How It Works
Calculate your portfolio XIRR in 4 simple steps. Takes less than 5 minutes.
Download Your Statement
Export your statement from your broker. Zerodha: download the ledger XLSX (All Segments). Groww: download the Stocks - Order history XLSX and/or Mutual Funds - Order history XLSX. Fyers: download the ledger CSV for each financial year.
✦ Tip: Select the full date range — from your first investment till today — for accurate results.
Upload Files
Follow the guided wizard — select your broker, choose what you trade (Stocks/F&O or Mutual Funds), and upload the right files. You can add multiple accounts from different brokers in one session for a combined XIRR.
✦ Your files are processed securely and never stored permanently.
Enter Current Values
Enter the current market value of your holdings as of today — not what you invested. Also enter any available cash in the account. Separate fields appear for each account.
✦ Find today's value on your broker's app under Portfolio or Positions. Do not enter the amount you invested.
Get Your XIRR
View your annualised XIRR, Nifty 50 benchmark comparison, and a full portfolio breakdown. Download a professional PDF report. You can edit your holdings value and recalculate instantly without re-uploading.
✦ PDF reports are perfect for sharing with financial advisors or CAs.
Broker-Specific Guides
Zerodha
XLSX Format
Open Zerodha Statement → (logs in automatically if you're signed in)
Select All Segments as category
Set date range — from your first investment till today
Click the blue arrow → then click XLSX to download
File type: XLSX
One file covers all your history
Fyers
CSV Format
Open Fyers Ledger → (logs in automatically if you're signed in)
Select the Financial Year
Click Generate
Click Download CSV
Repeat for all years from first investment till today
File type: CSV
One file covers all your history
Download one CSV per year for the full period
Groww
XLSX Format
Scroll to Transactions → Stocks - Order history
Set date range from before your first purchase to today → click Download
One file covers your full history
Note: brokerage charges and STT are not included in this report. XIRR will be slightly optimistic.
Scroll to Transactions → Mutual Funds - Order history
Select Custom Date, set From to your first ever MF purchase, To today → click Download
One file covers your full MF history
Ready to Get Started?
Follow the steps above and calculate your true portfolio XIRR now.
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