Bring your holdings in minutes
Upload the holdings export from Zerodha, Groww or Fyers — or any CSV — and symbols are cleaned and matched for you. Adding a single position by hand works too.
Your real holdingsImport • track • stress-test
Portfolio Management
Keep your real portfolio in one place. Import holdings from your broker, see live value and unrealised P&L in each market's own currency, stress-test it against market scenarios, and get a health check from the Portfolio Doctor.
- Brokers
- CSV import
- P&L
- Live
- Currencies
- Per market
- Scenarios
- 5+
What's included
What Portfolio Management gives you
Broker CSV import
Zerodha, Groww, Fyers or generic CSV.
Live P&L
Value and unrealised P&L from live prices.
Multi-market
Each holding in its market's currency.
Portfolio Doctor
A 0–100 health score with issues flagged.
Stress tests
Preset and custom market scenarios.
On your phone
Holdings and P&L in the mobile app.
Portfolio
Imported from a broker CSV
Each holding in its own market's currency, valued at live prices.
ZerodhaGrowwFyersCSV
- HD
HDFCBANK.NS
40 @ ₹1,410
₹62,480
+₹6,080 +10.8%
- IT
ITC.NS
120 @ ₹452
₹50,760
-₹3,480 -6.4%
- AA
AAPL
5 @ $182.10
$1,141.50
+$231.00 +25.4%
Portfolio Doctor
72/100
Financials are 48% of the portfolio — consider diversifying.
Stress-test scenarios
- RBI rate hike +50 bps
- Crude oil at $110
- USD/INR +3%
- Liquidity crunch
Illustrative example — not live data or a recommendation.
Why it matters
Why Portfolio Management matters
Every market in its own money
An Indian holding shows in rupees and a US holding in dollars, each formatted the way that market reads, with value and P&L updating from live prices.
Ask “what if?”
Stress-test the whole portfolio against scenarios such as an RBI rate hike, an oil price spike, rupee depreciation or a liquidity crunch, and see which holdings take the hit.
How it works
How it works, step by step
Import your broker CSV or add holdings by hand.
See value and P&L update against live prices.
Run the Portfolio Doctor and a stress test.
Act on what you find, and keep watching from web or mobile.
What you'll learn
How cost basis, value and unrealised P&L relate
How diversification actually reduces risk
How macro events can move a portfolio
The result
One view of everything you own.
Risk becomes visible before it becomes a loss.
Decisions grounded in your real numbers.
Questions
Frequently asked questions
Which brokers can I import from?
Zerodha (Console holdings), Groww (stocks report) and Fyers (holdings) CSV exports are recognised, and any CSV with symbol, quantity and price columns works too.
Does NiveshMarg connect to my broker or place trades?
No. NiveshMarg reads the holdings you import or enter. It never connects to your broker account and never places real trades.
Can I track US and Indian stocks together?
Yes. Each holding keeps its own market and currency, and values and P&L are shown in that currency.
Related features
Portfolio Doctor
The Portfolio Doctor reviews your holdings like a disciplined analyst: a 0–100 health score, sector concentration, weak holdings and rebalancing ideas — surfaced before emotions or market noise take over.
Learn moreWatchlist
Keep the stocks you are studying in one easy-to-scan list — live price, daily change, a priority for how closely to watch each one, and notes on why it is there — synced between the web and your phone.
Learn moreMobile App
Everything you do on the web, in your pocket. The NiveshMarg app for Android and iPhone brings your portfolio and live P&L, watchlist, screener, paper trading and AI Stock Chat onto the same account — phone and tablet.
Learn moreTry it with virtual money first
Create a free account, practise with paper trades and explore every feature at your own pace. Nothing here needs real money until you decide it should.
Start practising free