Investment Tracker for Indian Investors
Track stocks, mutual funds, SIPs, gold, FDs, and all your investments in one unified portfolio dashboard. Monitor performance, analyze allocation, and grow your wealth — with complete privacy.
Why every Indian investor needs a unified investment tracker
The average Indian investor holds assets across 4–6 different platforms: a broker app for stocks, an AMC or MFU portal for mutual funds, a bank app for FDs, a government portal for PPF/EPF, and possibly a physical receipt for gold. Seeing your total investment picture requires opening all of these simultaneously — which almost never happens.
The consequences of this fragmentation are real. Investors unknowingly hold overconcentrated portfolios — 70% in a single sector — because they have never seen all their holdings on one screen. They miss rebalancing opportunities. They underestimate or overestimate their total portfolio value. They do not know their true investment returns.
A good investment tracker solves this by centralizing every asset in one dashboard. You see your complete portfolio, allocation, returns, and trends — regardless of which platform or instrument holds each investment.
Investment types you can track on WealthAnalytics
Direct Stocks
Track NSE/BSE equity holdings with current market value and returns
Mutual Funds
Log equity, debt, and hybrid mutual funds. Track NAV-based returns
SIP Investments
Track monthly SIP installments and watch compounding over time
ETFs
Index ETFs, gold ETFs, sector ETFs — all tracked in one portfolio
Fixed Deposits
Log FD amounts and maturity dates. Track guaranteed returns
Gold
Physical gold, gold ETF, or sovereign gold bonds — all supported
PPF / EPF / NPS
Government retirement instruments with contribution tracking
Real Estate
Track property values and see how real estate fits your net worth
Portfolio analytics that actually help you invest better
Tracking investments is only the first step. The real value comes from investment analytics — the insights that show you whether your portfolio is working for you.
Asset allocation breakdown
See what percentage of your portfolio sits in each asset class — equity, debt, gold, real estate. Identify overexposure and rebalance with confidence.
Return on investment (ROI)
Track absolute returns and percentage gains across each investment. Know which instruments are performing and which are lagging.
Wealth growth over time
See how your investment portfolio has grown month by month. Visual trend lines show whether compounding is working in your favor.
SIP performance tracking
Log each SIP installment and track how your systematic investments are growing. Compare actual corpus against original projections.
Concentration risk alerts
Spot when your portfolio is overweight in a single stock, sector, or asset class — before it becomes a problem.
Diversification score
Understand how well-diversified your investments are across sectors, geographies, and asset classes at a glance.
Investment tracker vs broker apps vs spreadsheets
Broker apps show you only the investments held with that broker. Spreadsheets require manual maintenance and give you no visual analytics. A unified investment tracker like WealthAnalytics aggregates everything — regardless of where it is held — and does the analysis automatically.
| Capability | Broker App | Spreadsheet | WealthAnalytics |
|---|---|---|---|
| Multi-broker portfolio view | ✗ | ✓ (manual) | ✓ |
| Mutual funds + stocks together | ✗ | ✓ (manual) | ✓ |
| Auto allocation breakdown | Partial | ✗ | ✓ |
| SIP history tracking | Partial | ✓ (manual) | ✓ |
| Net worth integration | ✗ | ✓ (complex) | ✓ |
| No data privacy risk | ✗ | ✓ | ✓ |
| Visual analytics & trends | Limited | ✗ | ✓ |
How to set up your investment tracker in 10 minutes
- 1
Create a free account
Sign up with email. No credit card, no bank linking. Your 30-day Starter trial begins immediately.
- 2
Add your stock holdings
Enter each stock you own — company name, quantity, purchase price, and current price. WealthAnalytics calculates value and returns instantly.
- 3
Log your mutual fund investments
Add mutual fund schemes with invested amount and current NAV. Track lump sum and SIP investments separately.
- 4
Add SIP installments
Record your monthly SIPs by scheme and amount. The dashboard accumulates these over time, showing your growing corpus.
- 5
Include all other investments
Add FDs, gold, PPF, EPF, and real estate. A complete portfolio gives you the most accurate picture.
- 6
Review allocation and analytics
Your portfolio allocation chart, return summary, and net worth are all updated automatically. Review monthly and rebalance as needed.
Frequently asked questions about investment tracking
How do I track all my investments in one place in India?
WealthAnalytics lets you manually log every investment — direct stocks (NSE/BSE), mutual funds, SIPs, ETFs, FDs, gold, and more — into a single unified investment tracker. You enter the quantity, purchase price, and current value, and the dashboard calculates your total portfolio value, returns, and allocation automatically.
Can I track both stocks and mutual funds together?
Yes. WealthAnalytics is designed for multi-asset tracking. You can log direct equity holdings from any broker alongside your mutual fund SIPs, ETF investments, gold holdings, and fixed income instruments. All of them appear in one portfolio view with individual performance metrics.
Is WealthAnalytics connected to my broker or CAMS/KFintech?
No. WealthAnalytics is a manual-entry investment tracker — you enter your data yourself. This is a deliberate privacy choice. We do not connect to brokers, demat accounts, or CAS (Consolidated Account Statement) systems. Your investment data never leaves your control.
How do I track SIP performance over time?
Log each SIP installment as a transaction in WealthAnalytics. Over time, the dashboard shows you the total amount invested, current value, absolute returns, and XIRR (time-weighted return). You can compare actual SIP performance against your original target — something no spreadsheet does easily.
Can I see my portfolio allocation by asset class?
Yes. The portfolio allocation chart in WealthAnalytics breaks down your investments by category — equity, debt, gold, real estate, and other asset classes. This helps you spot concentration risk (e.g., being 80% in one sector) and rebalance your portfolio toward your target allocation.
What investment types can I track on WealthAnalytics?
You can track: direct stocks (any exchange), mutual funds (equity, debt, hybrid, ELSS), SIPs (monthly installments), ETFs (Nifty 50 ETF, gold ETF, etc.), fixed deposits, recurring deposits, bonds, PPF/EPF contributions, NPS, gold (physical or ETF), real estate, and insurance policies with surrender value. Essentially any financial asset.
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