Connect your broker accounts directly — no more downloading and uploading CSV files. Your portfolio will sync automatically and stay up to date.
Export your holdings as CSV, XLSX, or PDF from your broker app and upload it on the Dashboard. We support Zerodha, Groww, Angel One, Upstox, and CAMS.
Go to Dashboard to upload →Auto-sync your Zerodha holdings and trades in real-time. No more CSV exports.
Connect your Groww account to automatically import stocks and mutual funds.
Live portfolio sync via Angel One SmartAPI. Holdings update automatically.
Direct integration with Upstox for automated portfolio tracking.
Import your smallcase portfolios with one click. Track all themes together.
Auto-import all your mutual fund holdings from MF Central. Covers all AMCs.
Sync mutual fund holdings from Zerodha Coin alongside your equity portfolio.
Connect your Dhan trading account for automated portfolio sync.
We're building Kite Connect integration first. Leave your number and we'll notify you.