YOUR INVESTMENTS, IN CONVERSATION
Understand your investments
Upload a supported mutual fund statement or broker holdings file, describe one investment, or start with a goal. I’ll ask about missing details and show each holding for you to confirm. Files are read in this browser; saving an encrypted copy on this device is optional. How your data is handled.
How your data is handled5 free AI answers
One credit is used only when an AI answer completes. Report preview, holding confirmation, simple clarifications and explicit goal commands use no credit. Credits do not reset when you start a new chat.
Possible holdingsCheck these against your source before using them in the dashboard.
Use a short nickname such as “Zerodha Personal”. Reuse the same nickname for a newer report from that account. Do not enter an account number, PAN or password.
Check a fund disclosureThis dated scheme file describes the fund's listed shares, not your account balance.
Possible goal detailsCheck these facts before saving. Only the listed fields will change.
Separate reserve totalsCheck these totals before saving. Do not include money already listed as a holding.
Check this correctionOnly this confirmed row will change after you approve it.
Check this report refreshConfirm it is a complete newer statement for the same investments.