WealthDesk

WealthDesk is a complete wealth management app built for the Indian investor. Track every asset you own, follow the markets in real time and plan your financial future — all in one place, with no login and no subscription required. YOUR WEALTH IN ONE VIEW Import your portfolio from an NSDL or CDSL CAS PDF — AI extracts every mutual fund, folio, stock and cost of acquisition in under 30 seconds. Add PPF, EPF, NPS, SSY, fixed deposits, bank accounts, real estate and physical gold. Your net worth updates live as markets move. SHARE WITH WEALTHDESK CONNECT Share your portfolio with a nominee, family member or advisor — end-to-end encrypted. Choose exactly what they can see: full wealth details for a nominee, percentages only for a friend. Every connection uses a unique 256-bit key stored only on your device. Revoke access any time. RESEARCH TOOLS - Fund Compare: analyse up to 3 funds side by side — rolling returns, drawdown and SIP simulations. - MF Watchlist and Virtual Portfolio: track funds with star ratings or backtest 20 model portfolios. - Category Snapshot: rank every fund in a category by returns, drawdown and consistency. - Market Movers and RSI Screener: gainers, losers and 52-week extremes across Nifty 50, Bank and Midcap 150. - Stock Watchlist: NSE stocks, global equities and crypto with server-side price alerts. - Stock Virtual Portfolio and Avg Down Calculator. LIVE MARKETS — 60-SECOND AUTO-REFRESH - India: Nifty 50, Bank Nifty, Midcap 150 and 15 more indices. Candlestick charts, RSI, MACD, Pivots, FII/DII flows. - Global: US, European and Asian indices. Magnificent 7, Indian ADRs, DXY Dollar Index and VIX. - Global Pulse: live leaderboard of 18 instruments with period returns from 1W to 5Y. - Currencies: 12 INR pairs. Commodities: MCX INR and USD. Crypto: top 20 coins. PLANNING FOR EVERY LIFE STAGE - Investor Profile: SEBI-aligned risk assessment with Equity/Debt/Gold allocation. - FIRE Calculator, 3-Bucket Retirement Strategy, Lifecycle Planner with year-by-year tables. - Term Insurance Planner, NPS Exit Planner, Compound Interest Calculator. - Form 16 Tax Planner: Old vs New regime for AY 2026-27, 80C auto-filled from tracked accounts. - SIP Planner, SWP Planner, Goal Planner, Loan and EMI Calculator. PRIVACY BY DESIGN No account. No subscription. CAS PDFs processed by AI on a WealthDesk-owned server and not stored after import. WealthDesk Connect uses AES-GCM end-to-end encryption — the relay server cannot read shared data. All portfolio data lives only on your device.