Wealth Hub
Review recorded owned assets and financial goals with insights powered by CapLLM. F&O positions and trading-capital plans are kept separate from your owned investment capital.
What the Wealth Hub does
Most investors track wealth in fragments — one broker app, one MF platform, a spreadsheet for the rest. Wealth Hub brings it into one view with CapLLM-powered insights.
Bring supported broker records and manual assets together. Connection limits depend on your plan; valuations depend on available quotes or manual records. Derivative exposure is not added to investment capital as contract notional.
See concentration risk across sectors, market caps and single stocks at a glance — before a single bad sector call does outsized damage to your whole portfolio.
Check recorded quantities, cost basis and available prices. Verify corporate actions and income against your broker statements. The portfolio view does not promise complete dividend tracking or determine your tax liability.
Compare goal-assigned holdings with your saved allocation targets and review evidence-backed proposals. Suggestions are for your review; no holdings are automatically changed.
Performance & P&L explains what is recorded, what is missing and what you can review next. A deposit, withdrawal or manual revaluation is not automatically an investment return.
Realized results come from recorded completed trades. Unrealized results describe positions still held. Known current loss contributors are shown without inventing company or market-event causes. Missing evidence stays unavailable, not zero.
Review concentration, liquidity, derivatives and valuation freshness. Growth scenarios show their starting value, assumed annual rates and formula—not forecasts or guaranteed returns. F&O contract notional and goal budgets are not owned investment capital.
In Account settings, choose monthly, quarterly or annual reports—or leave the frequency at Never. Reports distinguish completed-period realized P&L from generation-time holdings and all-time totals. Private report pages require your account login.
Illustrations exclude new contributions, withdrawals, taxes, fees and inflation. Reports depend on available records; email delivery depends on your account email and the configured delivery service. Research, Monitoring items and reports do not automatically buy, sell or rebalance investments.
Start free with Growth →Works with
Broker-connected orders are available for eligible Stocks and F&O through the Trade Center. For other assets, complete the purchase with your chosen provider, then record the completed holding in Wealth Hub.
Connect a broker or upload your portfolio — free for 14 days.