MUTUAL FUNDS + STOCKS

One portfolio journal for your mutual funds and stocks

Your mutual funds come from a CAS, your stocks from a Zerodha CSV or your own entries. Both are valued every night and sit side by side on one dashboard, so you always know what you own and how it's doing.

Start my portfolio journalFree to start · no card · files read on your device

Two journals, one place

The Mutual Fund Journal is built from your CAS, purchase by purchase. The Stock Journal is built from your broker's CSV or trades you add. Your dashboard shows both: current value, profit or loss, yearly return and the latest day's move.

  • Mutual funds: valued at AMFI's NAV every night, with XIRR per fund and for the portfolio.
  • Stocks: valued at NSE's closing price every night, with open positions and closed trades.
  • Facts on how your funds relate: each fund's share of the portfolio and how closely each pair moves.

Why a journal, not just a tracker

A tracker shows today's number. A journal keeps the history behind it: every SIP instalment, every lump sum, every redemption and every trade with its date. That history is what makes XIRR, closed-trade results and since-last-visit changes possible.

Private by design

Your CAS PDF and CSV files are read on your device. Only the transactions are stored — never your name, PAN, address, folio numbers or bank details.

Set up your portfolio journal

  1. 01Upload your CASRequest a detailed CAS from CAMS or KFintech and upload the PDF to the Mutual Fund Journal.
  2. 02Add your stocksUpload a Zerodha CSV or add stocks by hand in the Stock Journal.
  3. 03Open your dashboardBoth journals are revalued every night and summarised on one screen.

Common questions

Can I track mutual funds and stocks in one place?

Yes. The Mutual Fund Journal and the Stock Journal are separate views of your portfolio, and your dashboard shows both together.

Do I have to enter every SIP by hand?

No. One CAS upload brings in every purchase, SIP instalment and redemption across your mutual fund folios. Funds not in a CAS can be added by hand.

Ready when you are. It takes about two minutes.

Start my portfolio journal

Arthtome is not a SEBI-registered Investment Adviser or Research Analyst. Data shown is based on the user's CAS and entries, AMFI's public NAV data and NSE's end-of-day prices. For informational and educational purposes only. No buy/sell recommendation. Past performance is not indicative of future returns.