Portfolio Overview

Last updated: Just now
Total Portfolio Value
₹12,84,350
+₹24,180 (+1.92%) today
Total Invested
₹10,50,000
Across 4 asset classes
Total P&L
+₹2,34,350
+22.32% overall returns
XIRR (Annualised)
18.4%
Since Jan 2022 · 3.2 yrs

Portfolio Performance

Net value over time vs. invested amount

Allocation

By asset class

₹12.8L Total

Asset Breakdown

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Stocks

12 holdings
+3.2%
₹5,42,800
Invested: ₹4,20,000
+₹1,22,800 (+29.2%)
Top holding RELIANCE +4.1%

Mutual Funds

5 schemes
+1.8%
₹4,18,500
Invested: ₹3,60,000
+₹58,500 (+16.2%)
Top scheme Mirae Large Cap +2.1%

Crypto

6 coins
-3.1%
₹1,98,050
Invested: ₹2,20,000
-₹21,950 (-9.9%)
Top holding Bitcoin (BTC) -2.8%

Gold & FDs

3 items
+0.9%
₹1,25,000
Invested: ₹1,00,000
+₹25,000 (+25.0%)
Best FD SBI FD 7.1% 7.1% p.a.

Recent Transactions

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Asset Type Qty / Units Price Amount Date P&L
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Stocks & Equity

Your equity holdings, live prices, and buy/sell interface.

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Mutual Funds

SIP tracker, NAV history, and scheme comparison.

Crypto Portfolio

Live coin prices, wallet tracking, and DCA calculator.

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Digital Gold & Fixed Deposits

Gold holdings in grams, FD maturity tracker, and interest calculator.

Watchlist

Track assets you're watching with price alerts.

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Transaction History

Full audit trail of all buys, sells, dividends, and SIPs.

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Settings

Profile, API keys, notification preferences, and data export.