Investments
Stocks to post office schemes, in one portfolio.
Record every investment your family holds, member by member, and see one live total. Market prices and NAVs update on their own, so the number you see is the number that's true today.
“Where is all our money invested, and what is it worth today?”
What it covers
- Stocks
- Mutual funds
- Fixed deposits
- Bonds
- PPF & EPF
- NPS
- Post office schemes (NSC, KVP, MIS, SCSS, RD, Sukanya Samriddhi)
- Property, gold, silver & vehicles
Stock prices every 15 minutes
Holdings are valued with prices refreshed every 15 minutes, with P&L and a sector split.
Mutual fund NAVs every night
NAVs are pulled from AMFI daily, so SIPs and lump sums are always valued at the latest NAV.
Bulk import
Bring existing stock holdings in from an Excel or CSV file instead of typing them one by one.
Maturity dates in view
FDs, bonds and small-savings schemes show when they mature, so money isn't left sitting idle.
Physical assets too
Property, gold, silver and vehicles sit next to financial assets for a true net worth.
Per member, and together
See each person's holdings or the whole family's total with one switch.
Works together
Part of one family record.
Everything you add here counts towards the same family picture as the rest.
Next: Insurance
Start your family's record today.
Begin with one bank account or one policy. Add the rest when you have a quiet hour. Every entry is one less thing your family has to guess.