Everything you need

A complete personal finance dashboard for Indian investors

WealthAnalytics brings together every aspect of your financial life — net worth, investments, goals, and cashflow — into one clean, private dashboard.

Net Worth

Know your exact net worth — always

Assets minus liabilities, calculated automatically every time you log a change. No manual totalling, no formulas. Your real financial position, on demand.

  • Automatic calculation across all asset classes
  • Month-over-month trend with growth percentage
  • Complete timeline of your wealth journey
  • Includes all assets and all liabilities
Investment Analytics

Analyze your entire investment portfolio

Track stocks, mutual funds, SIPs, ETFs, gold, and fixed income in one unified view. See real allocation, performance, and sector concentration across every instrument you own.

  • Multi-broker, multi-AMC portfolio in one view
  • Asset allocation breakdown by class
  • Individual investment returns (absolute & %)
  • Concentration risk identification
Visual Dashboards

Clear visual dashboards that actually make sense

Interactive charts, trend lines, and allocation graphs that turn raw financial data into insights you can act on. No spreadsheet skills required.

  • Net worth history chart (6M, 1Y, all-time)
  • Portfolio allocation pie chart
  • Expense category breakdown
  • Monthly savings rate trend
Assets & Liabilities

Track every asset and liability honestly

From home loans to gold holdings — log everything and see how each item affects your net worth. The full picture, including the parts people prefer to ignore.

  • Physical assets: real estate, gold, jewelry, vehicles
  • Financial assets: FDs, bonds, EPF, PPF, NPS
  • Liabilities: home loan, car loan, personal loans, credit card
  • Each item shows its contribution to net worth
SIP & Mutual Fund Tracking

Track SIPs and mutual funds with real detail

Log monthly SIP installments and watch your corpus grow. Compare actual performance against your projections over time.

  • Per-SIP installment history
  • Cumulative corpus calculation
  • Fund-level return tracking
  • ELSS and tax-saving fund support
Goals

Set goals and track your progress in real time

Define financial targets — emergency fund, house down payment, retirement corpus — and see exactly how close you are based on your current trajectory.

  • Custom goal amounts and timelines
  • Real-time progress percentage
  • Linked to relevant accounts and investments
  • Alerts when milestones are reached
Privacy & Security

Privacy-first by design — not by policy

No bank linking. No Aadhaar. No broker connections. You enter your data manually — and we protect it with enterprise-grade security so only you can see it.

  • Row-level security (only your account reads your data)
  • AES-256 encryption at rest, TLS in transit
  • No open banking, no credential sharing
  • Export everything anytime in CSV, Excel, JSON
Family Profiles

Track household wealth as a family

Create separate profiles for each family member and view combined household net worth. Ideal for couples managing joint financial goals.

  • Multiple profiles under one account
  • Individual and consolidated views
  • Shared goal tracking
  • Cross-profile net worth comparison

WealthAnalytics vs the alternatives

Feature
Spreadsheet
Broker App
WealthAnalytics
Net worth (assets − liabilities)
Multi-asset class viewManual
Visual trend chartsPartial
SIP history trackingManualPartial
Financial goal trackingManual
Privacy — no bank linking
Works on any device
Exportable dataLimited

Ready to see your full financial picture?

Start free — 30-day trial of the Starter plan. No credit card required.

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