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Understand the Market. Evaluate the Evidence. Own the Decision. Portexa cuts through market noise and transforms data into structured intelligence — bringing together trends, momentum, volume, risk, valuation, and market activity so you can identify what matters and act with confidence. We provide the intelligence. You make the call.

Risk Assessment

Size a position from the capital you are willing to lose: shares to buy, reward : risk, the share of your portfolio at stake and the Kelly fraction.

Understand the Market. Evaluate the Evidence. Own the Decision.
Portexa cuts through market noise and transforms data into structured intelligence — bringing together trends, momentum, volume, risk, valuation, and market activity so you can identify what matters and act with confidence. We provide the intelligence. You make the call.
Profit Portfolio risk

Trade setup

Entry, stop, target and the risk budget.

Position plan

Quantity = risk budget ÷ distance to the stop.

Enter the setupEntry, stop, target, the capital you will risk and your portfolio size.
Reward : risk—— — —
Buy—shares · —
Max loss at the stop—— of the risk budget
Profit at the target—before fees and tax
Share of portfolio—position value ÷ portfolio
Portfolio at risk—risk budget ÷ portfolio
Stop — (—)Entry —Target — (+—)

Trade analysis

  • Risk per share—
  • Reward per share—
  • Kelly fraction—of capital, at a 50% win rate — halve it in practice
  • Position value—

Reward : risk of 2× or better is the usual bar; below 1× the trade loses more than it can win. Keep any one position under 20% of the portfolio, and the amount at risk near 1–2%. Fees and tax are not in these figures — run the Profit calculator for the after-cost result.

Figures follow the trading-fee schedule staff maintain (broker commission slabs, SEBON fee, DP charge, capital-gains tax and dividend TDS) and the latest company data — indicative only; confirm against your broker's contract note. Help & Support