u/tejascodes

Hey everyone 👋

I’ve been building an AI-powered portfolio tracker called Arthavi over the past few months, and I’m looking for 100 people to try it before the bigger launch.

It’s built for people who invest in stocks and mutual funds and want a simpler way to track portfolios, understand performance, get AI insights, health scores, predictions, goals, and ask questions about their investments without messy dashboards or spreadsheets.

The first 100 users will get free lifetime access.
No payment, no catch I just want honest feedback from real investors and builders.

If you’re interested, comment below or DM me and I’ll send you access 🙌

Near mall for chai in wakad

My situation was probably common — SIPs across 3 AMCs, stocks on Zerodha, and no single place showing my actual net worth with correct XIRR.

Excel worked for a while but I kept messing up the cash flow dates for accurate XIRR calculation. Most apps either wanted my broker login or were just pushing me to transact through them.

So I built something for myself that:

• Imports your CAS from CAMS/KFintech (no broker linking needed)
• Manually add stocks from any broker
• Calculates XIRR properly based on actual transaction dates
• Has an AI where you can ask things like "am I overexposed to banking sector?"

No ads, no data selling — I was paranoid about that myself so it was a hard requirement from day one.

It's free right now. Would love brutal feedback from this community especially on XIRR accuracy and the CAS import flow — you guys are probably the most knowledgeable audience for this.

App is called Arthavi if anyone wants to try — happy to answer questions in comments.

Almost all portfolio tracking apps in India are ad-supported and monetize you through either ads, fees, or even selling your financial information to brokers.

My hypothesis was that if you take away the means to monetize the product then whatever's left becomes differentiating. Arthavi has no revenues from advertising, commissions, and/or monetizing any of your financial data whatsoever.

Some examples of how that looks:

Not integrating with any brokers (entirely removes one attack vector + eliminates conflict of interest)

Trade functionality isn't available (read-only feature ensures that nothing can go wrong)

Importing data via CAS format (standardized, SEBI-regulated document parsed locally)

AI responds with information that can be directly found in your personal data

By far the trickiest thing has been messaging our "not linked to your demat account" angle since many see this as a limitation at first glance. It did require some iterations for us to make this into a strength.

At the moment the product is free but trying to think about the paid tier that doesn't undermine the "we don't touch your data" message. Will be happy to talk about GTM/PRICING in Fintech.

Which ai use case you are working on which solves real problems?