Track Mutual Funds & Stocks together in one privacy-first dashboard. Ask AI questions like "Am I over-exposed to banking?" or "Compare my returns with Nifty 50." No demat linking. No ads. Just clarity.
Free • No demat linking • No credit card
No complex setup. No bank passwords required.
Upload Your CAS
Export your Consolidated Account Statement PDF from CAMS or KFintech and upload it. We parse it securely to track all your mutual funds.
Add Your Stocks
Search and add your equity holdings from NSE/BSE. Live price updates keep your portfolio accurate without linking any broker account.
Ask AI Anything
Once your portfolio is set up, just ask Arthavi AI — "What is my XIRR?", "Am I over-diversified?" — and get instant, data-driven answers.
Built for the serious Indian retail investor who values data over noise.
Security & Privacy
Arthavi follows a privacy-first architecture designed to minimize data exposure. We do not profile users, sell insights, or share portfolio data.
Mutual Fund Analytics
Import CAS PDFs from CAMS & KFintech in minutes. Transactions are parsed locally and validated for accuracy.
Stock Portfolio
Manual equity tracking for full control. Add stocks with purchase date, quantity, and price for realistic returns.
Unified Dashboard
A single net worth view bringing all assets together. See total wealth and performance trends instantly.
Goal Planning
Tie investments to real life. Measure portfolio progress against specific financial goals, not just market indices.
Modern Architecture
Engineered for speed and data integrity. We avoid legacy bloat to ensure fast analytics as your portfolio grows.
The only portfolio tracker in India with a smart AI that actually knows your holdings. Ask anything about your mutual funds, stocks, XIRR, or sector allocation.
Arthavi AI isn't a generic chatbot — it reads your actual portfolio data, runs analysis, and gives you actionable answers in plain English.
AI calls your live portfolio data — not sample data. Answers are based on your actual holdings and transactions.
AI fetches live stock prices, fund NAVs, and market trends to keep answers current.
Arthavi AI focuses on Mutual Funds and Indian Stocks — no noise from crypto, US stocks, or irrelevant markets.
Most portfolio tracking apps are built to sell products or show ads. Arthavi is built for investors who want clarity, accuracy, and privacy — without hidden incentives.
| Feature | Arthavi | Typical Apps |
|---|---|---|
| Ads | ❌ No ads | ✅ Ads & promotions |
| Data Monetization | ❌ Never | Often unclear |
| Broker Dependency | ❌ None | Usually required |
| Trade Execution | ❌ No | Often yes |
| Analytics Focus | ✅ Core focus | Secondary |
| CAS PDF Support | ✅ Yes | Limited / mixed |
| XIRR Accuracy | ✅ Cash-flow based | Often simplified |
| Privacy Mode | ✅ Yes | Rare |
| Read-Only Safety | ✅ Guaranteed | Not always |
| Ask AI Assistant | ✅ Included | ❌ Rare / Premium |
Ad-Free by Design
Arthavi does not rely on advertisements or sponsored products. This ensures analytics remain unbiased and focused purely on user data.
No Data Selling
User portfolio data is sensitive. Arthavi does not sell, rent, or share financial data with advertisers or third parties.
No Broker Lock-In
Unlike platforms tied to brokerage accounts, Arthavi allows investors to track portfolios independently, without forced integrations.
Analytics, Not Advice
Arthavi provides portfolio analytics only. It does not offer investment advice, recommendations, or trade execution.
Ask AI Assistant
Chat with your data. Get instant answers about your XIRR, performance, and allocation without complex reports.
Disclaimer: Arthavi is an analytics platform and does not provide investment advice or execute trades. Comparisons are based on publicly observable features and common industry practices.
Arthavi is intentionally built without conflicts of interest. We do not earn from commissions, referrals, or sponsored products — which means insights remain unbiased and user-centric.
No Broker Integrations
We remain neutral and independent by not connecting deeply with brokers.
No Order Execution
A read-only platform ensures zero financial risk to your actual capital.
No Sponsored Rankings
You won't find "promoted" funds here. Just your data.
No Dark Patterns
Clean, transparent design without manipulative UI tricks.
Arthavi operates strictly as a read-only analytics platform. It cannot place trades, move funds, or interact with external broker systems.
End-to-End Encryption
Applied at rest and during transmission.
Read-Only Safety
Zero risk of accidental trades or transfers.
Biometric Lock
Optional app lock for extra privacy.
Data Reset
Full data wipe available anytime.
Educational guides to help you manage your wealth better.
How to Track Your Mutual Fund Portfolio (Without Broker Access)
Guide • 5 min read
Stop relying on screenshots. Learn the reliable, privacy-first way to track SIPs and total net worth using CAS statements.
Ask AI: Your Personal Investment Assistant
Feature Spotlight • 3 min read
Chat with your portfolio. Get instant answers on XIRR, asset allocation, and performance without complex reports.
We believe Indian investors deserve a privacy-first way to track their wealth. No ads, no hidden commissions—just clear analytics for your mutual funds and stocks.
Read Our Story →Take control of your investments with a platform designed for clarity, accuracy, and privacy.
No ads. No data selling. Just better decisions.
Most Indian investors hold mutual funds across HDFC, SBI, Mirae, and Parag Parikh — and stocks across Zerodha, Groww, or Angel One — but don't have a single place to see their true net worth. Arthavi solves this by letting you import your CAS (Consolidated Account Statement) from CAMS or KFintech to get all mutual fund data, and manually add your equity holdings from any broker.
Unlike apps like Groww or Kuvera that push you to transact through them, Arthavi is a privacy-first, read-only analytics platform. You get accurate XIRR calculations based on actual cash flows (SIPs, lumpsum, redemptions), AMC-wise allocation charts, and portfolio overlap analysis — all without sharing your broker credentials.
Arthavi's Ask AI feature is purpose-built for Indian investors. You can ask it: "Do my mutual funds overlap with each other?", "Is my portfolio too concentrated in banking stocks?", or "How has my XIRR compared to Nifty 50 over 3 years?" — and get real, data-backed answers in seconds. This is not a generic AI; it has read-only access to your actual portfolio data.
