Arthavi: Portfolio Tracker

See Exactly How Your Investments Are Performing Arthavi is a private investment portfolio tracker for Indian investors. Track your mutual funds and stocks together in one clean dashboard — without connecting your broker account. Track your complete portfolio • Mutual funds and stocks in one place • Portfolio value and investment returns • XIRR based on your actual cash flows • Net worth and asset allocation • Portfolio performance over time • Nifty 50 and market benchmarks Track your family’s investments Keep your family’s portfolios organized in one place. • Separate portfolios for family members • Track investments for yourself, parents, spouse, children, or joint accounts • View each family member’s portfolio separately • Understand your family’s overall investment picture Import your mutual fund portfolio Import your mutual fund transactions using CAS statements from CAMS or KFintech and get your portfolio organized in one place. Understand your portfolio Go beyond simply seeing your portfolio value. • Portfolio Health Score • Diversification analysis • Sector and asset allocation • Risk concentration • Mutual fund overlap insights • Performance analysis Ask AI about your investments Use Arthavi's AI assistant to understand your portfolio in plain language. Ask questions like: • How is my portfolio performing? • Which sectors am I most exposed to? • Which mutual funds overlap? • What is my actual return after all cash flows? Track your financial goals Set financial goals and see how your investments are progressing toward them. • Retirement goals • Wealth targets • SIP-based goals • Progress tracking Built for privacy Your investment portfolio should belong to you. • No broker login required • No ads • No selling your data • Read-only portfolio tracking • Secure data handling Arthavi is built specifically for Indian investors and supports Indian stocks and mutual funds. Track. Understand. Improve. Download Arthavi and get a clearer view of your investments. Arthavi is a portfolio tracking and analysis tool. It does not provide personalized investment advice.