On your computer · Encrypted · No cloud
Analytics for every part of your portfolio. Full privacy by default.
Mutual funds, NPS, PPF, SSA, deposits, sovereign gold bonds and REITs in one view. See your real return after every fee and tax, what you actually hold beneath the fund labels, and whether you are on track for the goals you set. Nothing is sent to any server; your statements never leave your computer.
At a glance
7asset classes in one consolidated view
0servers, sign-ups or cloud accounts
100%encrypted on disk, on your computer
What it computes
Every figure derived from your own statements
Nothing is estimated on a server. The calculations run on your computer, against the data you load.
- Holdings & returns
- Units, NAV, invested and current value, absolute gain and XIRR per fund. Sortable and filterable by asset class, plan or AMC.
- Performance vs benchmark
- Portfolio value over time against the same money in an index such as the Nifty 50 TRI, across any period.
- Capital gains & tax
- Realised gains by financial year with unrealised estimates, bucketed by equity and debt holding periods.
- True asset allocation
- A look-through that decomposes hybrid funds into their actual equity, debt and other exposure.
- Goals with guidance
- Tag funds to a goal, track progress against a target corpus, and see an equity glide path for your horizon.
- Family dashboard Coming soon
- Every family member's net worth, allocation, performance and goals consolidated into one view.