Your entire wealth,
one dashboard.
Track stocks, mutual funds, gold, crypto, EPF, FD, and expenses. Auto-import from CDSL and SafeGold emails. Built for Indian investors.
Portfolio Dashboard
Stocks Portfolio
Expense Tracker
Everything you need
Built specifically for the Indian investor — from equity to digital gold to UPI expenses.
Stocks & Mutual Funds
Track your equity and MF portfolio with live NAV, XIRR, and P&L across all holdings.
Gold & Crypto
Monitor digital gold and crypto positions with real-time prices from SafeGold and CoinDCX.
EPF, FD & RD
Keep tabs on provident fund, fixed deposits, and recurring deposits in one place.
Expense Tracking
Log daily spending and set recurring expenses. See your savings rate month by month.
Investment Goals
Define financial goals and track progress toward them as your portfolio grows.
Unified Dashboard
One master dashboard showing your entire net worth, allocation, and XIRR across all assets.
Email Auto-Import
Connect Gmail to auto-import CDSL eCAS and SafeGold statements — no manual data entry.
Claude AI Integration
Ask questions and log transactions in natural language via the Claude MCP integration.
UPI Auto-Track
iPhone Shortcut automatically logs UPI payment SMS as expense transactions instantly.
Talk to your finances
Connect your data to Claude AI via the Model Context Protocol. Ask questions, log transactions, and analyse your portfolio — all in plain English, right inside Claude.ai.
Start tracking today
Free forever. No subscriptions, no ads, no data selling.