Stock portfolio tracker for Indian investors
Track holdings across every broker you use.
Invested value, current value and gain across Zerodha, Groww, ICICI Direct, HDFC Securities and more, from the average buy price and current price you enter.
- Free while in preview
- No credit card required
- Set up in 2 minutes
Every Indian equity investor eventually ends up with holdings spread across more than one demat — a Zerodha account for direct trades, a Groww account for a spouse, maybe an older ICICI Direct or HDFC Securities folio from years back. A good stock portfolio tracker should show each account on its own terms and roll them up into invested value, current value, and gain. That is exactly what Invesh does.
Add each broker as an independent account. Record each holding with a symbol, quantity, average buy price, and current price, or upload a contract note / trade ledger and Artha reads it for you to review. The tracker shows invested value at your average buy price, current value from the price you enter, and the gain between them. Update a price and gain recalculates. After a buy or a partial sale, edit quantity and average buy price. If you sell out of a position, delete the holding.
Ask Artha questions like "What's my stock gain?" or "How are my Fixed Deposits performing?" and get answers grounded in your own data. Your equity portfolio is also part of the unified Invesh wealth dashboard alongside Bank Account, Stocks, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF (live today). Coming soon: NPS, Gold, Silver, Property, RD and SSY — so you see your full asset picture, not just equities in isolation.
Built for multi-broker Indian equity investors
Multi-demat, multi-broker
Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, Kotak — each account tracked independently with its own invested value, current value and gain.
Gain from prices you enter
Invested value is quantity × average buy price. Current value is quantity × the current price you enter. Gain is the difference. Update a price and gain recalculates.
Holdings you record
Each position stores a symbol, quantity, average buy price, and current price. A company listed on more than one exchange stays as the holding you entered.
One broker or all of them
Switch between all broker accounts and a single broker sleeve. KPIs and the holdings table follow the account you select.
Invested vs current value
On one account, the chart shows invested value and current value for each holding. On all accounts, you see the portfolio chart.
Artha AI imports
Upload a Zerodha contract note, a Groww CSV, or an ICICI Direct statement and Artha reads the holdings for you to review.
Frequently asked questions
Does Invesh integrate with Zerodha / Groww / ICICI Direct?
Invesh is not a broker-integration product. Instead of an API connection, you upload a contract note or trade ledger (PDF / CSV) and Artha reads it for you to review. This works with any broker.
Can I track multiple demat accounts?
Yes. Add a separate stock account per broker. Each has its own dashboard, and they roll up when you select all accounts.
How is P&L calculated?
P&L is current value minus invested, where current value = quantity × the current price you enter, and invested = quantity × average buy price. Invesh doesn't fetch live market prices.
Can I record NSE and BSE holdings?
Yes. You add each holding with a symbol, quantity, average buy price and current price. Invesh keeps the holding you entered and does not merge the same company across exchanges.
What do I do after I sell shares?
After a buy or a partial sale, edit the holding’s quantity and average buy price. If you sell out of a position, delete the holding. Deleting a holding also removes its activity history. Gain on the dashboard is current value minus invested.
Where do my stocks show up with the rest of my wealth?
Stocks roll into the wealth dashboard with Bank Account, US Stocks, Mutual Funds, Fixed Deposit, PPF and EPF. The dashboard shows total wealth, allocation across those types, and gain.
Start tracking your investments today
Set up takes under 2 minutes. No credit card required.
- Free while in preview
- No credit card required
- Set up in 2 minutes