Getting Started

Set up Portfolio Dashboard in 5 minutes.

Quick Start (5 minutes)

  1. Install the App

    On Android, install Portfolio Dashboard from Google Play. It is the version that can log in to a broker.

    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. It imports a full portfolio from statements and backup files, and only lacks broker login. See what works where, and how to install it.

  2. Sign In with Google

    On first launch, you'll see a "Sign in with Google" screen. Your Google account is used for your subscription, and for Google Drive or app cloud backups if you turn them on. Sign in with your Gmail account.

    You get a 14-day free trial — no payment needed to start.

    Just want to look around first? Tap Explore with sample data on the same screen, or open the sample portfolio in your browser straight from here. It needs no account and no sign-in; Exit demo takes you back.

  3. Add Your Broker Account

    Open Indian Stocks and tap the + tab (or the ⋮ menu → Add broker account):

    1. Select your broker: mStock, Zerodha, Fyers, Groww, Upstox or INDmoney — or Other broker (not listed here) for any other
    2. Optionally, say who owns the account, so each person's holdings and tax can be shown on their own
    3. Choose API Login to connect to the broker, or Import Trades to read its statement files instead
    4. For API Login, fill in the credentials the form asks for and a label (e.g. "My mStock"), then save

    See the Broker Setup Guides below for detailed steps per broker.

  4. Login & View Holdings

    On the Indian Stocks screen, tap Login all. This authenticates with each broker's API and fetches your holdings and trades.

    You'll see all your holdings with live P&L, invested value, and current value. Summary adds up everything you hold, across every asset.

    Android app only. Broker login doesn't work in the browser — brokers block browser-origin calls and tie API keys to an allowlisted IP.

  5. Import Trade History (Optional)

    For accurate FIFO cost tracking and capital gains, import your historical trades:

    1. Open the account's tab on Indian Stocks and tap Import Report (or Import in the top bar)
    2. Select one or more statement files exported from your broker — CSV, XLSX or XLS
    3. The app reads each file and says what it added. Re-importing a file, or one that overlaps, adds only what's missing

    See the Data Import Guide for how to export each broker's statement.

  6. Add Everything Else

    Everything else has its place in the menu:

    • US Stocks — import a Vested, INDmoney, Morgan Stanley at Work or Fidelity statement
    • Mutual Funds — Import, the consolidated statement PDF from CAMS or KFintech (its password is usually your PAN followed by your date of birth)
    • Savings & Insurance — NPS (import the Statement of Holding PDF), EPF (import the EPFO passbook PDF), and PPF, SSY, SCSS, fixed deposits, gold, and life and health insurance, entered by hand. Each one you hold is listed by its own name; Add offers the rest
    • Goals & Gains — what you're saving for, and your returns and capital gains
    • Summary → What each person owns — who owns what
That's it. Your portfolio is now set up. The app shows holdings with P&L calculated from your trade history, and Goals & Gains → Returns & Tax shows your returns and capital gains. Tap "Refresh prices" on the Summary anytime to get the latest prices.

Broker Setup Guides

Detailed steps to get the credentials needed for each broker.

mStock (Mirae Asset)

  1. Log in to mstock.com
  2. Go to the Trading API page
  3. Click "Generate API Key" — copy the API Key
  4. Set your Primary IP address to your current public IP (shown at the top of the app's Indian Stocks screen)
  5. Note your TOTP Secret — the secret key from when you set up 2FA (not the 6-digit code)
  6. In the app: Indian Stocks → + → mStock → API Login
  7. On the new account's tab, fill in: API Key, Username, Password, TOTP Secret, Account Label
  8. Tap Save Credentials
IP Address: mStock requires your IP to be allowlisted. If your IP changes (mobile network, ISP), update it on the Trading API page. The app warns you when this happens.

Fyers

  1. Log in to the Fyers API Dashboard
  2. Click "Create App" if you don't have one
  3. App details: Name = anything, Redirect URL = https://127.0.0.1, Type = Web
  4. Copy the App ID (format: XXXXXXXX-100)
  5. Copy the Secret ID
  6. Note your Client ID (Fyers username, e.g., FY12345)
  7. Note your 4-digit PIN
  8. Note your TOTP Secret (base32 key from 2FA setup)
  9. In the app: Indian Stocks → + → Fyers → API Login
  10. On the new account's tab, fill in: App ID, Secret ID, Redirect URI (https://127.0.0.1), Username (Client ID), PIN, TOTP Secret, Account Label
  11. Tap Save Credentials
Trade history: Fyers API login fetches your live holdings. For past trades, import your Fyers Order Book (see the Data Import Guide).
Morning Maintenance: Fyers runs daily updates between 6:00–8:30 AM IST. Data may be unavailable during this window.

Zerodha (Kite Connect)

  1. Go to the Kite Connect Developer Portal
  2. Sign up for Kite Connect (₹2,000/month — Zerodha's requirement)
  3. Create an app → get API Key and API Secret
  4. Note your User ID (e.g., AB1234), Password, and TOTP Secret
  5. In the app: Indian Stocks → + → Zerodha → API Login
  6. On the new account's tab, fill in: API Key, API Secret, User ID, Password, TOTP Secret, Account Label
  7. Tap Save Credentials
Note: Zerodha's Kite Connect API requires a paid subscription (₹2,000/month). This is Zerodha's fee, not ours.
Not yet tested: Zerodha support hasn't been tried with a real Zerodha account. The API login and file import follow Zerodha's published formats, but nobody has run them end to end. If something fails, or the numbers don't match your statement, please share feedback so we can fix it.

Groww

  1. Get an API Key and an Access Token from Groww's trading API page
  2. In the app: Indian Stocks → + → Groww → API Login
  3. On the new account's tab, fill in: API Key, Access Token, Account Label
  4. Tap Save Credentials — the app fetches your holdings and trades
No API access? Choose Import Trades instead and pick your Groww Order history for stocks Excel file. The app shows how to download it (also in the Data Import Guide).
Token expiry: if login starts failing, get a new Access Token from Groww and tap Update Credentials.

Upstox

  1. Create an app on the Upstox developer portal to get an API Key (Client ID) and API Secret, and note its Redirect URI
  2. Generate an Access Token for that app
  3. In the app: Indian Stocks → + → Upstox → API Login
  4. On the new account's tab, fill in: API Key (Client ID), API Secret, Redirect URI, Access Token, Account Label
  5. Tap Save Credentials — the app fetches your holdings and trades
Prefer files? Choose Import Trades and pick your Upstox Trade Excel files, one per financial year. The app walks you through downloading them.
Token expiry: Upstox access tokens expire daily (around 3:30 AM). When login fails, generate a new token and tap Update Credentials.

Tips & Common Questions

What is a TOTP Secret?

It's the base32 secret key (a long string like JBSWY3DPEHPK3PXP) shown when you first enable 2FA — NOT the 6-digit code that changes every 30 seconds.

If you've lost it, disable 2FA in your broker settings and re-enable it to get a new secret.

Where is my Public IP?

The Android app shows it at the top of the Indian Stocks screen, labelled "Your Public IP:". Use this when brokers ask for IP allowlisting.

Multiple Accounts

You can add multiple broker accounts (even multiple accounts from the same broker). Each gets its own holdings section on the main screen.

Backup Your Data

Open You → Backup, pick where to save (a file, Google Drive, or the app's cloud storage) and tap Back up now. Backups are encrypted with your passphrase. Turn on Back up automatically so you don't have to remember.

On a new device: sign in → You → Backup → Restore from a backup → Login all.

To move only your broker accounts, use You → Backup → Advanced → Back up credentials only, then Import credentials file on the other device.

What if Login Fails?

Common reasons: