Portfolio Tracker
Privacy-focused hub for your total Net Worth.
Aggregate Assets
Import CAS or manually list Stocks, MF, Real Estate, and Gold.
Classification
Categorize by Liquidity (High/Low) and Risk profile.
Allocation Audit
Compare current allocation against target risk profile.
Rebalancing
Identify sell/buy actions to maintain diversification.
Liquidity Ratio
Percentage of Net Worth convertible to cash in < 48 hours.
CAGR vs XIRR
Dynamic return auditing accounting for inconsistent inflows.
Asset Overlap
Detection of redundant risk across different mutual funds.
Zero-Server Parsing
CAS statements are parsed locally using in-browser WASM engines. Your financial identity never leaves your device.