NYST
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Everything you need to see your whole portfolio.

Built around the questions investors actually ask: what do I own, how is it doing, and what should I look at next? Every screenshot below is the real product, shown with sample data.

One view of everything you own

Your value today, what you have invested, profit and loss, and how you are doing against the market, all on one screen.

  • Total value, daily change and money-weighted return (XIRR)
  • Nifty 50 and Sensex alongside your own numbers
  • A value chart and allocation by sector, asset type or market cap
  • Each portfolio compared side by side
The NYST dashboard with total value, returns, market indices, a portfolio value chart and an allocation donut.The NYST dashboard with total value, returns, market indices, a portfolio value chart and an allocation donut.
Sample data from the NYST demo workspace.

Every holding, in detail

Stocks, ETFs and mutual funds in one table, with the numbers that matter for each position.

  • Quantity, average cost, current price, day change, value, profit and loss, and weight
  • Filter by equity, ETF, mutual fund or debt
  • Group by portfolio, sector or asset class
  • Save your own views and choose your own columns
The NYST holdings table listing stocks and mutual funds with quantity, cost, price, value and returns.The NYST holdings table listing stocks and mutual funds with quantity, cost, price, value and returns.
Sample data from the NYST demo workspace.

See what is driving your returns

Know which holdings made you money and how much each one contributed, instead of guessing from the total.

  • Contribution to profit and loss, ranked by rupee impact
  • Returns that account for when you invested
  • Realised and unrealised gains separated
  • Benchmark and risk views
The NYST analytics page ranking holdings by their contribution to profit and loss.The NYST analytics page ranking holdings by their contribution to profit and loss.
Sample data from the NYST demo workspace.

Dividends and income, tracked

Every payout on record, with yield and tax deducted, so income does not get lost in a statement.

  • Monthly dividend income for the last 12 months
  • Top contributors, with yield on current value and on cost
  • Gross, tax deducted at source and net for each payout
The NYST dividends page with a monthly income chart, top contributors and a table of payouts.The NYST dividends page with a monthly income chart, top contributors and a table of payouts.
Sample data from the NYST demo workspace.

Capital gains, ready by financial year

Short-term and long-term gains worked out from your own transactions, one taxpayer at a time.

  • Short-term and long-term gains for each financial year
  • Dividend income and tax deducted
  • Each PAN shown separately, so family members are never mixed together
The NYST tax page showing short-term and long-term gains, dividend income and tax deducted for each PAN.The NYST tax page showing short-term and long-term gains, dividend income and tax deducted for each PAN.
Sample data from the NYST demo workspace.

Import, don’t retype

Bring in what you already have from the sources Indian investors actually use.

  • Mutual fund statements (CAS) from CAMS and KFintech
  • Contract notes from Zerodha and Motilal Oswal
  • A CSV or Excel template for anything else
  • Rebuild portfolios from a data export from another account
The NYST import page listing CAS statements, CSV and Excel templates and broker contract notes.The NYST import page listing CAS statements, CSV and Excel templates and broker contract notes.
Sample data from the NYST demo workspace.

Reports you can hand to anyone

A library of ready-made reports for you, your accountant or your clients.

  • 25 reports across performance, capital gains, transactions, income and more
  • Download as CSV, Excel or PDF
  • Client-facing versions for advisors
  • Formats for tax software
The NYST reports hub showing report cards such as Annualised XIRR, Portfolio Summary and Transaction Wise Returns.The NYST reports hub showing report cards such as Annualised XIRR, Portfolio Summary and Transaction Wise Returns.
Sample data from the NYST demo workspace.

And more

Recap and watchlist

A periodic recap of what changed, and a watchlist for instruments you are following.

Families and clients

Organise holdings across multiple portfolios and people, with access you control.

Two-factor sign-in

Protect your account with an authenticator app and backup codes.

Get started free

See it with your own holdings.

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