All your investments.
One dashboard. One report.
Bring Indian stocks, US stocks, mutual funds, bonds, NPS and deposits from every broker into one view. Update it when you choose, and download a clean portfolio report whenever you need one.
- No broker passwords stored
- You decide what is imported
- Indian + US in one net worth
Works with your broker
Everything a portfolio app should do, in one place
Built for Indian investors who hold more than one account, and increasingly, US stocks too.
Import from any broker
Upload the holdings file you download from Zerodha, Groww, Upstox, Angel One, HDFC Securities, Indmoney and others. You check every row before it is saved.
One CAS, every account
Upload your NSDL or CDSL Consolidated Account Statement and type its password. It covers every demat account and mutual fund folio in your PAN, whichever broker holds them.
Branded Excel & PDF reports
A multi-sheet workbook and a print-ready PDF with totals, allocation and realised gains. Ready to share with your CA, family or adviser.
Performance vs NIFTY 50
XIRR, CAGR and a benchmark comparison for what you hold today. New money you add is never counted as a return.
Partial sells & realised P&L
Record full or partial sales of stocks, funds and bonds. Average-cost basis, realised gains by financial year, and a proper transaction ledger.
Tax view
STCG and LTCG split by holding period, with the current Indian rates, so tax-loss harvesting decisions are easier to reason about.
India + US, one net worth
US holdings from Indmoney and others are converted at the day's USD/INR rate. Every stock links to its TradingView chart.
Upload anything AI beta
Broker CSV or Excel exports, CAS PDFs, even screenshots. Unknown formats fall back to an AI parser with personal details removed first.
Privacy first
No broker passwords, no trading permissions, no selling your data. Close your account and everything is deleted.
Reports you will actually want to share
Most trackers stop at a screen. Vitta-Kosh gives you a document: the same numbers, laid out cleanly, with your name on it.
- Excel workbook - Summary, Indian stocks, US stocks, mutual funds, bonds & NPS, fixed income and realised P&L, each with totals and filters.
- PDF report - a two-page print layout with net worth, allocation and top holdings.
- CSV - every holding with exchange, value and value in rupees, for your own analysis.
- Print-ready - A4 landscape, page numbers and a generated-on date.
Up and running in five minutes
Sign in
Use your Google account. No new password to remember.
Bring your holdings
Upload a broker statement or your CAS. Mix and match across accounts.
Track and export
Prices refresh daily. Update your holdings whenever you trade, and download a report whenever you need one.
Your money stays where it is
Vitta-Kosh only reads holdings. It cannot place orders, move money or change anything in your broker account.
You decide what is imported
Nothing is imported until you upload a file. No broker password or login token ever reaches Vitta-Kosh.
Minimal data
We store your holdings and the numbers needed to show history - not your bank details, PAN or contact details from statements.
Delete means delete
Close your account from the dashboard and your holdings, history and profile are removed. See the privacy policy.
Common questions
Is Vitta-Kosh free?
Yes. The dashboard, imports and reports are free while we are in beta. The guides on this site are supported by ads.
How do I add my holdings?
Upload the holdings file you download from your broker - Zerodha, Groww, Upstox, Angel One, HDFC Securities, Indmoney and others - or your CAS, which covers every demat account and mutual fund in your name. You check every row before it is saved.
Does the app import anything in the background?
No. By design, nothing is imported until you upload a file. Market prices do update daily without any broker login.
Do you store my broker password or token?
No. Vitta-Kosh never asks for your broker password or a login token: holdings come only from files you upload.
What is a CAS and how do I get one?
A Consolidated Account Statement lists all your demat holdings and mutual funds across brokers. NSDL and CDSL email it monthly; you can also request one any time. See our step-by-step CAS guide.
Is this investment advice?
No. Vitta-Kosh is a tracking and reporting tool. It is not a SEBI-registered investment adviser, and nothing in the app or on this site is a recommendation to buy or sell.
See your whole portfolio in one place
Free while in beta. No broker passwords. No card required.
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