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WealthJot.ai
Read-only. Nothing moves.

Track before you switch.

See your whole portfolio — every broker, every account — in one place, without moving a single holding. Import a CAS statement or connect read-only, and get one real net worth number in minutes.

Import a CAS statement
Works withZerodhaGrowwUpstoxICICI DirectAny CAS statement
One net worth, every account
Stocks, mutual funds, EPF, real estate, gold, debt — pulled from your broker or a CAS PDF into a single live number, tracked over time.
Goals & retirement, worked backwards
Set a goal — a house, retirement, a child's education — and see the SIP you actually need, updated as markets move.
Screener, scanners & signals
60+ indicators across the full NSE universe. Screen on fundamentals, scan for technical setups, and get AI-graded ideas.
AI market digest, every session
A daily read on breadth, sector rotation and mood — distilled from the day's data, not a canned headline.

How it works

  1. 1
    Connect or import
    Link your broker or upload a CAS statement — trades and holdings land in your portfolio automatically.
  2. 2
    See the real number
    Net worth, allocation and returns roll up across every account into one dashboard.
  3. 3
    Act on AI signals
    Screeners, scanners and the daily digest surface what's moving, so decisions aren't made blind.