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📖 How-to Guide

Keep your Portfolio Current

When to update, how to edit, and why it matters.

The Nudge Modal
worthly.online/dashboard
Net Worth
₹84.5L
India Equity
₹28.7L
Global
₹15.4L
✦ What's new since you last visited
📊Health Check now scores FX risk separately
🔄What Changed banner tracks market pulse daily
Which brokers do you use?
Zerodha
Groww
INDmoney
IBKR
Vested
On return visits, Worthly shows a nudge modal if you're missing broker info or new features were added. Fill in what you use — it helps prioritise which CSV importers to build next.
Edit Holdings
worthly.online/edit → India Stocks
India Stocks

Update quantity or average cost for each holding.

Stock Qty Avg ₹
TCS
Tata Consultancy
INFY
Infosys Ltd
HDFCBANK
HDFC Bank
Open the wizard from Edit Holdings, go straight to the step that changed. Update the quantity or cost of each holding — no need to re-enter everything from scratch.
Recalculate
worthly.online/dashboard
Ready to see your updated net worth?

Hit Recalculate whenever something changes — new purchases, SIP accumulation, a bonus, a sale.

Takes ~10 seconds · No data leaves your device
Updating your portfolio…
Fetching TCS live price…
Your new net worth
₹87.2L
↑ +₹2.7L since last time
Each recalculation adds a snapshot to your net worth history chart — building the timeline that shows your real progress over months and years.