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.