Wealth
One view across every broker, every mutual fund, every account.
Wealth is the "what do I actually own right now" product. It pulls holdings, positions, and day P&L from every connected broker, adds mutual fund data from CAS uploads, and gives you a single net worth number — refreshed live during market hours.
What it does
- Multi-broker live snapshot — Zerodha Kite, Upstox, Groww, ICICI Direct. Holdings, positions, margins, day P&L, normalised to one shape.
- Mutual funds + CAS — upload your CAMS or NSDL Consolidated Account Statement PDF 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 "only me" and "everyone" from the toolbar.
- Live ticker — Kite's real-time WebSocket feed streams prices so P&L updates tick-by-tick during market hours (Kite paid plan required; free tier uses 10-15s REST polling).
- Option payoff — Black-Scholes payoff diagrams for your current F&O positions with IV, Greeks, and what-if analysis.
When to use it
- You want one net worth number that isn't split across four broker apps.
- You want to see today's P&L across everything at once.
- You manage multiple family members' portfolios and want a combined view.
- You want to check your margin state before placing a big order.
When NOT to use it
- You're designing strategies or running backtests — that's Strategy.
- You're analysing past trades for patterns — that's Journal.
- You haven't connected a broker and don't have a CAS PDF. Wealth needs data from somewhere.
Sub-pages
| Page | What's there |
|---|---|
| Dashboard | Consolidated view: holdings, positions, day P&L, MF, cash, family rollup |
| Portfolio | Detailed equity holdings with per-symbol P&L over day, week, month, year |
| Positions | Live F&O positions with Black-Scholes pricing, Greeks, and payoff diagrams |
| Orders | Open orders, executed orders, GTT orders across all connected brokers |
| Options | Option chain explorer with IV, payoff simulation, and what-if analysis |
| Watchlists | Symbols you're tracking with quick chart access |
Needs a broker?
Yes — for live data. Wealth's core value is live holdings + live prices, which come from your broker's API. If your broker session is expired, most pages show a "No broker connected" banner with a Broker login button.
Stale snapshot fallback: If you upload a CAS PDF (mutual funds) or tradebook (equity), Wealth can show a stale snapshot with live-priced valuations. You lose real-time updates but still get a net worth number.
Setup
- Connect a broker — browser login, API secret stays on your device.
- (Optional) Upload a CAS PDF — Settings → Data Sources → CAS upload. CAMS or NSDL format, password-protected or plain.
- (Optional) Invite family members — Settings → Family Groups. Each member connects their own broker; you get a combined view.
Next steps
- Consolidated dashboard — the main Wealth page and how to read it.
- Multi-broker setup — connecting Kite, Upstox, Groww, ICICI Direct.
- Mutual funds & CAS — importing from CAMS/NSDL, folio-level analysis.
- Family groups — linking accounts for consolidated view.