Time Sync

    • Adding or removing a stock from the portfolio automatically updates signals

  6. Zero Duplication

    • No need to manually create or maintain separate watchlists for holdings

Expected Impact

  • Reduced market noise

  • Faster and clearer portfolio decisions

  • Higher engagement with Insights for active and passive investors

    Thanks

1 Like
2

Hey @arunkushwaha

Yes, this is something which is already on the roadmap, will ensure we move fast on this.

3 Likes