Compare Indian Portfolio Trackers
See how Arthavi compares against MProfit, INDmoney, Value Research, Dezerv, Kuvera, Zerodha, and Excel. Honest, side-by-side breakdowns on data privacy, CAS statement import, family view, and pricing.
📊 2026 Master Comparison Matrix
| Tracker | Pricing | Privacy / Email Access | CAS Auto-Import | Family Tracking | AI Portfolio Doctor |
|---|---|---|---|---|---|
| Arthavi | 100% Free Forever | 100% Private (No Email Read) | Yes (CAMS & KFintech) | Included Free | Yes (Integrated AI) |
| MProfit | ₹3,500 – ₹7,000+/yr | Local file / Cloud database | Yes (CAS & Contract Notes) | Paid License Only | None |
| INDmoney | Free (Cross-selling loans/cards) | Scrapes Gmail Inbox | Auto-scraped from email | Limited / Single User | Rule-based Insights |
| Value Research | Free / ₹1,990+ Premium | Manual Entry Account | No (Manual Entry) | Manual Folders | None |
| Dezerv | 1%–1.5% AUM (₹50L+ Min) | Advisory Lead-Gen | Yes (Upload for Pitch) | Advisory Based | Human Advisor Pitch |
| Kuvera | Merged into Groww | Groww Broker Account | Yes (Inside Groww) | Family Accounts | None |
| Zerodha Console | Brokerage Account | Broker Logins | No (Zerodha Only) | None | None |
| Excel / Sheets | Free / Heavy Labor | Local File | Manual Data Entry | Complex Custom Tabs | None |
In-Depth Platform Comparisons
Arthavi vs MProfit
Top MProfit AlternativeCategory: Accounting & Multi-Asset
Arthavi is 100% free with a modern web UI, automated CAS PDF upload, and AI insights, replacing MProfit's expensive legacy desktop setup.
Arthavi vs INDmoney
Privacy-First ChoiceCategory: Fintech Super-App
INDmoney requires full read access to your personal Gmail inbox and cross-sells loans/credit cards. Arthavi has zero email scraping and zero data selling.
Arthavi vs Value Research Online
Best for Active TrackingCategory: Fund Research & Ratings
Value Research is great for fund ratings but has a manual tracker with no CAS import. Arthavi imports entire CAS histories in 30s with AI portfolio diagnostics.
Arthavi vs Dezerv
DIY Wealth AlternativeCategory: Managed Wealth Advisory
Dezerv is an expensive wealth manager requiring high minimum capital. Arthavi is a self-directed DIY portfolio doctor with zero commission or advisory fees.
Arthavi vs Kuvera
Top Kuvera SuccessorCategory: Direct Mutual Funds
Following Kuvera's acquisition by Groww, Arthavi offers an independent, privacy-first sanctuary for tracking direct mutual funds without broker lock-in.
Arthavi vs Zerodha Console
Unified Cross-BrokerCategory: Brokerage Back-office
Zerodha Console only shows assets inside Zerodha. Arthavi consolidates your Groww, Zerodha, Upstox, and direct CAMS/KFintech folios into one family dashboard.
Arthavi vs Groww
Independent Health CheckCategory: Discount Broker & Mutual Funds
Groww focuses on transaction execution and pushes in-app products. Arthavi provides unbiased, in-depth portfolio health scoring with zero sales agenda.
Arthavi vs Excel / Google Sheets
Automated UpgradeCategory: Manual Spreadsheets
Spreadsheets break on split transactions, require manual NAV updates, and don't calculate true transaction cashflow XIRR. Arthavi automates it completely.
Why Indian Investors Prefer Arthavi
Traditional trackers in India fall into two problematic categories: expensive, outdated desktop software that costs thousands of rupees each year (like MProfit), or free apps that monetize by reading your Gmail inbox and spamming you with credit cards and loans (like INDmoney).
Arthavi provides the independent third path: 100% free, 100% ad-free, and 100% privacy-first.
🔒 Zero Email Scraping
We never ask for Gmail read permissions. Your personal communications remain 100% private.
⚡ 30-Second CAS Import
Upload your official CAMS/KFintech statement. All folios, SIPs, and NAVs populate automatically.
👨👩👧👦 Multi-Profile Family View
Track portfolios for yourself, spouse, parents, and kids with consolidated family net worth.
🤖 AI Portfolio Doctor
Conversational assistant identifies fund overlaps, sector concentrations, and risk drags in real-time.
Frequently Asked Questions
How does Arthavi make money if it is completely free?
Arthavi is bootstrapped and operates on lean, serverless cloud infrastructure with minimal overhead. Our core portfolio tracker, CAS parser, and family view will always be 100% free and ad-free. We will never sell user data or cross-sell financial credit products.
Can I track both Zerodha and Groww portfolios together?
Yes. When you download a Consolidated Account Statement (CAS) from CAMS or KFintech, it contains your mutual funds regardless of whether you bought them via Zerodha Coin, Groww, Kuvera, or directly from the AMC. For stocks, simply add your holdings to Arthavi to view consolidated XIRR and asset allocation across all brokers.
Is my CAS statement safe when uploaded to Arthavi?
Yes. All uploads are encrypted in transit via TLS 1.3 and at rest with AES-256. We only parse read-only investment statement data to compute your holdings and XIRR. We never share or sell this data to any third party.
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