AS
No holdings parsed yet. Drop a broker P&L PDF, MF capital-statement, or EPF passbook into Inbox to populate this page. Go to Inbox →
Or connect a broker (Zerodha, Dhan, Upstox, Angel One) for automatic sync — no statements to upload. Connect a broker →

Asset allocation

NAV

—

  • Equity + MFs—
  • FDs + bonds—
  • EPF + NPS—
  • Cash—

Allocation appears once 1+ statement parses.

Portfolio value vs Nifty 50

Once 2+ months of statements parse, the trajectory chart populates.

FY 20-21 → FY 25-26 · Your value vs Nifty hypothetical

Capital gains booked · per AY

No realised gains/losses yet · no broker exits parsed.

Goals · funding pace

Pro Family
Add your first goal — retirement, house, kid education — to enable funding-pace projections. Available on Pro Family.