WealthDesk is a complete wealth app for the Indian investor — track every asset, follow markets and the news live and plan your future, with no login and no subscription.
YOUR WEALTH IN ONE VIEW
Import your portfolio from any CAS PDF — NSDL, CDSL, CAMS, KFintech or MF Central. Every mutual fund, folio and stock is read in under 30 seconds. Add your average buy price or NAV to see profit and loss. Add PPF, EPF, NPS, SSY, overseas pensions (401(k), SIPP, CPF), fixed deposits, real estate, and gold and silver at live MCX rates. Net worth and today's move update live, and a drift card flags when equity strays from your risk profile.
TODAY — YOUR DAILY FINANCIAL BRIEFING
Net worth, today's move, SIPs due this week, results from companies you own, top market headlines and IPOs with their grey market premium.
MARKET NEWS
Top headlines from Economic Times, Mint, Business Standard, CNBC-TV18, CNBC and Bloomberg, with repeat stories grouped. Follow 21 topics — India markets, results, IPOs, RBI & Fed, bond yields, oil, gold, crypto, AI, tariffs, the US–Iran and Russia–Ukraine wars — each with its live price. My stocks shows news on what you hold; search finds any headline.
RESEARCH TOOLS FOR SERIOUS INVESTORS
- Find a Fund: filter Direct Growth funds by category, CAGR, expense ratio, fund size and fund house.
- Find a Stock: rank and screen Nifty 500 stocks by CAGR, P/E, risk and trend.
- Fund Compare: up to 3 funds side by side — rolling returns, drawdowns, SIP simulations.
- MF Watchlist: custom watchlists with live NAV and star ratings.
- Stock Watchlist & Alerts: NSE stocks, global equities and crypto, with 6 types of price alerts that fire even when the app is closed.
- MF Virtual Portfolio: 20 model portfolios or your own, backtested on real NAV history with 3Y/5Y returns and worst fall, or projected forward.
- Category Snapshot: rank every fund in a category by returns and drawdown.
- Results Calendar: upcoming quarterly results, with your stocks highlighted.
- GIFT City: dollar FDs, US stocks and 21 IFSC funds explained for residents and NRIs, with a USD FD vs Indian FD calculator.
LIVE MARKETS — 60-SECOND AUTO-REFRESH
- Global Pulse: 18 global instruments with returns from 1W to 15Y.
- India: Nifty 50, Bank Nifty, Midcap 150 and 15 more indices, intraday, India VIX, FII/DII flows day by day, FPI flows, and RSI, MACD, pivots and EMA 10/20/50/200.
- Options Analysis: NSE option chains for Nifty, Bank Nifty and 20 F&O stocks — price range, put and call walls, max pain, PCR and IV. Plus what Nifty puts would cost to hedge your portfolio.
- Global: US, European and Asian indices, DXY and VIX.
- Currencies: live rates vs INR, charts from 1D to 5Y.
- Commodities: Gold, Silver, Crude, Natural Gas and Copper in USD and INR.
- Bonds: India, US, Europe and Asia-Pacific yields with the India–US spread.
- Crypto: 20 coins with market cap and charts.
HOME SCREEN WIDGETS
Watchlist (live prices), Net Worth (today's change), Next SIP and UPI & Transactions (daily spend).
PLANNING FOR EVERY LIFE STAGE
- Financial Plan Journey: 9-step wizard for your retirement corpus gap, the SIP to close it and how long your money lasts.
- Retirement Progress: a daily trail of your actual corpus, with a projection.
- Investor Profile: SEBI-aligned risk assessment with a live Target vs Actual allocation.
- UPI & Transactions Tracker: expenses vs budget, spending patterns and a widget.
- Worth Abroad: what your future rupees buy in USD, EUR, GBP, CHF and more.
- 3-Bucket Strategy, FIRE, Term Insurance, NPS Exit and Lifecycle planners.
- Goals: label funds or link SIPs to Home, Retirement or Emergency Fund and see if each goal is on track.
- SIP, SWP, Loan and EMI planners.
PRIVACY BY DESIGN
No account. No subscription. Your CAS PDF is read on your device and never uploaded. Portfolio data stays on your device and your iCloud. WealthDesk Connect shares encrypted with a nominee or advisor.
NOW ON MAC
Runs on Apple silicon Macs, with the same iCloud data.
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