Why Use a Dedicated Mutual Fund Tracker?
If you have ever searched for the best apps for tracking stocks and mutual funds, you know the struggle. Broker apps only show you the funds you bought through them. If you have moved from Regular to Direct plans, or switched brokers (e.g., Zerodha to Groww), your data is heavily fragmented.
Arthavi serves as a central mutual fund portfolio tracker for India, accepting your investment statement (CAS — Consolidated Account Statement) from CAMS and KFintech.
How to track mutual funds in real time
Many investors wonder how to track mutual funds in real time without waiting for monthly broker emails. By importing your CAS directly, our system continuously fetches the latest Net Asset Values (NAVs) at the end of every trading day. You never have to manually update prices again.
Alternatives on the Market
You might be currently using a google finance portfolio tracker spreadsheet or a value research portfolio tracker. The issue with spreadsheets is that manual entry for SIPs breaks down after 3-5 years (try inputting 60 different transaction dates manually!). The issue with older platforms is often outdated user interfaces or paywalls for basic XIRR features.
Arthavi is built to be modern, incredibly fast, and 100% free for core tracking functionality.
Privacy-First Approach
Many "free" CAS analyzers upload your statement to third-party servers to scrape email addresses, analyze your expenses, or sell leads. Arthavi processes data securely. We don't read your emails. We don't sell data. We are entirely ad-free.