Your personal Investment Cockpit

-
Stop wasting your valuable time in managing your portfolio stocks in excel files. Scale yourself.

Mobirise Website Builder

Features

Mobirise Website Builder
Valuation

DCF, Reverse DCF, Sub-of-parts.
Track easily against current price.

Mobirise Website Builder
Allocation

Set cost allocations targets. Track gaps and current portfolio weight.

Mobirise Website Builder
Custom Price Anchors

Set your Buy, Add, Reduce, Exit or any other price. Track from dashboard.

Mobirise Website Builder
All holdings & trades in one place

Upload holdings and trades from different brokerages

Mobirise Website Builder
Analyse anything

XIRR, Tax and more (Holding, List, or Individual stock)

Mobirise Website Builder
Current Support

NSE - Fundamentals, Price, 
BSE stocks - only symbols, end of day price

Mobirise Website Builder

We use Privacy Vault

Your privacy is our top priority. That's why we use Privacy Vault—a secure, digital safe—to protect your sensitive information. Unlike regular databases, which simply store data, Privacy Vault locks away important details like your name and email using advanced encryption. This means only authorized individuals with the right key can ever access your information. With Privacy Vault, you benefit from much stronger protection and true peace of mind, knowing your data stays safe and private.

Pricing

Free

No credit card required. Join for free. Add as many stocks.

How it works

Upload Holdings and Trades from Zerodha, Groww, and Upstox (CSV/Excel). You can upload multiple files for each.

Configure your tags, price types, discount rates, etc.

Perform and save stock valuations as DCF, Reverse DCF, Segmental Analysis.

Bring everything together in a dashboard and monitor your porfolio.

Free AI Website Builder