Knowva Net Worth Tracker

Your investments are spread across brokers, banks, and apps. Knowva brings everything into one clear dashboard so you always know exactly where you stand financially.
Import your CAMS CAS statement to auto-detect mutual fund holdings, SIPs, and dividends. Add equity trades via CSV or manually. Track NPS, EPF, fixed deposits, gold, silver, and every loan you owe — home, car, education, personal, or credit card. Your net worth updates in real time.

EQUITY PORTFOLIO
View invested amount, current value, P&L, and XIRR at a glance. Analyze your sector and market-cap allocation with interactive charts. Spot your top and bottom performers. FIFO-based calculations ensure accurate profit tracking. Import trades from Zerodha contract notes or add them manually.

MUTUAL FUNDS
Import holdings directly from your CAMS CAS PDF. Live NAV-based valuation keeps your numbers current. Auto-detected SIPs and XIRR calculations — including IDCW dividend payouts — give you a true picture of returns. View allocation by asset class and fund category.

RETIREMENT & FIXED INCOME
Track your NPS and EPF corpus in one place alongside fixed deposits with maturity tracking. Monitor gold and silver holdings by weight and live market value.

LIABILITIES
Add every loan type: home, car, education, personal, and credit card. See your total outstanding liability and how it affects your net worth.

FUNDAMENTAL SCORES & ANALYSIS
Each stock gets a score (0–100) based on ROE, ROA, operating margins, revenue growth, and debt ratios. See a weighted portfolio score based on your allocation. Track quarterly trends for revenue, operating margins, and ROE. Monitor shareholding patterns: promoter, FII, DII, and public.

AI-POWERED INSIGHTS
Get AI-driven analysis that identifies concentration risk, sector imbalances, and underperforming holdings. Receive actionable suggestions to strengthen your portfolio.

PRIVATE & SECURE
Data is encrypted and stored securely. Read-only broker access — Knowva never places trades. MPIN lock for quick, secure app access. No data is shared with third parties for advertising.

Knowva is a portfolio tracking tool, not a financial advisor. All investment decisions should be made after consulting a qualified professional.
Questions? Reach us at support@knowva.co.in