Arthavi: Stocks & MF Tracker

Arthavi – AI Portfolio Tracker for Stocks & Mutual Funds

Arthavi helps you track, understand, and improve your investments in one private, intelligent dashboard.

No spreadsheets. No confusion. Just clear insights about your wealth.

📊 Track everything in one place
Stocks and mutual funds together
Import mutual funds using CAS (CAMS / KFintech)
Real-time portfolio valuation
Accurate XIRR and returns tracking
Unified view of your entire wealth
🤖 AI insights that explain your money

Ask questions and get instant answers like:

“How is my portfolio performing?”
“Am I overexposed to any sector?”
“Which funds are overlapping?”
“What is my real return after cash flows?”
🎯 Goal tracking & planning

Set financial goals and monitor progress:

Retirement planning
Wealth targets
SIP-based goal tracking
Progress vs milestones
📈 Portfolio health & analysis

Understand the quality of your investments:

Portfolio health score
Diversification analysis
Risk concentration insights
Asset allocation breakdown
🔮 Smarter predictions & insights

Get forward-looking signals:

Expected portfolio trend view
Performance benchmarking vs market indices
SIP growth projections
Scenario-based analysis

🔐 Built for privacy
No broker login required
Read-only secure data import
No ads or data selling
Your data stays on your device experience
🇮🇳 Built for Indian investors

Supports Indian stocks and mutual funds with accurate performance tracking based on real transactions.

💡 Why Arthavi

Because your money shouldn’t feel complicated.

Arthavi turns scattered investments into a clear, intelligent view of your wealth.