Getting Started

Set up Portfolio Dashboard in 5 minutes.

Quick Start (5 minutes)

  1. Install the App

    Broker sync needs a native build: Android (APK), iOS (TestFlight) or macOS. There is no public store listing yet — email problemsolverdeveloper@gmail.com for a download, or build from source.

    No broker account to connect, or just want to start from a statement? The browser version runs the same app and can import a full portfolio — it only lacks broker login. See what works where.

  2. Sign In with Google

    On first launch, you'll see a "Sign in with Google" screen. This is used for cloud backup and subscription management. Sign in with your Gmail account.

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

  3. Add Your Broker Account

    Go to Settings (bottom tab or sidebar) → Add Account:

    1. Select your broker (mStock, Fyers, Zerodha, or Groww)
    2. Fill in the required credentials (API key, username, password, TOTP secret)
    3. Give it a label (e.g., "My mStock")
    4. Tap Add Account

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

  4. Login & View Holdings

    Go to the Holdings screen → tap the Login icon (top right). This authenticates with your broker's API and fetches your portfolio.

    You'll see all your holdings with live P&L, invested value, and current value.

    Native 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, import your historical trades:

    1. Go to Settings → Import CSV Trades
    2. Select a CSV file exported from your broker
    3. Review the import summary → tap Import

    See the Data Import Guide for supported formats.

That's it. Your portfolio is now set up. The app shows holdings with P&L calculated from your trade history. Tap "Refresh Holdings" anytime to get the latest data.

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 in the app's Settings screen)
  5. Note your TOTP Secret — the secret key from when you set up 2FA (not the 6-digit code)
  6. In the app: Settings → Add Account → select mStock
  7. Fill in: API Key, Username, Password, TOTP Secret, Label
  8. Tap Add Account
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: Settings → Add Account → select Fyers
  10. Fill in: App ID, Secret ID, Redirect URI (https://127.0.0.1), Username, PIN, TOTP Secret, Label
  11. Tap Add Account
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: Settings → Add Account → select Zerodha
  6. Fill in all fields → tap Add Account
Note: Zerodha's Kite Connect API requires a paid subscription (₹2,000/month). This is Zerodha's fee, not ours.

Groww

  1. Groww does not currently offer a public trading API
  2. Use CSV Import to import your Groww trade history
  3. Export trades from the Groww app or website
  4. In the app: Settings → Import CSV Trades → select the file
Live holdings sync is not available for Groww. Use CSV import for historical data.

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 app shows it in Settings → "Your Public IP" card at the top. 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

Go to Settings → Export Credentials File (encrypted with your passphrase) and Export Trade Cache. Save these to your Google Drive folder for cross-device access.

On a new device: Import Credentials File → Import Trade Cache → Login All.

What if Login Fails?

Common reasons: