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🚀 Getting Started

Set up Portfolio Dashboard in 5 minutes.

Quick Start (5 minutes)

1

Install the App

Download for your platform (Android APK, iOS via TestFlight, or macOS). Or build from source.

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 real-time P&L, invested value, and current value.

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 will show 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.

đŸĻ mStock (Mirae Asset)

  1. Log in to mstock.com
  2. Go to 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
⚠ī¸ 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.

đŸĻ Fyers

  1. Log in to 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
⚠ī¸ Morning Maintenance: Fyers runs daily updates between 6:00–8:30 AM IST. Data may be unavailable during this window.

đŸĻ Zerodha (Kite Connect)

  1. Go to 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.

đŸĻ 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/website
  4. In the app: Settings → Import CSV Trades → select the file
ℹī¸ Real-time 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:

← Home Data Import Guide →