Personal Finance Dashboard

Personal Finance Dashboard Loading FX rate...

Overview

Investments

Planning

Reports

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Import Data

Zerodha Holdings (.xlsx from Console → Holdings)

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Drop holdings-*.xlsx here or click to browse

Dhan Holdings (.xls from Dhan → Portfolio → Download)

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Drop dp-holding-summary.xls here or click to browse

Groww Holdings (.xlsx from Groww → Stocks → Holdings Statement)

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Drop Groww_Stocks_Holdings_Statement_*.xlsx here or click to browse

ETrade RSU / ESPP (.xlsx "By Status" export from ETrade)

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Drop ByStatus_*.xlsx here or click to browse

Vested Holdings (.xlsx from Vested)

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Drop Vested_Holdings.xlsx here or click to browse

Interactive Brokers (IKBR) (.csv Portfolio Analyst report)

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Drop IKBR report.csv here or click to browse

Recent Imports

No imports yet.

Settings

CORS Proxy URL (for Yahoo Finance price fetching)

Default: https://api.allorigins.win/get?url= — override with your own proxy if needed.

Data Backup

↑ Import from JSON backup

Export saves all your holdings, grants, and settings to a JSON file. Import restores from a previously exported file.

Danger Zone

Permanently removes all holdings, grants, and settings from localStorage.

Privacy: All your data is stored only in this browser's localStorage. Nothing is sent to any server. The only external requests made are: (1) SBI FX rate from a public GitHub CSV, and (2) US stock prices via Yahoo Finance (through a CORS proxy). No personal data leaves your device.