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How to Track Everything in 3 Steps using Arthavi

Setting up a comprehensive portfolio tracker used to be hard work. You either spent hours entering data into Excel or risked your privacy by giving apps your email password.

Arthavi changes that. We have designed a setup process that is fast, secure, and automated—without ever asking for your banking credentials.

Here is how you can get a complete view of your wealth in under 5 minutes.

Step 1

Upload Your CAS

Instead of asking for your email password, Arthavi asks for your CAMS/KFintech CAS file.

Why this is better:

  • Privacy: You control the file. We don't touch your email.
  • Accuracy: The CAS contains every transaction since you started investing.
  • Completeness: It includes funds from all brokers (Zerodha, Groww, Coin, etc.).

Micro-Step: Just download the PDF from CAMS, drag and drop it into Arthavi, and enter the password. Our engine parses it legally and securely in your browser.

Step 2

Add Your Stocks

For your direct equity holdings, you don't need to link your broker account directly.

You have two easy options:

  1. Bulk Import: Upload a CSV file from Zerodha, Upstox, or Angel One.
  2. Manual Add: Just search for "Reliance" or "TCS", enter the quantity and average price.

Once added, Arthavi fetches real-time prices from NSE/BSE, so your portfolio value is always current.

Step 3

Get Insights with "Ask AI"

Now that your data is in, the magic happens. Arthavi doesn't just show you a table of numbers. It lets you talk to your data.

Try asking the AI Assistant:

  • "What is my exposure to banking stocks?"
  • "What is the XIRR of my SIPs started in 2024?"
  • "How much dividend did I earn last year?"

This transforms your static data into actionable investment intelligence.

Ready to Start?

It takes less time to set up Arthavi than it does to make a cup of chai.

Start Tracking Now