विट्ट-कोश — Wealth Repository
Consolidate your Indian and US holdings from Zerodha, HDFC Securities, and Indmoney into a single view with analytics, risk metrics, and tax simulation.
From multi-broker consolidation to tax-ready reports, all in one place.
Merge holdings from Zerodha, HDFC Securities, and Indmoney. Indian equities, US stocks, and mutual funds in one view.
Sector breakdown, concentration risk, rebalance suggestions. XIRR, CAGR, Sharpe ratio, max drawdown, and beta.
Upload CAS PDFs, CSVs, XLS/XLSX broker statements, or even screenshots. OCR-powered extraction.
LTCG/STCG classification with Indian tax year logic. US holdings with DTAA credit tracking.
Works on desktop, tablet, and phone. Install from Chrome or Edge for a native app experience.
Use our hosted dashboard instantly, or contact us for a local CLI and on-premise setup tailored to your needs.
Three simple steps to consolidate your portfolio.
Drop your CAS PDF, CSV, or Excel file from any supported broker. Screenshots work too.
Holdings are extracted, tickers resolved, sectors classified, and duplicates merged automatically.
See your complete portfolio with allocation charts, risk metrics, P&L tracking, and tax simulation.
Your wealth, your rules. Zero data leaks. Zero compromises.
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