Stock portfolio tracker for Indian investors
Track NSE and BSE holdings across every broker you use.
Real-time P&L across Zerodha, Groww, ICICI Direct, HDFC Securities, and more — with sector exposure, concentration warnings, and AI-powered contract-note import.
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 a single P&L, sector, and concentration view. That is exactly what Invesh does.
Add each broker as an independent account. Log buys and sells with date, quantity, and price, or upload a contract note / trade ledger PDF and Artha extracts transactions automatically. The tracker computes FIFO-based cost basis, realized and unrealized P&L, and day-over-day changes. You also get a sector exposure view, top holdings breakdown, and concentration warnings when a single stock or sector crosses a threshold you set.
Ask Artha questions like "What's my IT sector exposure?" or "Show me my top 5 winners this quarter" and get instant answers grounded in your own data. Your equity portfolio is also part of the unified Invesh wealth dashboard alongside mutual funds, PPF, NPS, EPF, and US stocks, 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 P&L.
Real-time P&L
Unrealized and realized profit and loss, refreshed automatically so your dashboard matches today's market.
Sector exposure
See how your money is split across IT, banking, pharma, energy, and every other sector — at a glance.
Concentration warnings
Get flagged when any single stock or sector crosses your comfort threshold, so you can rebalance early.
Performance trends
Portfolio growth charts, benchmark comparison, and quarter-over-quarter performance for every account.
Artha AI imports
Upload a Zerodha contract note, a Groww CSV, or an ICICI Direct statement and Artha extracts every trade automatically.
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 parses the transactions. 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 P&L, and they all roll up into a unified equity view.
How are realized and unrealized P&L calculated?
Cost basis is computed using the FIFO method on your trade history. Unrealized P&L uses the latest market price; realized P&L is captured on each sell transaction.
Does the tracker support BSE and NSE?
Yes. Both exchanges are supported, and stocks listed on both are deduplicated into a single holding with consolidated P&L.
Can I see sector-wise exposure?
Yes — a sector allocation chart shows what fraction of your equity portfolio is in IT, banking, pharma, energy, consumer, and so on, updated live with your current market value.
Will I get warned if a single stock becomes too large?
Yes. You can set a concentration threshold and Invesh flags stocks or sectors that exceed it, so you can rebalance before it becomes a problem.