Geographic Allocation
—
TOTAL
Asset Type
—
TYPES
Portfolio Value Over Time
India
Europe
Total
📸 Snapshot after refreshing prices to record data points
Top Holdings
Portfolio History
Snapshot Log
How live prices work: Connect your broker APIs to auto-fetch holdings and live prices.
Upstox uses OAuth 2.0 (requires a free developer app).
Trading 212 uses a simple API key generated in the app.
Finnhub gives free real-time US stock quotes — no broker auth needed.
Yahoo Finance via CORS proxy handles Indian NSE/BSE prices for free.
⚠ CORS note: Trading 212 and NSE block direct browser requests. This app has its own built-in Cloudflare proxy for both (same domain, no setup) — Option A/B below are optional self-hosted alternatives only.
⚠ CORS note: Trading 212 and NSE block direct browser requests. This app has its own built-in Cloudflare proxy for both (same domain, no setup) — Option A/B below are optional self-hosted alternatives only.
🇮🇳 Upstox API
OAuth 2.0 · Holdings + live prices
Register free at upstox.com/developer → get Client ID
Register free at upstox.com/developer → get Client ID
OAuth Steps:
1 Create app at upstox.com/developer → get Client ID
2 Enter Client ID + Redirect URI → click Start OAuth
3 Login at Upstox in the popup → it closes itself and hands the token back automatically (Upstox blocks being embedded directly, so a popup is unavoidable — but you never have to leave or switch tabs)
4 This app exchanges the code for a token itself (server-side, client_secret never touches your browser)
5 Token is filled in above automatically · Tokens expire daily — repeat Start OAuth each day
1 Create app at upstox.com/developer → get Client ID
2 Enter Client ID + Redirect URI → click Start OAuth
3 Login at Upstox in the popup → it closes itself and hands the token back automatically (Upstox blocks being embedded directly, so a popup is unavoidable — but you never have to leave or switch tabs)
4 This app exchanges the code for a token itself (server-side, client_secret never touches your browser)
5 Token is filled in above automatically · Tokens expire daily — repeat Start OAuth each day
🇪🇺 Trading 212 API
Get API key: T212 app → your name (top-left) → API (Beta) → Generate key
Auth method: T212 uses HTTP Basic Auth —
Enter both your API Key and API Secret below. The header is built automatically.
Authorization: Basic base64(API_KEY:API_SECRET)Enter both your API Key and API Secret below. The header is built automatically.
✓ Built-in proxy already configured (/api/t212) — options below are optional alternatives
📈 Finnhub — US Prices
Free API · Real-time US stock quotes · 60 req/min
Get free key at finnhub.io — no credit card needed
Get free key at finnhub.io — no credit card needed
🇮🇳 India Prices (Yahoo Finance)
No API key · Uses Yahoo Finance via CORS proxy
Ticker format:
Set tickers on your India holdings to enable auto-refresh
Ticker format:
RELIANCE.NS (NSE) or RELIANCE.BO (BSE)Set tickers on your India holdings to enable auto-refresh
Import from Broker CSV
🇮🇳
Upstox Export
Portfolio → Holdings CSV
or drag & drop here
or drag & drop here
🇪🇺
Trading 212
Investments → Export CSV
or drag & drop here
or drag & drop here
Upstox columns: Instrument Name · Qty · Avg. Cost Price · LTP · P&L
Trading 212 columns: Name · Ticker · Shares · Average price · Current price
Generic CSV: name, ticker, qty, avg_price, cur_price, type, portfolio
Trading 212 columns: Name · Ticker · Shares · Average price · Current price
Generic CSV: name, ticker, qty, avg_price, cur_price, type, portfolio
Add / Edit Holding
India prices in ₹ · US prices in $ · Ticker: RELIANCE.NS (NSE), AAPL (US)
Existing Holdings — edit price inline