Wealth
One view across every broker, every fund, every account
Wealth gives you a single number — your real net worth — across Zerodha, Upstox, Groww, ICICI Direct, and any mutual fund holdings you've imported. Connect a broker for live updates during market hours, or upload a CAS PDF for a snapshot you can refresh whenever.
Family groups roll up multiple accounts (yours, spouse, parents) into one consolidated view, with per-member breakdowns when you need them. Day P&L, holdings, F&O positions, asset allocation, and option payoff diagrams — all in one place, all live-priced when the market is open.
Multi-broker live snapshot
Zerodha, Upstox, Groww, ICICI Direct. Holdings, positions, margins, day P&L — normalised to a single shape and refreshed live during market hours.
Mutual funds + CAS
Import your CAS PDF (CAMS or NSDL) and get folio-level holdings, NAV-priced valuations, and per-scheme XIRR alongside your equity positions.
Family rollups
Link accounts across family members for a consolidated net worth view. Switch between individual and combined views from the toolbar.
All pages
Dashboard
Consolidated net worth, day P&L, holdings, positions, MF — all on one screen.
Portfolio
Detailed equity holdings with per-symbol P&L over day, week, month, year.
Positions
Live F&O positions with Black-Scholes pricing and payoff visualisation.
Orders
Open orders, executed orders, GTT orders across all connected brokers.
Options
Option chain explorer with IV, payoff diagrams, and what-if analysis.
Watchlists
Symbols you're tracking with quick chart access and alert hooks.