A glimpse of PriLytics at work
A look at the main views and what each one tells you, from the consolidated dashboard to goals and the family picture. Everything here is computed and stored on your own computer; nothing is uploaded. Use the tabs or arrows to move between them, and click any screen to enlarge it.
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Your whole net worth on one screen, pulling together mutual funds, NPS, PPF, deposits, gold and REITs, with your allocation, performance, this year's tax and the health of every goal.
Your real asset mix
A look-through reads what your funds actually hold, so a hybrid fund is split into real equity, debt and cash, to two decimals.
Goals, kept on track
Each goal shows its value, XIRR, asset mix and progress to target, with a check on whether the equity share fits the time left.
Are you beating the index?
Your corpus over time against the same contributions put into an index, valued on the index's own daily NAV.
No surprises at filing time
This year's realised and unrealised gains, with an estimate of the tax due now so nothing catches you out in March.
A few details up close. The numbers are precise, the charts are honest, and all of it is worked out on your own computer.
Every mutual fund you hold, with its latest NAV, units, invested amount, current value, gain and XIRR. Filter by asset class, plan or fund house, and open any fund for the detail.
How your portfolio has actually grown, plotted against the same money put into an index like the BSE 100 on the same dates, so you can see whether you are beating the market.
Tie funds to a goal, set a target and a date, and see the projected corpus, the monthly SIP needed to reach it, and whether your equity mix suits how long you have left.
NPS, PPF, Sukanya, fixed and recurring deposits, gold bonds and REITs each get their own analytics, imported from a statement or added in a few taps.
This view is coming soon. It rolls every family member's portfolio into one net worth, allocation, performance and set of goals, while each member stays a separate, private account.