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.