Everything you need to track, manage, and grow your wealth in one powerful app.
Dashboard Features
Net Worth TrackingShows total portfolio value (MF + Stocks)
Portfolio SummaryInvested amount, current value, profit/loss, return %, XIRR
Performance ChartHistorical portfolio value over time
Market Prediction CardDaily market predictions
Portfolio Health ScoreHealth assessment of portfolio
Smart InsightsAI-powered nudges and recommendations
Benchmark ComparisonCompare returns vs benchmarks (NIFTY 50)
Financial GoalsView and track financial goals
Refer & EarnReferral program for unlocking AI
Holdings - Mutual Funds
Scheme ListList of all mutual fund schemes
AMC AllocationAllocation by Asset Management Company
Scheme AllocationAllocation by specific schemes
Investment HistoryInvestment history over time
Add TransactionAdd buy/sell/SIP transactions
CAS UploadImport via Consolidated Account Statement
Share HoldingsShare portfolio summary
Search & SortSearch and sort schemes
Holdings - Stocks
Stock Holdings ListAll stock holdings
Stock PerformanceIndividual stock performance
Add Stock TransactionAdd buy/sell transactions
Stock SearchSearch stocks by symbol
Investment HistoryInvestment history over time
Activity / Transactions
Transaction HistoryComplete transaction log
Search & FilterSearch by name, filter by type (BUY/SELL/SIP/TAX)
Add TransactionsManual entry for both MFs and stocks
Export CSVDownload transaction data
Edit/Delete TransactionsModify or remove entries
Goals
Create GoalsSet financial goals with target amount and date
Goal TrackingTrack progress toward goals
Edit/Delete GoalsManage existing goals
Link InvestmentsAssociate investments with goals
AI Chat
Portfolio Q&AAsk questions about portfolio
Session HistoryView past conversations
Current Limitations8 free chats before requiring upgrade
Profile & Settings
Profile ManagementUpdate personal details, PAN, phone
Privacy ModeToggle to hide portfolio values
Biometric LockEnable app lock with biometrics
NotificationsPush notification settings
ThemeLight/Dark mode
PWA InstallInstall as app
Referral CodeApply referral codes
Reset PortfolioDelete all data
Contact SupportGet help
Features FAQ
Common questions about Arthavi's capabilities.
You can import your Consolidated Account Statement (CAS) directly into Arthavi to instantly sync and track all your mutual funds across any broker or platform.
Arthavi provides a unified dashboard that consolidates your CAS mutual fund data alongside your NSE/BSE stock holdings, giving you a complete view of your net worth in a single app.
Arthavi automatically computes your true XIRR based on the actual cash flows of your SIPs and lump-sum investments. No manual Excel formulas needed.
Simply generate your CAS PDF from CAMS or KFintech and upload it securely to Arthavi. The file is processed locally to extract your transactions and is never stored permanently.
The Ask AI feature reviews your holdings, asset allocation, and sector exposure. It provides real-time, smart nudges regarding over-concentration, drawdowns, and answers your specific finance questions.
Your Portfolio Health Score (0-100) is visible on your main dashboard. It is calculated by evaluating your diversification (MF to stock ratio) and risk profile.
The Benchmark Comparison card on the dashboard maps your portfolio's historical performance directly against the NIFTY 50 index to see if you are outperforming the market.
Arthavi uses CAS parsing and manual stock entry, which means you never have to link your demat account, share passwords, or grant read access to your email inbox.
Use the Goal Planning feature to create custom goals, set target amounts and dates, and link specific investments to track your progress over time.
