Your mutual funds and stocks, in one journal.
Upload your CAS for mutual funds: every fund's value, profit and yearly return, tracked from then on. Add your stocks or upload your Zerodha CSV: see what they're worth and what every trade made.
- Your CAS and Zerodha files are read on your device
- Funds at AMFI's NAV, stocks at NSE's close, every night
- Free to start, no card needed
, up
Your stocks are up on ₹61,450 invested.
Two journals, one dashboard
Mutual funds from your CAS, stocks from your Zerodha CSV or added by hand. Both are valued every night and sit side by side on your dashboard.
One Premium.
Two ways to pay.
Start free. When you want the full picture, go Premium — monthly to try it out, yearly to keep it for less. Every Premium feature comes with both.
Free: add all your funds & stocks, see your top holdings in full · no card needed
- Mutual Fund Journal: unlimited CAS & manual uploads, portfolio value & profit, your largest fund in full
- My funds: largest fund's share & most similar pair %
- Stock Journal: unlimited adds & Zerodha CSV imports, portfolio value & profit, your 2 largest positions & 2 latest closed trades in full
- Every fund's value, P&L, XIRR & units, unblurred
- Stock Journal: every position & closed trade in full, with each trade's profit
- My funds: how alike each pair of funds moves
Questions, answered
What is Arthtome?
A portfolio journal for Indian investors. The Mutual Fund Journal reads your CAS and tracks every fund's value, profit and XIRR. The Stock Journal tracks your stocks and trades, from a Zerodha CSV or added by hand.
Can I track my Zerodha portfolio with a CSV file?
Yes. Download your holdings CSV from Zerodha Console, or your tradebook CSV, and upload it to the Stock Journal. The file is read in your browser; only the rows it finds are saved. Open positions are valued at NSE's closing price every night.
How do I track all my mutual funds in one place?
Request a detailed CAS (Consolidated Account Statement) from CAMS or KFintech for the period since inception, then upload the PDF. Every fund in it is added to your journal, purchase by purchase, and valued at AMFI's NAV every night.
Is my CAS or Zerodha file uploaded to your servers?
No. The PDF or CSV is opened in your browser. Only the transactions it contains (fund or stock, date, units or quantity, price and amount) are sent and stored. Your name, PAN, address, folio numbers and bank details are not sent.
Does it show XIRR for my SIPs?
Yes. XIRR counts the date and amount of every SIP instalment, lump sum and redemption, so it gives a yearly return you can compare with an FD rate. It is shown for each fund and for the whole portfolio, next to the simple total return.
Can I use it as a trading journal for intraday and F&O?
Yes. The Stock Journal takes delivery, intraday and F&O entries, keeps open positions and closed trades apart, and shows the profit or loss of each closed trade.
Is Arthtome free?
Yes, you can start free with no card. The free plan tracks all your funds and stocks with your largest holdings shown in full. Premium shows every fund, stock and trade in full, with XIRR and the full fund-similarity list.
Does Arthtome give investment advice?
No. Arthtome is not a SEBI-registered Investment Adviser or Research Analyst. It shows facts about your own holdings for educational purposes and never recommends buying, selling or holding anything.