Tap any row to edit. Dots: live · fallback · not refreshed · flat value
Drop this month's Zerodha files Belal · Suraiya · Vicky
↓
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 drag targets — see the gap
Target mix
Total
Targets should sum to 100%.
Current vs target
Rebalancing guide
Wealth over time
Decision log
Add asset
Tracked assets price automatically from their ticker.