subodhkolhe

Your portfolio is a fingerprint. Campfire Analyst reads it. Connects to Zerodha, runs a full-stack analysis — sector breakdown, Campfire Vitals scoring, fragmentation audit, actionable task list, and a Portfolio X-Ray that looks inside every mutual fund to reveal your true underlying exposure — and then plays a prediction game: your phone, your car, your hotel tier, all inferred from your holdings. Outputs: campfire-dashboard.html (four-tab visual app), investment.md, taste.md. Trigger on: portfolio review, Campfire Vitals report, investment.md, taste.md, predict me from stocks, campfire analyst, task center, consumer identity, financial health check, portfolio x-ray, look-through analysis.

The 40-year bond bull market is over. Campfire Era scores your portfolio for the new inflationary regime — hard assets, pricing power monopolies, dollar earners, and real infrastructure win; long-duration paper and story stocks lose. Connects to Zerodha live or accepts manual holdings. IER score (0–10) per holding and portfolio overall, five-dimension breakdown, ARJUN war-context layer, ceasefire scenario, time horizon modifier, MF scoring, and The One Trade. Trigger on: campfire era, IER score, inflation era rating, era mismatch, inflation readiness, am I positioned for the new era, rate my portfolio for inflation, which stocks survive rising rates, inflation era champions, deflation era holdovers, bond yield, gold, ceasefire rotation, ARJUN score, war-context portfolio, mutual fund inflation alignment.

Your portfolio has a point of view on the world. Campfire Lens finds it. Pick any market theme — AI inference, China+1 manufacturing, green hydrogen — and Lens maps the full value chain, finds India's position in it, then checks your Zerodha holdings to reveal what you're implicitly betting on, what's missing, and what's at risk. Multi-theme per session. Conviction cards. Overweight and underweight warnings. Thesis drift alerts. Trigger on: campfire lens, value chain, thematic analysis, portfolio themes, what themes am I exposed to, where does my portfolio sit on X, India angle, conviction cards, thesis drift.