Funds
Every scheme searchable; a page of facts per fund; your own funds looked through into the companies beside your shares; screens and alerts on the facts that change. No order here: every page links to where you already invest.
Later · after the SEBI registration and the execution decision. Every button below would place or approve an order. Kite cannot place fund orders over its API, and Artha does not distribute funds; when an execution path exists, an execution-only platform in a separate entity, these screens return with the fund data the other tabs already build. Until then the tab shows this notice and nothing runs.

Systematic investing Later

Rules you set once; Artha would check them, tell you, and do nothing without your approval.
Guardrails+ New plan
Systematic investing: the three modes (monthly SIP on a screen, signal to action, signal-triggered) as read-only cards under the Later notice — coming soon
Quarterly review of a screen: exits, entries and holds in the screen's own terms with tax if sold, approval buttons drawn without handlers; the guardrail, why later, and what was dropped from mock 13 — coming soon
Guardrail: no silent execution. Every purchase and sale would need your approval, with a notice 24 hours before a monthly SIP runs. You could change an amount, skip a month or pause the plan at any time. The monthly cap you set, ₹20,000 in this draft, would never be exceeded, and a position that grows past your concentration limit would raise an alert, never a sale.

Why later, exactly

  • Kite's API cannot place fund orders: "order placement needs payment from the user's bank account". Only reads and SIP management exist.
  • Placing orders in funds Artha writes about needs a distributor's licence or an execution-only platform, in a separate entity from the research one.
  • "Sell 2 lines to keep the screen true" is portfolio-specific instruction, under the adviser regulations, until reframed as the member's own rule.
  • Everything the screens need to compute, matches, entries, exits, tax on a sale, is built by My funds and Screens and can show as a plan the member executes by hand.

Dropped from mock 13

  • "Best for: long-term builders", the AI verdict on the approval card, "that's the edge", "alpha vs Nifty": views, not facts.
  • "Backtested 24.8% CAGR" on a stock screen presented as a pick; a fund plan's history would be shown on the screener's own backtest strip, as the history of the member's rule.
  • The Smallcase comparison card.