Arthavi

Smarter investing, without the noise.

Android

Productivity

Product Hunt

Tech

Arthavi Product Hunt launch copy — AI-powered portfolio tracker for Indian investors Product Hunt launch Track your mutual funds & stocks. Finally, without the stress. Arthavi is India's privacy-first AI wealth companion — built for investors who want clarity, not clutter. No demat linking. No ads. No jargon. The problem Most Indian investors spread their money across 3–5 apps — Zerodha for stocks, Kuvera or Groww for mutual funds, and Excel for everything in between. None of them talk to each other. You never see your real net worth. You never know your actual XIRR. And when you ask "am I doing well?", you get silence. Other trackers make it worse: they ask for broker passwords, link your demat account, or quietly read your emails to "understand spending." We thought you deserved better. What Arthavi does Upload your CAS (Consolidated Account Statement) from CAMS or KFintech — a SEBI-regulated file you already own — and add your stocks manually. That's it. Within two minutes you get: Unified net worth dashboard All mutual funds + stocks in one view with daily P&L, asset allocation, and AMC-wise breakdown. Accurate XIRR — not IRR Time-weighted returns based on every SIP, lumpsum, redemption, and dividend. The only number that matters. Ask AI — chat your portfolio Ask anything in plain English. Arthavi AI reads your actual holdings, fetches live data, and answers in seconds. Portfolio health score An instant 0–100 score across diversification, asset mix, and volatility. Rated Excellent / Good / Needs Work. Goal planning Create goals — retirement, home, education. Assign investments and track visual progress as life changes. Privacy mode + biometric lock One tap blurs all values. Face ID / Touch ID / passcode lock via WebAuthn — no credentials stored. Smart insights & alerts Auto-surfaced AI nudges: over-concentration warnings, SIP streak milestones, drawdown alerts — haptic on mobile. Full stock research Live NSE/BSE prices, sector classification, P&L per holding, and transaction-level history inside the app. Family portfolio tracking Upload multiple CAS files for different family members. One consolidated view of your family's total wealth. Daily Bull / Bear prediction Predict Nifty 50 direction every day. Build streaks, see community sentiment, get scored at market close. Arthavi AI in action This isn't a generic chatbot. It reads your live portfolio, runs analysis, and gives answers grounded in your actual data — scoped entirely to Indian markets. "Am I over-exposed to the banking sector?" Your portfolio has 38% in Banking & Finance — above the recommended 25–30%. HDFC Bank, ICICI Bank, and Bajaj Finance are your top 3 holdings. Consider balancing with IT or Healthcare funds. "Do my mutual funds overlap with each other?" 72% stock overlap detected between Mirae Large Cap and Axis Bluechip — both heavy on Reliance, HDFC Bank, and Infosys. You may want to consolidate to reduce redundancy. "Benchmark my returns against Nifty 50." Your portfolio XIRR is 14.2% vs Nifty 50's 12.1% — you're outperforming by 2.1%. Best performer: Parag Parikh Flexi Cap at 18.4%. How it works 1 Import your CAS Download your Consolidated Account Statement from CAMS or KFintech (takes 2 minutes). Upload it to Arthavi — parsed securely, never reused or shared. 2 Add your stocks Search NSE/BSE and add equity holdings with purchase date, quantity, and price. No broker linking required. 3 Ask AI anything "What is my XIRR?", "Am I over-diversified?", "Which fund is dragging my returns?" — answered instantly from your real data. Arthavi vs the alternatives Other trackers Require demat / broker linking Read your emails (INDmoney) Push you to transact through them Sponsored / ranked fund lists No AI that knows your portfolio Arthavi CAS import only — no credentials Zero email or data access Read-only — can't place trades No commissions or sponsored picks AI reads your actual holdings By the numbers 1,000+ Active investors ₹400Cr+ Portfolio tracked 4.8/5 User rating What investors are saying "Deleted INDmoney the moment I read about their email access. Arthavi's CAS import is so much cleaner and more trustworthy. Finally a tracker that doesn't feel like a data harvesting app." — Meera K., Software Engineer, Mumbai "The Ask AI feature actually understood that I'm over-invested in HDFC Bank via both stocks and 3 mutual funds. Never knew that was possible." — Rahul P., Product Manager, Bangalore "Excel was taking 30 minutes every Sunday. Arthavi gives me the same view in 2 minutes — and it actually calculates XIRR correctly." — Anita S., Chartered Accountant, Delhi Also included SIP / SWP / CAGR / XIRR calculators Dark mode Weekly wealth email Android + iOS + Web 42+ features Demo — no login needed FDs / PPF / NPS — coming soon Free to use. No ads. No data selling. Just better investment decisions. → arthavi.com · Try the demo — no account needed