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📊 How to Use DhanaVikas

Master wealth development in minutes with our step-by-step guide.

🚀 Quick Start

1️⃣

Sign Up

Google OAuth

2️⃣

Import

Zerodha/JSON

3️⃣

Analyze

Real-time data

📖 Detailed Guide

1 🔐 Account Setup
  1. Click "Sign in with Google" on homepage
  2. Authorize with your Google account
  3. Access your personalized dashboard
2 💼 Portfolio Import

Method 1: Zerodha (Recommended)

  1. Go to "My Assets" → "Upload Portfolio"
  2. Click "Load Positions from Zerodha"
  3. Authenticate via Zerodha OAuth

Method 2: JSON Upload

  1. Prepare portfolio data in JSON format
  2. Upload file via "Choose File" option
3 📊 Portfolio Analysis
Live Prices
NSE/BSE data
P/L Analysis
CAGR & Returns
AI Insights
Buy/Sell signals
4 🚀 Advanced Features
  • Emerging Stocks: Technical screening with RSI analysis
  • Watchlists: Track stocks with custom categories
  • Transaction History: FIFO calculations & tax planning
  • Data Export: JSON format for external analysis

❓ Quick FAQ

Is my financial data secure?

Yes, we use Google OAuth and encrypted storage. Your data is never shared with third parties.

How accurate are market prices?

Real-time data from Yahoo Finance (NSE/BSE). Updated continuously during market hours.

Can I export portfolio data?

Yes, export in JSON format from Settings page for backup or external analysis.

Ready to Start?

Join investors using Portfolio Analyzer for smarter portfolio management