Tap a row to edit · click any column header to sort · live fallback flat
Drop this month's Zerodha files matched to a person by broker ID
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Drop broker holdings files here
Or click to choose. Quantities, new positions and exits are picked up automatically. Tracked assets (crypto, foreign, SoA, bank) are never touched by an import.
Allocation planner All members
The target mix and wealth target below apply to whoever is selected above — set a plan for everyone, an individual, or use + Combine people to define a shared plan across two or more people. It also drives the Forecast tab.
Target mix
Allocation total
Targets should sum to 100%.
Wealth target
Current vs target
Rebalancing guide
Budget itemized & multi-currency — save monthly to History
Investing calculators quick, private, not saved
Loan calculators quick, private, not saved
Planning calculators quick, private, not saved
Wealth over time
Monthly budgets saved income, expenses & investments — newest first
Decision log
Add instrument
What kind of instrument are you adding?
Two ways to make an instrument priceable
1 · By ISIN (recommended) — paste it, hit Resolve, and we auto-fetch the name + live price. Works for MFs, stocks and ETFs worldwide.
Indian MF — INF740K01OK1 NSE stock (Infosys) — INE009A01021 US stock (Apple) — US0378331005 German ETF — DE000A0F5UF5
2 · By ticker — when there is no ISIN (crypto) or you prefer a symbol:
Globally unique. Works for Indian MFs, NSE stocks and world equities/ETFs. Crypto has no ISIN — use the ticker.
Foreign currencies auto-convert to ₹ using live FX.
Add person
People you tag holdings to. Names must be unique.
Manage asset classes
Add a class if something doesn't fit. New classes appear in the instrument form and the allocation planner. A class can only be deleted when no holdings use it.