Net worth and portfolio tracker for Indian investors
Stage
Not given
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Founded
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Based in
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IN
Pricing model
Not given
Freemium
Pricing
Basic: $5/month or $40/year (billed yearly). Pro: $8/month or $60/year. Ultra: $12/month or $100/year. First month free.
Core: free. Pro: ₹79 per month or ₹799 per year on launch pricing (first 100 accounts); regular pricing ₹129 per month or ₹1,299 per year. Available as auto-renewing UPI Autopay or one-time payment.
Key features
Portfolio holdings monitoring across multiple accounts
Multi-segment allocation tracking with up to 10 levels
Allocation drift notifications via email and Telegram
Rebalancing plan calculation with specific asset actions
Support for stocks, ETFs, crypto and currencies from 70+ exchanges
Customizable drift limits and waiting periods for alerts
Automatic 24/7 value and allocation updates
15-minute delayed or end-of-day market data
Track 15 asset classes including stocks, ETFs, mutual funds, real estate, gold, bonds, fixed deposits, crypto and more
Bank statement import with automatic categorisation (CSV and PDF)
Life Map cash timelines and scenario planning with breaking points
Retirement and FIRE calculators including Coast FIRE and Barista FIRE options
Pro Score automated insights and risk/protection checks scored out of 100
Full data export and deletion capability at any time
What makes it different
User-defined rules determine when alerts trigger, not the system
Alerts only sent when both drift and time conditions are met simultaneously
Detailed rebalancing actions specify exactly which assets to buy and sell in each account
Nested segment structure allows organizing portfolios by purpose, region, risk or custom categories
No investment advice, no commissions, no data sales—only software for tracking and automated observations
Launch pricing locked for life on auto-renewing subscription at ₹79/month or ₹799/year instead of regular ₹129/month or ₹1,299/year
Folify
Fintrack Labs