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Track Mutual Funds & Stocks with
Privacy-First Analytics

Arthavi is built for investors who want clarity, not commissions. Track mutual funds and stocks together to understand your true net worth, using privacy-first analytics based on real cash flows. No ads. No noise. Just accurate numbers.

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Free • No demat linking • No credit card

Arthavi Analytics Widgets showing net worth, asset allocation and goals
Net worth dashboard showing consolidated mutual fund and stock performance for Indian investors, including XIRR-based returns and AMC allocation.
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Get Started in Minutes

No complex setup. No bank passwords required.

1

Upload CAS

Export your generic CAS PDF from CAMS or KFintech and upload it. We parse it locally to value your mutual funds.

2

Add Stocks

Search and add your equity holdings. We fetch the latest prices from NSE/BSE to keep your portfolio updated.

3

See Your Net Worth

Instantly get a unified dashboard with XIRR, asset allocation, and goal tracking. Simple and private.

Everything You Need to Track Wealth

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.

  • Data encrypted at rest & transmission
  • Secure authentication (OAuth, WebAuthn)
  • Sensitive values hidden via Privacy Mode
  • Permanently delete data anytime

Mutual Fund Analytics

Import CAS PDFs from CAMS & KFintech in minutes. Transactions are parsed locally and validated for accuracy.

  • Accurate XIRR based on cash flows
  • AMC-wise allocation checks
  • Scheme-level transaction history
  • Support for SIPs & redemptions

Stock Portfolio

Manual equity tracking for full control. Add stocks with purchase date, quantity, and price for realistic returns.

  • Live stock search via trusted sources
  • Auto-background price updates
  • Combined P/L & allocation visibility
  • Edit/Remove holdings anytime

Unified Dashboard

A single net worth view bringing all assets together. See total wealth and performance trends instantly.

  • Net worth tracking over time
  • Daily & cumulative performance
  • Asset allocation insights
  • Dark mode & mobile-optimized

Goal Planning

Tie investments to real life. Measure portfolio progress against specific financial goals, not just market indices.

  • Create goals (Retirement, Home, etc.)
  • Assign investments to goals
  • Visual progress indicators
  • Modify goals as life changes

Modern Architecture

Engineered for speed and data integrity. We avoid legacy bloat to ensure fast analytics as your portfolio grows.

  • Fast API responses
  • Scalable backend design
  • Clean data & UI separation
  • Reliable uptime architecture
Full Arthavi Dashboard View

How Arthavi Compares

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

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.

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.

See Your Portfolio Clearly — Without Ads or Data Selling

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Why Choose Arthavi?

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 Mobile App Interface showing portfolio tracking on the go

Uncompromised Security

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.

Latest Financial Insights

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.

Read Article →

Why We Built Arthavi

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 →

Frequently Asked Questions

Think of Arthavi as a central dashboard for your wealth. Instead of opening five different apps to check your Mutual Funds and Stocks, Arthavi tracks them all in one secure place. It gives you a clear, combined view of your total growth instantly.
Yes, it is free for now. Arthavi offers core portfolio tracking features free of cost because we believe in accessible financial clarity for all Indian investors. Advanced analytics and future premium features may be introduced later, but strict privacy and data protection will essentially remain unchanged for all tiers.
Absolutely not. Arthavi follows a strict privacy-first policy. We do not sell, share, or monetize your financial data to third parties, brokers, or advertisers. Your data is used solely for generating your personal portfolio analytics.
No. Arthavi is a read-only analytics platform. We do not place orders, hold your funds, or have write-access to your broker accounts. You remain in full control of your actual investments via your existing apps; we simply provide the intelligence layer.
Your Consolidated Account Statement (CAS) PDF is securely processed (often locally) to extract transaction details efficiently. The file is never reused, shared, or scanned for advertising purposes. We use industry-standard encryption to ensure this sensitive document remains confidential during processing.
Arthavi is a technology platform for analytics, tracking, and visualization. We represent ourselves as a financial tool, not a SEBI-registered Investment Advisor (RIA) or broker. We do not provide specific buy/sell recommendations or execution services.
Yes. All sensitive user data is encrypted both at rest (in our secure database) and during transmission (using modern TLS protocols), ensuring bank-grade security standards are met to protect your financial information.

Ready to Take Control?

Take control of your investments with a platform designed for clarity, accuracy, and privacy.

No ads. No data selling. Just better decisions.

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