How do you fetch my investment data?

For mutual funds

We currently fetch this data directly from your brokers. Available brokers are Zerodha, Dhan, AngelOne and Fyers.

Support from MFCentral  powered by CAMS and KFintech to obtain your mutual fund holdings with your consent based on OTP verification is coming soon.

For everything else (equities, ETF and Crypto)

We directly connect with your brokers to fetch this data through secure login from their portal.