Stop Switching Tabs.
Start Tracking Wealth.
Connect Zerodha, Groww, and Upstox in seconds. Get real-time XIRR, automate tax reports, and uncover hidden portfolio risks—all in one unified dashboard.
256-bit Encryption Read-only Access
Seamlessly integrates with top Indian brokers
The pain of scattered wealth.
Solved.
Stop logging into 4 different apps just to know your net worth. DeltaView aggregates your holdings, calculates your true XIRR, and groups your investments intelligently.
Unified Portfolio View
View all your stocks, mutual funds, and cash across Zerodha, Groww, and Upstox in one single pane of glass.
Real-time P&L Tracking
Live pricing updates. See your day's P&L, realize vs unrealized gains, and dynamic 30-day mini price charts.
Sector & Risk Exposure
Visual donut charts and treemaps breaking down your allocation by sector, market cap, and asset class.
True Portfolio XIRR
Calculate accurate annualized returns factoring in every sip, deposit, dividend, and withdrawal across brokers.
Smart Ledger & Funds
A passbook-style ledger translating cryptic broker codes into human-readable fund additions and withdrawals.
Corporate Actions
Never miss out on dividends, bonuses, or splits. We automatically track and log them against your holdings.
Tax season?
Handled automatically.
Save hours of manual calculation. DeltaView automatically categorizes your trades into STCG and LTCG, applies the ₹1L exemption rules, and gives you your exact tax liability.
- FIFO-based realized P&L calculation
- Clear STCG (15%) & LTCG (10%) breakdown
- Export ready-to-file reports for your CA
- Granular trade log with charges (STT, Brokerage)
Total Tax Liability (FY 24-25)
₹ 24,500
Short Term (STCG)
Gains: ₹1,50,000 @ 15%
₹ 22,500
Long Term (LTCG)
₹1L ExemptGains: ₹1,20,000 @ 10%
₹ 2,000
3 Steps to Financial Clarity
Connect Broker
Securely connect your Zerodha, Groww, or Upstox account via official OAuth integrations.
Auto-Sync
DeltaView fetches your holdings, trades, and ledger data, updating prices in real-time.
Analyze & Optimize
View heatmaps, analyze sector exposure, track corporate actions, and plan your taxes.
Bank-Grade Security. Zero Stress.
Your financial data is yours. We use official API integrations provided by brokers to fetch data on a strictly read-only basis. We cannot execute trades or withdraw funds.
256-Bit Encryption
All data in transit and at rest is secured using industry-standard AES-256 encryption.
Official APIs Only
No screen scraping or password sharing. We use OAuth 2.0 flows supported directly by brokers.
Loved by Investors
"The STCG/LTCG summary alone is worth its weight in gold. I used to spend days matching trades in Excel before tax filing. Now it takes 5 minutes."
Rahul Sharma
Retail Investor
"Finally, an app that shows me my ACTUAL portfolio returns (XIRR) across all my accounts, including historical dividends. DeltaView is incredibly polished."
Priya Desai
Active Trader
"I had investments scattered across Zerodha and an old Upstox account. Seeing everything combined with sector exposure heatmaps completely changed my strategy."
Amit Kumar
Long-term Investor
Simple, transparent pricing
Track and optimize your wealth with plans built for every stage of your journey.
Basic
Essential tracking for casual investors.
- Connect up to 2 brokers
- Real-time P&L tracking
- Basic XIRR calculation
Pro Data
Advanced tax planning and analytics.
- Unlimited broker connections
- Automated STCG & LTCG reports
- Sector depth & risk heatmaps
- Priority API sync (1-min delay)
Frequently Asked Questions
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