Personal portfolio manager for cash, gold & silver, stocks, mutual funds, crypto, real estate and loans
Subscription clarity
Stage
Not given
Not given
Founded
Not given
Not given
Based in
IN
Not given
Pricing model
Freemium
Freemium
Pricing
Free plan with limited accounts and holdings per category, manual price entry. Plus at ₹299/month or ₹2,999/year (save ~16%), or $10/month or $99/year, with unlimited accounts, live price sync, multi-currency support and PDF reports. 15-day Plus trial included with every new account, no card require
Free for up to 5 subscriptions. Pro is a one-time purchase on each platform (iPhone and Windows).
Key features
Unified dashboard for all assets—cash, stocks, crypto, real estate, loans and gold
Broker statement import for stocks and mutual funds
Live price synchronization for gold, stocks and crypto
PDF net worth reports for download or email
Bank-grade encryption and optional account details
Family linking to view multiple accounts from one login
Goal tracking for savings targets
EMI and loan management with due-date reminders
Find subscriptions from screenshots and receipts
View yearly cost across different currencies
Track upcoming renewals and price changes
Sync between iPhone and Windows via iCloud
Categorize and organize subscriptions
Read bank statements and CSV files
What makes it different
Genuinely useful free plan that is not a crippled trial
Built for Indian users with INR pricing, local payment options and portfolios designed around Indian financial life
One accurate net worth across all assets automatically converted to your base currency
No account or bank login needed
All data stored locally on your device
One-time purchase instead of subscription for Pro
Finds subscriptions automatically from images and statements
Subvanta