MTFTerminalFII/DIIMarketsFunds

Portfolio Tracker

Import holdings from your broker, track live P&L, calculate tax & find cheaper brokers

Upstox

Click Connect on navbar to login with Upstox

Zerodha
Dhan
Angel One
Groww

Upstox Auto-Import

Connect your Upstox account to auto-import holdings.

Click the Connect button in the navbar to get started.

No Holdings Yet

Connect your Upstox account to auto-import, or use CSV / manual entry to add holdings.

Frequently Asked Questions

How does the consolidated portfolio tracker work?
The Downstox portfolio tracker lets you import holdings from multiple Indian brokers. Upstox holdings are imported automatically via OAuth (if you have connected your account). For other brokers like Groww, you can import a CSV file exported from the broker app. You can also add holdings manually. All holdings are combined into a single dashboard with live prices from Yahoo Finance, real-time P&L tracking, and automatic tax calculations.
How is the capital gains tax calculated?
Short-Term Capital Gains (STCG) apply to holdings held for less than 1 year and are taxed at 15% of the profit. Long-Term Capital Gains (LTCG) apply to holdings held for 1 year or more, with an exemption of up to Rs.1,00,000 per financial year, and the excess is taxed at 10%. The tracker automatically classifies each holding as STCG or LTCG based on the buy date and calculates the estimated tax. It also suggests tax loss harvesting opportunities where selling loss-making short-term holdings can offset taxable gains.
Can I switch brokers to save on margin costs?
Yes. The tracker fetches MTF (Margin Trading Facility) rates for all supported brokers and compares them against your current broker for each holding. If a cheaper broker exists, it shows the potential annual savings. For example, if you hold TATAMOTORS on Upstox at 75% margin but Groww offers it at 50% margin, the tracker calculates how much you would save on interest per year and recommends the switch.
Is my portfolio data private and secure?
Absolutely. All portfolio data is stored in your browser localStorage and never leaves your device. The only network requests made are: (1) fetching live stock prices from our Yahoo Finance proxy API, and (2) fetching MTF margin data for broker comparison. Your actual portfolio composition, quantities, and buy prices are never sent to any server.
Which brokers are supported?
Currently, Upstox is fully supported with automatic holdings import via OAuth. You just connect your Upstox account and your holdings appear instantly. Zerodha (via Kite Connect API), Dhan (via DhanHQ API), and Angel One (via SmartAPI) are coming soon. Groww does not have a public API, but you can export your holdings as CSV from the Groww app and import it here. Manual entry works for any broker.