Family net worth tracker for India
Family net worth tracker for India
Portfolio360 is a personal finance app for Indian households that tracks net worth across assets and liabilities. It can include equities, mutual funds, EPF, PPF, NPS, gold, fixed deposits, property, loans, EMIs, and credit card balances. The app presents a net worth dashboard and provides portfolio figures such as live prices, daily changes, asset allocation, and XIRR, along with cashflow and financial independence planning information. Users can import investment data from consolidated account statements or Zerodha, or enter holdings manually. They can also set up recurring mutual fund investments by providing the amount, monthly date, and start date. The app records instalments and calculates returns using dated cash flows. It indicates when records are incomplete or instalment data does not match the stated investment amount rather than estimating missing information. Other capabilities include unlimited holdings, CAS and broker imports, investment history, and a tax pack showing capital gains by lot using FIFO matching. Portfolio360 is designed for use on Android and iPhone, with fingerprint or Face ID access. The website describes automatic nightly pricing and offers 90 days of history in one feature listing, while also referring to full history in another. It is intended for people who want to consolidate household financial information, review assets and debts, monitor investment performance and cashflow, or track progress toward financial independence.