One Dashboard for All Your Investments

Quick Answer: Trezoriq's Portfolio Tracker lets Indian investors monitor stocks, mutual funds, FDs, and gold in one dashboard. It calculates XIRR, shows asset allocation, and generates a PDF annual report — all without sharing data with any server.

Stop switching between 5 different apps. Track your net worth growth with professional-grade analytics and 100% data privacy.

Try it free

XIRR Analytics

Calculate exact annualized returns for your SIPs and Lumpsum investments. Compare your performance against Nifty 50 benchmarks.

Asset Allocation

Visualize your diversification across Equity, Debt, Gold, and Cash. Spot over-exposure to specific sectors or fund houses.

100% Private

Your sensitive financial data is stored locally in your browser. We have no servers and no access to your portfolio value.

Frequently Asked Questions

How do I import my mutual funds?

You can import your CAS (Consolidated Account Statement) from CAMS/KFintech or enter your holdings manually. Trezoriq parses the data locally.

Does it support US Stocks?

Yes, you can track US stocks and ETFs. The tracker automatically converts USD values to INR for a unified net worth view.

Is it really free?

Yes. Basic tracking is free forever. Advanced PDF reports and multi-device sync are part of the Pro plan.