Portfolio

Track your investments and performance

Connect Your Broker

Import holdings automatically from Zerodha, Fyers, Groww, and more. Your data stays secure with AES-256 encryption.

No Portfolios Yet

Create your first portfolio to start tracking your investments, or connect a broker to automatically import your holdings.

Connect Broker

Track Holdings

Add stocks manually or import from your broker. See real-time P&L and day changes.

Broker Integration

Connect Zerodha, Groww, Angel One, and more. Auto-sync holdings, positions, and orders.

Sector Allocation

Visualize portfolio composition by sector. Identify concentration risks at a glance.

Performance Tracking

Track invested value, current value, and overall returns across all portfolios.

AI Scanner & Rebalance

AI-powered portfolio health check, rebalance suggestions, and trade journal.

X-Ray Analysis

Deep dive into risk metrics, overlap detection, and benchmark comparison.