Investment Portfolio Tracker
Track all investments — Mutual Funds, Stocks, NPS, PPF, FD, Gold — in one place.
Add Investment
Frequently Asked Questions
What is asset allocation?
Asset allocation is how your money is distributed across different investment types (equity, debt, gold, etc.). A balanced allocation (e.g., 60% equity, 30% debt, 10% gold) reduces risk.
How often should I update my portfolio?
Monthly is ideal for tracking. Update current values after your SIP date or when you check your brokerage app. Avoid daily tracking as it leads to emotional decisions.
Is my portfolio data private?
Yes. Everything is stored in your browser's localStorage. No data is transmitted to any server.
What is a good asset allocation for a 30-year-old?
A common rule of thumb: (100 - your age)% in equity. So a 30-year-old could have 70% in equity (MF + stocks), 20% in debt (PPF, FD), and 10% in gold/alternatives.
Should I include real estate?
If you own investment property (not your primary home), track it here. Use current market value as the "current" field. Your primary home is not typically counted as an investment asset.
What is XIRR vs CAGR for portfolio returns?
This tool shows absolute returns. For annualized returns with multiple SIP entries, use our CAGR calculator. XIRR is better for irregular cash flows and SIPs.