Why should you track mutual funds and stocks together?
Most Indian investors have mutual funds on one platform (Kuvera, Groww, MFU) and stocks on another (Zerodha, Groww, Angel One). This fragmentation means you can't see your true net worth, real asset allocation, or overall portfolio XIRR. Tracking everything in one place reveals:
- True net worth — See your complete financial picture, not just one slice
- Real asset allocation — Know if you're overexposed to equity or a specific sector
- Accurate XIRR — Calculate your true annualized return across all investments
- Portfolio overlap — Discover if your mutual funds hold the same stocks
How to consolidate your portfolio in 5 steps
Step 1: Download your CAS statement
A Consolidated Account Statement (CAS) is an official SEBI document containing your complete mutual fund history. Download it from:
- CAMS: Visit camsonline.com → Consolidated Account Statement
- KFintech: Visit kfintech.com → CAS
See our detailed guide: How to import CAS from CAMS, KFintech, and NSDL.
Step 2: Upload CAS to Arthavi
Create a free Arthavi account and upload your CAS PDF. The parser extracts all folios, transactions, NAVs, and SIP dates in under 30 seconds. Your password-protected CAS is decrypted locally in your browser — the password never reaches our servers.
Step 3: Add your stock holdings
Search for any NSE/BSE stock and enter your buy price and quantity. You can also upload a CSV for bulk import. Live market prices update automatically.
Step 4: View your unified portfolio
Your dashboard now shows combined mutual fund and stock holdings with net worth, asset allocation, sector breakdown, and true XIRR.
Step 5: Ask AI for insights
Use the Ask AI feature to check portfolio overlap, sector concentration, and get plain-English analysis of your investments.
No broker login. No spam calls. Your data stays yours.
Can I track Zerodha and Groww portfolios together?
Yes. Your CAS statement contains mutual fund holdings from all AMCs regardless of which platform you used to purchase them. Upload it to Arthavi and add stocks from any broker. See our guide: Track Zerodha and Groww portfolios together.
Do I need to give my broker login credentials?
No. Arthavi is a privacy-first portfolio tracker that imports CAS statements, with no broker login. You never share passwords, MPINs, TOTP tokens, or demat credentials. No broker login. No spam calls. Your data stays yours.
Frequently Asked Questions
How to track mutual funds and stocks together in India?
Upload your CAS statement to Arthavi and add stocks. Both appear in a single dashboard with unified XIRR and net worth.
Can I track Zerodha and Groww portfolios together?
Yes. CAS covers all AMCs regardless of broker. Add stocks from any platform to consolidate.
Do I need to give broker login credentials?
No. Arthavi imports CAS statements with no broker login — your credentials are never shared.
How often should I update my portfolio?
Upload a new CAS monthly or after new investments. Stock prices update automatically via live feeds.