Wealth Hub

Your entire net worth, in one AI-read dashboard.

Equities, mutual funds, and F&O positions across every connected broker and demat account — unified into one view, with the same Capulse reasoning behind every number.

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WEALTH HUB · SAMPLE
Total Net Worth
Across 3 brokers, 2 demat accounts
₹18.4L
Equities 62%
I-Score weighted avg: 71/100
₹11.4L
Mutual Funds 28%
Overlap flagged on 2 schemes
₹5.2L
F&O (Open) 10%
2 positions, 1 near stop-loss
₹1.8L

What the Wealth Hub does

One command center for money spread across many places.

Most investors track wealth in fragments — one broker app, one MF platform, a spreadsheet for the rest. Wealth Hub pulls all of it into a single Capulse-scored view.

Multi-broker, multi-demat net worth

Connect every broker and demat account you hold — Wealth Hub consolidates equities, mutual funds and F&O exposure into one real net worth figure, updated live.

Accounts connected
3 brokers · 2 demat
Sector concentration
Overweight IT

Risk Heat Map

See concentration risk across sectors, market caps and single stocks at a glance — before a single bad sector call does outsized damage to your whole portfolio.

Demat account analytics

Corporate actions, dividend tracking, and holding-period tax context (STCG/LTCG) surfaced automatically across every connected demat account.

LTCG-eligible holdings
₹6.1L
Suggested rebalance
Trim IT by 8%

Portfolio rebalancing suggestions

Capulse flags when your actual allocation has drifted from your stated targets, with specific, explainable rebalancing suggestions — not just a generic "diversify more."

Works with

Trade directly from what you see.

Wealth Hub is read-only intelligence — when you're ready to act on a rebalancing suggestion or a flagged position, jump straight into Multibroker Connect & Trade or the Trade Center.

See your real net worth in one view.

Connect a broker or upload your portfolio — free for 14 days.

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