Nothing you don't.
One subscription covers everything — portfolio tracking, AI coaching, calculators, screener, watchlist, and more.
India investment portfolio
Upload your NSDL statement for equities, SGBs, bonds, NPS and demat holdings. Upload CAMS or KFintech for complete MF folio history and XIRR calculation.
- XIRR calculated from full transaction history
- TER leakage vs direct plans with tax-aware switch analysis
- SGBs, corporate bonds, G-Secs, NPS all captured
- Two-step guided connect — CAMS first, NSDL second
US investment portfolio
Connect your US brokerage accounts securely. Holdings auto-load with XIRR computed from inception.
- Supports Schwab, Vanguard, Fidelity, E*Trade, Morgan Stanley and more
- Cross-account summary in USD and INR at live exchange rate
- XIRR on combined US and India portfolio
Net worth and portfolio summary
See your complete financial picture — India, US, real estate, gold, and other assets minus liabilities — in one number.
- INR/USD toggle with live exchange rate
- Add real estate, gold, FDs, business interests manually
- Add liabilities — home loan, car loan, credit card outstanding
- AI coach insights on your overall portfolio
AI stock screener
Search any stock by name or ticker. Or ask in plain English and get instant results with full fundamentals.
- Live prices for US and Indian stocks
- 8 fundamental metrics: P/E, P/FCF, ROE, operating margin, revenue growth, 52-week range
- 30-day price sparkline on every stock
- AI search with rationale — know why each stock was surfaced
Watchlist and price alerts
Add any stock to your watchlist. Set price alerts and get notified the moment it hits your target.
- No limit on watchlist size
- Above and below price alerts per stock
- Email and push notification delivery
- Daily digest of watchlist performance
Rent vs buy calculator
The most comprehensive rent vs buy analysis — with stamp duty, renovation costs, and AI deep-dive scenarios.
- Down payment 0-100% with full amortisation model
- Stamp duty and renovation in acquisition cost
- AI insights: down payment optimisation, price sensitivity, break-even horizon
- PDF report with branded output
XIRR calculator
Calculate true annualised returns on any investment with full transaction history. More accurate than CAGR for SIPs.
- Multi-account combined XIRR
- CSV upload for bulk transactions
- Handles SIPs, lump sums, partial withdrawals
FI calculator
Calculate your financial independence number — how much you need and how many years away you are.
- FIRE number by safe withdrawal rate
- INR/USD toggle with inflation adjustment
- Age-adjusted expense modelling
Budget planner
Track income vs expenses. Know your savings rate and how much you can invest each month.
- Income and expense categories
- Savings rate and guilt-free spending calculation
- Monthly and annual view
Real estate calculators
RE XIRR and RE vs equity comparison — with rental income, appreciation, and mortgage modelling for Indian real estate.
- Levered and unlevered XIRR
- Refinancing event support
- RE vs equity comparison over any horizon