Fragmented portfolio information
Switching between different investment records makes it harder to understand your overall position.
Clarity for every investment decision
Your investments.
Smarter insights.
Bring your stocks and mutual funds together. See portfolio performance, understand profit and loss, and stay informed with personalized daily reports.
Stocks & mutual fundsAI-assisted insights*Personalized dashboard
Portfolio at a glanceIllustrative preview
StocksPerformanceOne consolidated view
Mutual FundsNAV trackingScheme-level visibility
Daily P/LAt a glancePrice-data dependent
Email ReportsDaily summaryPersonalized updates
Performance overviewIllustration only
Sample interface illustration — not actual investment data or returns.
The challenges
Investment tracking shouldn't feel like a second job.
When investments are spread across categories and records, understanding the complete picture takes unnecessary time.
Manual performance calculations
Working out invested value, current value, and profit or loss can become repetitive and error-prone.
Missed daily updates
Without a regular summary, important movements and data gaps can be easy to overlook.
What you can do
A clearer picture of your portfolio.
Practical tools designed to make ongoing investment monitoring simpler.
Stock portfolio tracking
Review stock holdings, investment value, and profit-and-loss summaries in one place.
Mutual fund monitoring
Keep track of mutual fund holdings and NAV-based portfolio valuations.
Consolidated dashboard
See combined invested value, portfolio value, and available performance information.
Daily email summaries
Receive personalized portfolio reports when email notifications are enabled.
Individual user accounts
Access portfolio information associated with your own account.
Data freshness visibility
Understand when missing stock prices or mutual fund NAVs affect reported results.
Simple workflow
From scattered numbers to useful insights.
Sign in
Use your account to access your personal portfolio dashboard.
Review your holdings
Explore stock and mutual fund performance information in one place.
Stay informed
Enable daily email reports to receive scheduled portfolio summaries.
We're here to help
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