WealthDesk is a complete wealth management app for the Indian investor — track every asset, follow markets in real time and plan your financial 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. AI extracts every mutual fund, folio, stock and cost of acquisition in under 30 seconds. Add PPF, EPF, NPS, SSY, overseas pensions (401(k), SIPP, CPF), fixed deposits, real estate, and gold and silver at live MCX rates. Your net worth updates live as markets move. The Wealth tab offers Overview, Holdings and one-tap CAS Import.
TODAY — YOUR DAILY FINANCIAL BRIEFING
Net worth, today's move, SIPs due this week, results from companies you own and drift alerts.
RESEARCH TOOLS FOR SERIOUS INVESTORS
- Find a Fund: filter Direct Growth mutual funds by category, CAGR, expense ratio and fund house. Sort by 1Y to 10Y returns.
- Find a Stock: rank all Nifty 500 stocks by CAGR from 3M to 15Y. By sector or index.
- 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: track 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 build your own. Backtest with real NAV history or project forward.
- Category Snapshot: rank every fund in a category by returns, SI CAGR and drawdown, instantly.
- Market Movers: top gainers, losers and 52-week extremes.
- Results Calendar: see which Nifty 100 and Midcap 150 companies report quarterly results today, tomorrow and in the weeks ahead, with your holdings and watchlist stocks highlighted.
LIVE MARKETS — 60-SECOND AUTO-REFRESH
- Global Pulse: 18 global instruments with returns from 1W to 5Y.
- India: Nifty 50, Bank Nifty, Midcap 150 and 15 more indices with intraday charts, India VIX, FII/DII flows, monthly FPI flows from NSDL, and RSI, MACD, pivots and EMA 10/20/50/200 in one feed.
- Global: US, European and Asian indices, Semiconductors, 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.
- Options: NSE option chains for Nifty, Bank Nifty and 20 F&O stocks — price range, put and call walls, max pain, put-call ratio, open interest by strike and implied volatility. Plus Protection Cost: what Nifty puts would cost to hedge your portfolio.
- Bonds: government bond yields for India, the US Treasury curve, Europe and Asia-Pacific, with the India–US spread and a US 2s10s inversion check.
- Crypto: 20 coins with market cap, 24h volume and full chart history.
HOME SCREEN WIDGETS
Four widgets: Watchlist (live prices), Net Worth (today's change), Next SIP (upcoming amount and date) and UPI & Transactions (daily spend).
PLANNING FOR EVERY LIFE STAGE
- Financial Plan Journey: 9-step wizard that calculates your retirement corpus gap, recommends a monthly SIP and shows how long your money lasts in retirement.
- Retirement Progress: a daily trail of your actual corpus, with a projection through retirement.
- Investor Profile: SEBI-aligned risk assessment yielding a target equity/debt/gold split with a live Target vs Actual comparison against your real portfolio.
- UPI & Transactions Tracker: log expenses, track spend vs budget, view patterns and a home screen widget.
- Worth Abroad: what your future rupees buy in USD, EUR, GBP, CHF and more, at each currency's own growth vs INR.
- 3-Bucket Strategy, FIRE, Term Insurance, NPS Exit and Lifecycle planners.
- SIP, SWP, Goal, Loan and EMI planners.
PRIVACY BY DESIGN
No account. No subscription. CAS PDFs processed on a secure server, not stored. Portfolio data stays on your device. WealthDesk Connect for encrypted sharing with a nominee or advisor. Market data from public APIs.
NOW ON MAC
Runs natively on Apple Silicon Macs, with the same iCloud data.
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