Portfolio Dashboard
Track your financial journey and build wealth systematically
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Total Assets
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Liabilities
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Add and manage your financial assets across different categories to get comprehensive insights
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Assets & Investments
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Properties, land, REITs
Physical, digital gold
Bank FDs, corporate bonds
Indian company shares (NSE/BSE)
SIP, lump sum investments
Life, health, motor policies
Money lent to others
US company shares (NYSE/NASDAQ)
Bitcoin, Ethereum, Altcoins
Government, corporate bonds
Savings, current accounts
Credit card accounts and balances
Build Your Complete Financial Picture
Add detailed information about your assets and liabilities to get personalized insights, recommendations, and track your financial progress effectively.
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Portfolio Builder
Add 5+ different assets
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Diversification Expert
Have 3+ asset types
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Goal Achiever
Set 3+ financial goals
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