Account & Asset Management

Stock Portfolio & Broker Syncing

🕒 6 min read 🕒 Updated 23 Apr 2026

High-Frequency Investment Tracking

Wevanta supports tracking individual ticker symbols down to their real-time execution price.

The Auto-Sync Integration (Zerodha)

Navigate to Premium > Integrations and enter your Zerodha API Key. Wevanta routinely fetches your tradingsymbols and average prices, meaning your Net Worth automatically adjusts with the market in real-time.

Universal CSV Imports

If you use Groww, Upstox, or international brokers, export a CSV with headers: symbol, quantity, avg_price, current_price. Use the Import CSV tool to instantly build your stock portfolio across all custom holdings.