✦ Smart Portfolio Monitor

Know exactly where
your money stands

Enter your mutual fund holdings, get live NAV performance, and receive AI-powered rebalancing recommendations tailored to your risk profile — in under 60 seconds.

Analyze My Portfolio → See how it works
5,000+ Funds tracked
Live NAV data
AI Recommendations
Free No signup

How it works

Three steps to clarity

No account needed. Your portfolio stays in your browser session.

①
Add your holdings
Search for your mutual funds by name, enter the units you hold and when you bought them. Supports all AMCs.
②
Set your profile
Tell us your risk appetite (conservative to very aggressive) and investment goals. Takes 30 seconds.
③
Get your analysis
We fetch live NAV data, calculate your returns, and an AI advisor tells you exactly what to rebalance.

Features

Everything you need,
nothing you don't

Built for Indian investors who want signal, not noise.

📈
Live NAV Performance
Absolute returns and CAGR for each fund. Know which holdings are working and which are dragging you down.
⚖️
Allocation Analysis
Visualize your equity/debt/hybrid split and see exactly how far you are from your target allocation.
🤖
AI Rebalancing Advice
Claude AI reads your full portfolio and generates specific, plain-English rebalancing recommendations.
🔍
Fund Search
Search across 5,000+ Indian mutual funds instantly. Direct API integration with MFAPI.in.
🎯
Risk-Based Targets
4 risk profiles with scientific allocation targets. See the gap between where you are and where you should be.
🔒
No Account Required
Your portfolio is stored in your browser session. Nothing saved to a server without your intent. Just analyze and go.

Ready to see the truth
about your portfolio?

Takes under 2 minutes. No signup. No fluff.

Start Portfolio Analysis →