Test holdings profit and loss against its inputs

The contract this flow keeps

The test asserts the inputs and the output separately, which is the only way to tell a stale price from a broken calculation.

• The inputs - twelve shares, an average cost of 1,705.50 and a last traded price of 1,842.15.
• The derived values - invested of 20,466.00 and current of 22,105.80.
• The result - a profit of 1,639.80, which is twelve times the difference between the two prices.
• The losing position - a negative figure with a matching negative percentage badge.

Including a losing position is not padding. Sign handling is a real source of defects, and a P and L display that renders a loss as a gain is worse than one that fails to render at all.

The objective in plain English

The file states the arithmetic explicitly in its third step, quantity times the price delta, so anyone reading it can check the expected figure without recomputing it themselves.

---
mode: testing
url: https://my-testing-repo-main.vercel.app/zerodha-clone-app/holdings?reset=true
max_steps: 40
tags: [zerodha, fintech, portfolio]
---

# Zerodhaa Kyte 17.3: Holdings P&L

Catalog objective: open the holdings and verify the P&L maths on one position.
Key assertion: P&L equals quantity times the price delta.

## Verify the summary
Verify "Total investment" reads "₹54,711.00", "Current value" reads "₹55,483.80" and "P&L" reads "+₹772.80".

## Verify the INFY position inputs
Verify the INFY row shows a quantity of 12, an average cost of "₹1,705.50" and an LTP of "₹1,842.15".

## Verify the INFY P&L arithmetic
Verify the INFY row shows invested of "₹20,466.00", current of "₹22,105.80" and P&L of "+₹1,639.80", which is 12 × (1,842.15 − 1,705.50).

## Verify a losing position is shown as a loss
Verify the HDFCBANK row shows P&L of "₹-867.00" with a net change badge of "-2.53%".

The percentage badge on the losing position is asserted alongside the absolute figure, since a correct amount with a wrong percentage is a common formatting defect.

Assertion by assertion

From the summary down to a single position and its sign.

Checking the summary first and a position last means a discrepancy points at either the aggregation or the row, rather than leaving both suspect.

Putting it in CI

kane-cli testmd run tests/zerodha/holdings-pnl_test.md

Against live prices, capture the last traded price as a variable during the run and assert the P and L against that captured value.

Calculated financial displays are worth pinning to their source. The test.md format covers storing values as variables, and calling an API in the same run covers checking the price the calculation used.