Your Wealth. One Dashboard.
Track all your Mutual Funds, Direct Equity, Fixed Deposits, Bonds, and Loans in one unified real-time command center.
Integrated Wealth
Management Platform
Consolidate your Mutual Funds, Direct Equities, Active Loans, and Cash Book Ledgers into one executive real-time command center.
Multi-Asset Distribution
Interactive visual split across Stocks, Mutual Funds, Cash, and Loans with automatic rebalancing alerts.
Real-Time NAV & P&L
Direct integration with AMFI daily declarations and NSE stock market ticks for accurate net-worth tracking.
Integrated Cash Book
Double-entry tracking of dividend payouts, SIP debits, loan EMIs, and liquid emergency reserves.
1-Click CAS & Excel Import
Effortlessly import your CAMS, KFintech CAS, or Motilal Oswal statements directly into your private database.
A Legacy of Trust,
Disciplined Growth
We guide families, HNW investors, and institutions through generational wealth creation with customized financial solutions.
23+ Years Experience
Trusted distributor across generations since 2001, steering capital through multiple market cycles.
AMFI & APMI Certified
Strict adherence to SEBI, AMFI, and APMI governance standards with verified regulatory credentials.
360° Digital Tracking
Seamless multi-asset consolidation across Mutual Funds, Direct Equity, Bonds, and Cash ledgers.
500+ HNW Families
Over ₹1200 Cr+ in assets managed with personalized wealth advisory and family office care.
Everything Inside
Your Dashboard
A complete suite of institutional-grade tools — built for serious investors who demand clarity, speed, and intelligence.
Your Entire Wealth at a Single Glance
The main dashboard consolidates all your investments — Mutual Funds, Direct Stocks, Fixed Deposits, Gold Bonds, Loans, and Cash — into one real-time command center. See your total net worth, day's P&L, XIRR, and asset allocation instantly.
- Live total portfolio valuation with day change
- XIRR-based overall return calculation
- Multi-asset allocation donut chart
- Top gainers & losers across all holdings
- Sector-wise exposure breakdown
Net Portfolio Value
₹38,45,280
XIRR
+31.1%
Gain
+₹9.1L
Mutual Fund Portfolio
AMFI API · Live NAV · 40+ AMCs
Quant Small Cap — Direct Growth
Small Cap · XIRR: +44.2%
₹5,04,700
+₹1,54,700
Parag Parikh Flexi Cap — Direct
Flexi Cap · XIRR: +28.6%
₹5,14,400
+₹1,14,400
Mirae Asset Large Cap — Direct
Large Cap · XIRR: +18.4%
₹2,64,800
+₹64,800
All Your MF Folios in One Place — Real-Time
Import your Consolidated Account Statement (CAS) with one click and get automatic daily NAV updates from the official AMFI API. Track XIRR, absolute returns, SIP performance, and dividend history across all 40+ AMCs.
- CAS PDF one-click import & auto parsing
- Live NAV from official AMFI database API
- XIRR return calculation per scheme & total
- SIP vs Lumpsum performance comparison
- Dividend & IDCW payout history tracking
Stock Holdings with Live Prices & Screener
Import your equity holdings from Motilal Oswal, Zerodha, Groww or any broker via Excel export. Get real-time LTP, day change, P&L per stock, and powerful screener tools with balance sheet ratios like P/E, ROE, and debt analysis.
- Broker Excel / CAS import (Motilal, Zerodha, Groww)
- Real-time LTP with live day change %
- P&L, cost average & quantity tracking per stock
- Built-in stock screener with financial ratios
- Sector-wise & market-cap exposure analysis
Direct Equity Holdings
NSE / BSE · Real-time LTP
Reliance Industries
Qty: 50 · LTP: ₹2,945
+14.2%
+₹18,250
HDFC Bank Ltd.
Qty: 80 · LTP: ₹1,724
+10.3%
+₹12,800
Tata Consultancy
Qty: 15 · LTP: ₹4,185
-6.7%
-₹4,500
Infosys Ltd.
Qty: 35 · LTP: ₹1,932
+12.2%
+₹7,350
Institutional Flow Tracker
NSE Cash Market · Daily Updated
FII Net
+₹2,140 Cr
Buyers today
DII Net
+₹1,865 Cr
Buyers today
Last 5 Trading Days
Track Institutional Money to Time the Market
Follow the “smart money” — see exactly what Foreign Institutional Investors (FIIs) and Domestic Institutional Investors (DIIs) are buying and selling on NSE every day. Understand market momentum before making investment decisions.
- Daily FII & DII gross buy/sell data from NSE
- Net position with weekly & monthly aggregates
- Market mood indicator (Bullish / Bearish / Neutral)
- Historical trend charts for 30/90/365 days
- Correlation analysis with NIFTY 50 movement
Cash Book Ledger
A full double-entry accounting ledger to track bank balances, liquid reserves, dividend inflows, business expenses, and personal cash flow. Know your exact liquid net worth at any moment.
- Bank account balance tracking
- Income & expense categorization
- Dividend & interest inflow logging
- Cash flow reports by month/quarter
AI Portfolio Doctor
Automated AI diagnostics that scan your entire portfolio for risk concentration, asset drift, overdue ELSS maturity, and profit-booking opportunities. Get smart alerts before problems become losses.
- Sector over-concentration alerts
- Asset drift from target allocation
- ELSS lock-in & maturity reminders
- AI rebalancing recommendations
Other Investments
Track Fixed Deposits, Sovereign Gold Bonds (SGBs), PPF, NPS, NSC, Post Office Schemes, and other alternative investments with maturity tracking, interest calculations, and net worth integration.
- Fixed Deposits with maturity & interest calc
- Sovereign Gold Bond (SGB) tracking
- PPF / NPS / NSC balance tracking
- Total fixed income net worth summary
Loans & Liabilities
Track all your loans — Home Loan, Car Loan, Personal Loan, Business Loan — with outstanding balance, EMI schedules, interest paid, and true net worth after liabilities deduction.
- Multiple loan accounts tracking
- EMI schedule & outstanding balance
- Total interest paid vs principal breakup
- Net worth after liability deduction
Ready to See Your Entire Wealth?
Login with your client credentials to access your private, real-time wealth intelligence dashboard.
Interactive Wealth Calculator
Model your future corpus with compound interest projections on Mutual Fund SIPs or Lumpsum investments.
Frequently Asked Questions
Clear, transparent answers about our multi-asset portfolio consolidation, regulatory credentials, bank-grade encryption, and statement automation.
YS Digital Portfolio is an institutional wealth intelligence suite built by YS PORTFOLIO (ARN 145084). It is designed for high-net-worth individuals (HNIs), active retail investors, and family offices who want to consolidate multi-broker equities, all Mutual Fund schemes across AMCs, bonds, and cash ledgers into one executive real-time command center.
Have a specific portfolio question?
Our client advisory desk is available to assist with onboarding, statements, and wealth queries.
Speak with a Certified
Wealth Advisor
Connect with our advisory desk for personalized portfolio analysis, tax-efficient restructuring, or estate planning.
Authorized Client Access
Registered account holders can sign in directly to inspect real-time valuations and trade histories.