> ## Documentation Index
> Fetch the complete documentation index at: https://kalpi.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Live Strategies

> Monitor real-time performance, track active holdings, and export data for your deployed portfolios.

The **Live Strategies** tab is the final destination in the Basket Builder workflow. Once you click "Invest Now" and deploy a strategy, it moves here so you can track its real-time performance and monitor your live capital allocation.

<Frame>
  <img className="block dark:hidden" alt="Live Dashboard Light" title="Live Dashboard Light" src="https://mintcdn.com/kalpiai/F1Qzj-tXMkEApk2I/images/live-dashboard-light.png?fit=max&auto=format&n=F1Qzj-tXMkEApk2I&q=85&s=03eab93792337689505f4aaa298fe19f" width="2936" height="1762" data-path="images/live-dashboard-light.png" />

  <img className="hidden dark:block" alt="Live Dashboard Light" title="Live Dashboard Light" src="https://mintcdn.com/kalpiai/F1Qzj-tXMkEApk2I/images/live-dashboard-dark.png?fit=max&auto=format&n=F1Qzj-tXMkEApk2I&q=85&s=3ab679dc9aa4a7b88f71d8c5aa55cbb8" width="2934" height="1750" data-path="images/live-dashboard-dark.png" />
</Frame>

## The Dashboard Overview

At the top of the page, you will see your aggregated account metrics across all active algorithmic trades, including your **Total Invested**, **Current Value**, and absolute **Total P\&L**.

Below the aggregate metrics, every active strategy gets its own dedicated card. Each card displays:

* The connected broker executing the trades (e.g., Zerodha, Fyers).
* The exact date the strategy was deployed.
* A high-level summary of the capital invested and the overall percentage returns.

## Portfolio Deep-Dive

To see exactly what is happening under the hood of an active strategy, click the green **View Details** button on any card.

<video src="https://mintcdn.com/kalpiai/F1Qzj-tXMkEApk2I/videos/Screen-Recording-2026-06-03-at-3.27.20-PM.mp4?fit=max&auto=format&n=F1Qzj-tXMkEApk2I&q=85&s=07983e2be2ca16bc386bcba8bf999d58" controls data-path="videos/Screen-Recording-2026-06-03-at-3.27.20-PM.mp4" />

Once inside the details view, you have access to professional-grade tracking tools:

<AccordionGroup>
  <Accordion title="1. Performance Metrics" icon="chart-line">
    The top panel provides a comprehensive overview of the strategy's health. Track your **Total Unrealized Returns** alongside advanced risk metrics like **XIRR (Annualized)**, **Volatility**, **Sharpe Ratio**, **Sortino Ratio**, and **Max Drawdown**.
  </Accordion>

  <Accordion title="2. Holdings & Historic Orders" icon="list">
    The **Holdings** tab provides a real-time table of every instrument currently in the basket. You can view the exact Quantity, Average Price, Last Traded Price, and individual P\&L. Click any column header to instantly sort the data (e.g., sorting by highest returns). You can also toggle to the **Historic Order** tab to review past transactions.
  </Accordion>

  <Accordion title="3. Export Data" icon="download">
    Need to run your own analysis or keep external records? Click the **Export** button in the top right corner to instantly download your strategy's current holding data directly to your device as a spreadsheet.
  </Accordion>
</AccordionGroup>

<Note>
  **Broker Syncing:** The Live Strategies page acts as a mirror to your connected broker. Your P\&L, holdings, and executed orders are pulled directly from your broker account to give you a centralized, institutional-grade view of your algorithmic trades.
</Note>

***

<CardGroup cols={2}>
  <Card title="Analyze Your Portfolio" color="#26BD6C" icon="text-search" href="/docs/analyze/overview">
    Ready to go deeper? Move to the next section to learn how to import and analyze your entire external portfolio.
  </Card>

  <Card title="Broker Connection" color="#26BD6C" icon="link" href="/docs/getting-started/broker-connection">
    Need to link another broker account to run more live strategies? Review the connection guide.
  </Card>
</CardGroup>
