Family Portfolio Tracker

Family Portfolio Tracker is a private, ad-free way for an Indian household to see all of its investments together — across every family member — in one consolidated view. WHAT YOU CAN TRACK • Stocks (NSE / BSE) — live prices • Mutual funds — daily NAV from AMFI, with scheme search • ETFs, REITs and InvITs • ESOP, RSU and ESPP employee shares • NPS, PPF and EPF balances • Post Office schemes — SSY, NSC, KVP, SCSS, POMIS, TD and RD • Bonds, NCDs / CCDs and Sovereign Gold Bonds • Bank, corporate and NBFC deposits • Physical assets (gold, property and more) • Loans — so you see net worth, not just what you own ONE HOUSEHOLD, EVERYONE'S INVESTMENTS Invite your spouse or family members to your household. Each person signs in with their own account and updates their own holdings, and everyone sees the same combined portfolio. You control who can view and who can edit with simple roles (Owner, Admin, Editor, Viewer). REPORTS THAT ANSWER REAL QUESTIONS • Capital gains, lot by lot — oldest units sold first (FIFO), short versus long term against the right holding period for each kind of investment, by financial year. Export the whole working to Excel or PDF for your tax adviser. Gains and holding periods only — no tax is computed • Annualised return (XIRR) for the household, each category and each holding, from every dated buy and sell • Income — what actually reaches your bank each month, kept apart from interest compounding inside PPF, EPF and cumulative deposits • Allocation and liquidity, filtered by family member BUILT FOR INDIA • All values in rupees, formatted the Indian way (lakhs and crores) • Holding periods follow Indian rules — listed equity, equity funds, gold ETFs, international funds-of-funds, specified debt funds, REITs and InvITs each differ • Prices and NAVs fetched straight to your device — no middle-man server • Group holdings by category and by family member • Price charts marked with your own buys and sells GET STARTED FAST Import your existing holdings from a CSV (broker export column names are recognised), or import a full trade history — one row per buy or sell, so a year of SIP instalments arrives as a year of dated lots, which is what makes the gains report right. Deposits work out their own value from the interest rate between your updates, and the app only asks you to refresh a figure when something has actually changed, like interest credited on 31 March or a deposit maturing. PRIVACY Your data lives in your own Firebase-backed account and is visible only to the household members you invite. No ads, no trackers, no selling of data. You can export everything to CSV, and you can delete your account and all of your data from inside the app at any time. Prices are provided for information only and may be delayed. Family Portfolio Tracker is not an investment adviser and does not provide financial advice.