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Bank-Grade Privacy & Security

All your external investments in one place

Start by selecting your statement type and entering your mobile number...

Encrypted Data

256-bit encryption

Consent-driven

You're in control

Real-time Sync

Always up to date

Start Tracking
Connect your investment accounts in 3 simple steps
Investment Tracker

Track your Investments and Finances easily

Are you finding it difficult to track all investments, diversified in various platforms? Then worry no more, as you get a one-stop solution for tracking all your investments in one place. Keep reading to find out more.

Enhanced Security
No hidden fees
Your data, your control
Simple 3-Step Process

How it works

Connect your external investment accounts in just three simple steps. No complex setup, no hidden processes.

Step 1

Initiate Secure Consent via AA

Start by selecting your statement type/template and entering your registered mobile number. A digital consent request will immediately appear from an RBI-regulated Account Aggregator (AA), detailing exactly what data is being requested and for what duration. You maintain full control—Approve, Deny, or Revoke access anytime.

Data Consent RequestAuthorize Data SharingTemplateAll Accounts - ComprehensiveRegistered Mobile Number+91 99999 *****Sharing Details:* Data requested: Account, MF, Equity* Duration: 12 Months* Sharing period: 30 daysApprove & Get OTPSecure & Regulated by RBI-Accredited AA
Step 2

Verify Consent & Link Accounts

Verify your identity via a secure OTP (One-Time Password) sent to your registered number. Once confirmed, the AA securely links your chosen financial institutions—banks, mutual fund houses, and more—and automatically fetches the consented data associated with your mobile number and PAN.

Verify ConsentEnter OTP to Confirm0000OTP Verified!Fetching & Linking Accounts...AppContinue to DashboardSecure & Regulated by RBI-Accredited AA
Step 3

View Unified Financial Dashboard

Instantly access a comprehensive, secure dashboard. The fetched data is organized into a clear portfolio view, showing all your holdings, balances, and returns across Bank Statements, Mutual Funds, Equity, and Deposits in one easy-to-understand, visualized interface.

Unified Portfolio ViewAsset AllocationMF & Equity (50%)Bank Accounts (30%)Deposits & Insurance (20%)

Supported Templates:

BankMFDepositsSEBI
Comprehensive Coverage

What you can track & manage

From your bank accounts to SEBI-regulated instruments—track every investment across multiple platforms in one unified dashboard.

Mutual Funds

HoldingsNAV TrackingReturnsSIP History

Equity & Stocks

Portfolio ValueP&L TrackingHoldingsDividends

Bank Statement

TransactionsBalance HistoryDepositsAccount Details

SEBI Instruments

SIPETFAIFREITInvIT

Also Supported

Complete coverage of all investment categories for comprehensive portfolio tracking

Term Deposit

Insurance

NPS

GSTR 1/3B

Ready to take a look at your investments?

Connect your accounts today and get a complete view of your wealth.