Built for Indian Investors
Track Your Entire Portfolio in One Place
One dashboard for everything you invest in — Indian and US stocks, mutual funds, NPS, EPF, fixed deposits, gold and small savings — for you and your family. Sync your brokers or import their statements, and see your real returns and the capital gains tax they carry.
On an iPhone, iPad, Mac or PC, use the web app: the same app in your browser, which you can install to your home screen or dock. Just looking? Explore the sample portfolio — no account needed. Broker sync needs the Android app, because brokers block browser-origin calls and tie API keys to an allowlisted IP — see what works where.
Features
Everything the app does today — no roadmap items.
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Your Whole Portfolio
Indian and US stocks, mutual funds, NPS, EPF, fixed deposits, gold and PPF, SSY and SCSS, with live prices and NAVs, one total, and an allocation chart. Insurance policies are tracked too, with premium reminders.
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Broker Sync or Statement Import
Log in to mStock, Zerodha, Fyers, Groww or Upstox from the Android app, or import their statements — and INDmoney's. Any other broker's file works once you map its columns. Select several files at once; anything already imported isn't added twice.
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Mutual Funds, NPS and EPF from Statements
Import a CAMS or KFintech CAS PDF with its full transaction history, an NPS Statement of Holding, or an EPFO passbook. Fund values use the latest NAVs, and Process SIPs adds each SIP instalment at that day's NAV.
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US Stocks
Statements from Vested, INDmoney, Morgan Stanley at Work and Fidelity, valued in dollars and in rupees, with stock splits handled.
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Returns That Say How Sure They Are
XIRR for each holding, each asset class and the whole portfolio, labelled exact, partial or estimated, and compared with the Nifty 50 and the S&P 500. Cost basis comes from FIFO buy lots.
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Capital Gains and Tax Estimates
Realized and unrealized gains by tax year, with losses set off, the LTCG exemption, 31-Jan-2018 grandfathering and each person's slab rate, and the extra tax if you sold today. Export the year to Excel for your accountant. An estimate, not tax advice.
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Family and Goals
Say who owns each account to see every person's holdings and tax on their own. Set goals, including retirement, and see the monthly SIP each needs, a glide path and a projection.
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Encrypted Backups, Automatically
AES-256 backups locked with your own passphrase, saved as a file, to your Google Drive, or to app cloud storage — on a schedule or after every change, if you like.
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Share with Family
Keep one encrypted portfolio in sync with someone else: invite them with a code, or keep the file in your own Google Drive. They need the passphrase, which you give them yourself.
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Android and the Web
The Android app is on Google Play. On an iPhone, iPad, Mac or PC, the web app runs in your browser and installs like an app. Start with the sample portfolio if you just want to look around.
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Local-First by Design
Your portfolio is kept on your device, and broker credentials in its Keychain or Keystore. Anything you back up to the cloud or share is encrypted with a passphrase we never see. No analytics, no ads.
Simple Pricing
14-day free trial. No payment details needed to start.
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Yearly
₹200
per year
- All features included
- Unlimited broker accounts
- Encrypted backups
- All future updates
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Lifetime
₹2,500
one-time payment
- Everything in Yearly
- Pay once, use forever
- No recurring charges
- Priority support
Payment is a UPI transfer from inside the app. You get 48 hours of access straight away while the payment is verified, so nothing locks up in the meantime.
Get the App
An app for Android, and the web app everywhere else.
Android — the full feature set
Broker login and secure credential storage need the Android app.
iPhone, iPad, Mac and PC — the web app
The web app is the same app, in your browser. You can import a full portfolio — CAS and broker statements, CSV, XLSX, or a backup file — keep it there between visits, and back it up to Google Drive. The one thing it can't do is log in to a broker, so live holdings sync needs the Android app.
Install it to open it like any other app:
- iPhone and iPad — in Safari, tap Share, then Add to Home Screen
- Mac — in Safari, choose File → Add to Dock; in Chrome or Edge, click the install icon in the address bar
- Windows, Linux and ChromeOS — in Chrome or Edge, click the install icon in the address bar
| Capability | Web app | Android app |
|---|---|---|
| Broker login (mStock, Fyers, …) | Not available — CORS and IP restrictions | Works |
| Credential storage | In memory only, lost on refresh | Android Keystore |
| Live prices | Via the site's CORS proxy | Direct |
| Importing a portfolio | Works — CAS and broker statements, CSV, XLSX, and a full backup file | Works |
| Your portfolio after a refresh | Kept in the browser, so it's still there next visit | Kept on the device |
| Google Drive backup | Backup and restore both work; reconnect Drive each session | Backup and restore |
| App cloud backup and automatic backups | Works | Works |
| Sample portfolio, no account | Works | Works |
| Export (file or Drive) | Works | Works |
Get Started in 5 Minutes
Install → sign in → add a broker or import a statement → see your portfolio.
Quick Setup
- Install the Android app from Google Play, or open the web app
- Sign in with Google (14-day free trial, no payment details needed) — or tap Explore with sample data to look around first
- Open Indian Stocks, tap the + tab, and pick your broker
- Choose API Login and enter the credentials your broker's API gives you, or Import Trades and pick its statement files
- Tap Login all to fetch your holdings, then add your mutual funds from Mutual Funds, and NPS, EPF and the rest from Savings & Insurance. Summary shows the lot
Detailed Guides
- Getting Started Guide — full walkthrough plus broker-specific setup for mStock, Fyers, Zerodha, Groww and Upstox
- Data Import Guide — how to export each broker's statement, your CAS, NPS and EPF statements, and the trade cache format
Supported Brokers
- mStock (Mirae Asset) — API (holdings, trades, auto-login), plus its Trade History and Sauda Summary statements
- Zerodha (Kite Connect) — API, which needs Zerodha's ₹2,000/month Kite Connect subscription, plus its trade file. Not yet tested with a real Zerodha account — share feedback if you try it
- Fyers — API (live holdings, auto-login), plus its Order Book CSV for trade history
- Groww — API with an access token from Groww, plus its Stocks order history workbook
- Upstox — API with an access token from Upstox, plus its Trade report workbook
- INDmoney — statement import, for Indian equity and US stocks
- Any other broker — Angel One, ICICI Direct, Kotak, Dhan and the rest: map your file's columns once, and the app reads every file like it
- US stocks — Vested, INDmoney, Morgan Stanley at Work and Fidelity statements