Titration pulls your stocks, mutual funds, and crypto into one dashboard — and reads your broker statements so you never enter data by hand.
5+
asset classes
AI
document parsing
0
manual data entry
Total Portfolio Value
Nifty 50 ETF
Mutual Fund
₹9,42,000
+2.1%
HDFC Bank
Stock
₹4,18,500
-0.8%
Bitcoin
Crypto
₹3,91,200
+5.3%
From import to tax report — Titration handles the full lifecycle of your investments.
Stocks, mutual funds, and crypto in one view. Live prices, allocation chart, and net worth — always current.
Drag in a broker PDF, contract note, or CSV. Titration figures out the rest — no template required.
Claude reads your documents and pulls out every trade, fee, and holding. Messy documents become clean data.
Imported holdings are matched against your portfolio. Conflicts surface for review — nothing changes without your say.
STCG and LTCG calculated automatically. See your tax position and spot harvesting opportunities before year end.
Yahoo Finance for stocks, CoinGecko for crypto, AMFI for Indian mutual funds. Prices refresh on demand.
Three steps from zero to full portfolio visibility.
Drag in broker statements, account summaries, or trade confirmations — PDFs or CSVs.
Claude parses every document and structures the holdings, quantities, and prices into clean data.
Reconcile imported data against your portfolio. Approve changes or edit before anything is saved.
Free to start. No credit card. No broker integrations to maintain.
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