How I Saw My Complete Net Worth for the First Time in One Dashboard

I had been investing for 7 years. ICICI Direct for Indian equity. Axis Securities for a few picks. IBKR for US stocks. Three SIPs running on Groww. Two insurance policies somewhere in email. A home loan I tried not to think about.

I knew I was "doing okay" — but I had no idea what my actual net worth was. Not even a rough number.

The spreadsheet phase

Like most investors, I tried maintaining a Google Sheet. It lasted exactly 11 days. Updating prices manually, calculating P&L, tracking dividends — it was a part-time job I didn't sign up for.

Then I found White Stallion AI.

Two minutes to clarity

I uploaded my ICICI Direct holdings CSV. Then my Axis Securities file. Added my US positions manually. The app auto-detected each broker format — no configuration needed. It supports 10 Indian brokers including Zerodha, Groww, Angel One, and Kotak.

Within two minutes, I was staring at a number I'd never seen before: my total net worth. Indian equity + US stocks + mutual funds + fixed deposits, minus loans. All in one view.

What surprised me

The sector allocation chart was a wake-up call. I thought I was diversified — turns out 47% of my portfolio was in banking and financial services. The Health Score feature rated me 58/100, flagging concentration risk and insufficient insurance cover.

The features that changed how I invest

The Home tab shows a command briefing every morning: your portfolio value, top gainers and losers, health score, and AI-generated insights. It's like having a Bloomberg terminal that actually understands your positions.

The Net Worth tab breaks everything into a visual pie chart: equity, mutual funds, fixed income, insurance, real estate, gold, loans. You see your complete financial picture at a glance.

For whom is this built?

If you invest across multiple brokers, hold mutual funds, have insurance policies, and loans — and you've never seen all of it in one place — this is for you. It's free, runs in your browser, and takes 2 minutes to set up.