NSE & BSE · runs on your machine
Consolidate every Indian broker — across all your accounts — into a single dashboard. It runs locally, so your holdings never leave your machine.
The privacy promise
The dashboard reads your broker export, computes everything on your own
computer, and stores it under a local ./data/ folder. The only
outbound network calls are to Yahoo Finance for live prices and
fundamentals — your positions, costs, and account names are never uploaded
anywhere.
data/ folder to reset completelyThe consolidated view
Every account merged into one picture. Height is the measure, colour is the sign — switch the measure and watch the shape of what you own change.
Hover or focus a block to read it. Height = weight in the portfolio; colour = gain or loss, with the sign always printed.
What you get
The consolidated view comes first — then technicals, tax, risk, and analyst layers are there the moment you want them, never dumped all at once.
Every account merges into a single picture. A treemap heatmap sizes each position by value and colours it by profit and loss, alongside allocation by stock and by sector — so concentration and drift read instantly.
Allocation heatmap
Size = value
Colour by P&L, sign-labelled
Holdings table
Search · sort · filter
Per-account breakdown, Excel export
Daily snapshots build a value timeline over time. XIRR computes the moment you add purchase dates, and a benchmark backtest replays your current basket against NIFTY 50, SENSEX, Bank Nifty, or Midcap — honestly labelled for what it is.
Turn on the heavier analysis only when you want it: SMA 20/50/200 and RSI trend signals, 12-month analyst consensus targets with upside, and per-stock fundamentals — P/E, P/B, market cap, beta, 52-week range.
Technical signals
SMA + RSI
Strong Bull → Strong Bear
Analyst targets
Low / mean / high
Buy / Hold / Sell consensus
Stock detail
1-year candlestick
Avg-cost line, news, dividends
A tax view splits LTCG and STCG (using Zerodha's long-term quantity column) with estimated tax and harvesting candidates. A risk view surfaces concentration, top-5 weight, effective holdings, portfolio beta, and sector exposure. Dividends report TTM income and yield per stock.
Tax figures are estimates, surfaced plainly — never dressed up as advice.
Keep a watchlist of stocks you don't own yet — live price, day change, analyst target, saved locally. Set target weights and the rebalance view shows drift and the exact ₹ to buy or sell per holding. It only ever suggests — it never places an order or moves money.
From broker file to full picture
The overview leads with the one figure that matters, then the shape of what you hold. All figures below are illustrative sample data.
Total portfolio value
₹24,86,420
▲ +18.4% · +₹3,86,940 all-time
Invested
₹20,99,480
+₹3,86,940
Day change
₹14,210
▲ +0.57%
XIRR
16.2%
+4.1% vs NIFTY
Top-5 weight
61.4%
9 effective holdings
Open it in about a minute
No setup ritual, no upload. Open the dashboard, hand it a file, and read what you actually own.
Launch dashboard