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OneBrokerView FAMILY WEALTH

Your family's money.
One place.

Stocks from ICICI Direct, Kotak Neo, Zerodha and Groww, plus mutual funds, bank balances, property, loans, insurance and monthly spending, for you and your family.

  • Keys are encryptedBroker and AI keys are encrypted before they're saved. We never ask for your broker password or MPIN.
  • Live data stays with your brokerHoldings, positions and orders are read from your broker each time you look. What you add yourself, like bank balances, loans or an uploaded statement, is saved so you don't type it again.
  • You can take it all with youDownload everything, or delete your account and all of it, from Tools, Security. Disconnecting a broker deletes its keys.
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OneBrokerView FAMILY WEALTH
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Broker keys are encrypted and live holdings are fetched from your broker each time, not stored. What you add or upload yourself (funds, trades, statements, loans, property, family members) is saved to your account, and you can download or delete it any time under Tools, Security. Nothing here is investment advice. See the Terms & Privacy.
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Overview

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Assistant
Calculations on your data, not financial advice. It can read your records but can't place orders or change anything.
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Your Accounts
Add a Broker Account ▶ Watch how
ICICI ⚠️
Kotak
Zerodha
Groww
⚠️ ICICI connections are currently unavailable — ICICI has changed something on their end that's blocking our integration. We're working on it; try Kotak or Zerodha for now.
Needs an active ICICI Direct trading & demat account.
  1. Log in at api.icicidirect.com/apiuser/home with your ICICI Direct credentials
  2. On the Breeze API dashboard, create a new app to get your API Key and Secret Key
Free to use.
Needs an active Kotak Securities Neo trading account.
  1. In the Kotak Neo app: More → Trade API → Create New Application — this gives you the Consumer Key (also called Access Token)
  2. Make sure TOTP (Google/Microsoft Authenticator) is set up for your Neo account — login needs a 6-digit TOTP code, not just your MPIN
Free to use.
Needs an active Zerodha trading account.
  1. Sign up at developers.kite.trade/signup using the email linked to your Zerodha account
  2. Under "My Apps" → "Create New App", fill in an app name, your Zerodha Client ID, and any redirect URL (this app doesn't use it — you'll paste the login token here manually)
  3. Choose the free "Personal API" plan — this app only reads holdings/positions/orders/funds and places orders, not live market data, so the paid ₹500/mo plan isn't needed
Double-check current plan details on Zerodha's site — they do change.
🧪 Newly added — connecting via Groww hasn't been verified against a live account yet.
Needs an active Groww trading account.
  1. Go to groww.in/trade-api/docs, log in, and generate an API Key
  2. Provide either the Secret Groww gives you with the key, or a TOTP Secret if you set up TOTP-based auth instead — only one of the two is required
Free to use.
Activity Log
How to add a broker account

Shows ICICI, Kotak, and Zerodha end to end — filling in the alias & API credentials, saving, and reaching each broker's connect step. Credentials shown are fake placeholders.