Turn your Zerodha holdings into a fundamentals-driven health score, AI summaries, and quarterly reports — in minutes. Free to start.
Open Holdings in Kite (web or app).
Use the download / export option to save your holdings as CSV or Excel.
Upload that file to Investory — the AI parser reads it automatically.
One number that rolls up quality, valuation, and momentum across every holding.
Revenue growth, margins, debt-to-equity, ROE, free cash flow, quarterly momentum.
Plain-English verdicts on each holding — what's strong, what needs attention.
A fresh, data-driven report in your inbox every quarter, changes highlighted.
Uploading a holdings file never exposes your Zerodha login. Investory only reads the stock symbols and quantities in the file. Data is encrypted at rest and in transit, and you can delete it any time.
Import once and get a health score, AI summaries, and quarterly reports. No credit card required to start.
Get started free