Your money is spread across SIPs, a few funds, some shares, an FD at one bank, PPF and a little gold, and no single app shows it all. This tracker does, without asking you to link bank or broker accounts. Add each investment once, update the current value when you check your apps, and see the total invested, today’s value, overall gain and how your money is split between asset types.
loading toolHow to track your portfolio
- Choose the type (SIP, mutual fund, shares, FD, PPF, gold, property or other) and give it a name.
- For a SIP, type the monthly amount and start date: the invested total grows each month by itself.
- For an FD or PPF, type the amount and interest rate; the current value is worked out with quarterly compounding.
- For funds and shares, type today’s value from your app or statement, and tap ✎ to update it now and then.
Good to know
- Asset mix shows the share of your money in each type, which helps you see whether you hold too much in one place.
- The yearly return shown under a holding is the compound annual growth since you bought it (shown after one year).
- Add a maturity date to an FD so its value stops growing after that date.
- Download the list as CSV for your records or to share with your financial adviser.
Questions
Where is my data saved?
Only in this browser on this device, the way a chat app keeps chats on your phone. Nothing is uploaded and there is no account. Use Backup to save a copy as a file (Restore brings it back, even on another phone or computer), and back up before clearing your browser data. The My Data tool backs up every record tool in one go.
Does it fetch live prices?
No. It never connects to the internet for prices or accounts, which keeps it private and free. Type the current value from your fund app, broker or statement when you want to update.
Is this investment advice?
No. It is a record keeper. It does not recommend what to buy or sell. For advice, speak to a SEBI-registered adviser or a qualified professional where you live.
How is FD value worked out?
Amount × (1 + rate ÷ 400) raised to (4 × years), which is quarterly compounding as most banks use. Your bank’s figure may differ slightly because of TDS and exact day counts.
Is my data private?
Yes. Everything happens inside your own browser: nothing you type or choose is uploaded to us or anyone else.
Is it free?
Completely free, with no sign-up, no watermark and no limit on how many times you use it. Light ads keep the site running.
