Zfolio › Zerodha portfolio tracker
Zerodha portfolio tracker
Track your Zerodha holdings in one portfolio, benchmark them against the Nifty 50, and see AI-based rebalancing weights — without giving anything permission to trade.
What Zfolio does with your Zerodha holdings
Connect your Zerodha account through Kite in read-only mode, or upload a Kite holdings file. Zfolio reads the holdings and puts them in a single allocation view alongside anything else you own — stocks from elsewhere, mutual funds, gold, bonds and fixed deposits — so you see the whole portfolio rather than one broker's slice of it.
- One allocation view — largest positions first, so single-stock and single-sector concentration is visible.
- Benchmarked against the Nifty 50 — growth, drawdown and per-holding contribution over the period you actually held.
- AI-based rebalancing across the Nifty 500 — AI-powered Modern Portfolio Theory weights for the names you own, with the efficient frontier and the exact buy and sell quantities.
- Retirement and SIP planning — a target corpus and the monthly SIP that reaches it, calculated on your device.
Read-only, always
Zfolio reads your Zerodha holdings to analyse them. It cannot place an order, move funds, or change anything in your account, and it never asks for your password — only Zerodha's own official login. You place any trades yourself.
Holdings at more than one broker
Zerodha, Groww and Paytm Money are supported, but for now only one broker can be connected at a time. You can switch which one whenever you like, and holdings from anywhere else can be uploaded as a holdings file or entered by hand — they count towards allocation and totals just the same.
What it costs
Tracking your Zerodha holdings, the allocation view, performance against the Nifty 50 and the financial planner are free, with no card required. Rebalancing — revised weights, the efficient frontier and the exact trades — is a flat ₹199 a month regardless of portfolio size, and the first month is free.
Zfolio (Pivotpeak LLP) is a portfolio-analysis tool, not a SEBI-registered investment adviser — nothing here is a recommendation to buy or sell any security, and backtested or simulated performance doesn't guarantee future returns. Optimization and rebalancing are currently scoped to the Nifty 500. Broker connections are read-only. Zerodha is a trademark of its owner and is named here only to identify the account Zfolio can read from; Zfolio is not affiliated with or endorsed by Zerodha.