Track assets, monitor portfolios, and manage investments
Track and manage multiple asset types including stocks, crypto, commodities, and funds. View total net worth and performance metrics. Input and update portfolio data manually for accurate valuation. Analyze performance and set financial goals.
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme-specific information. Monitor mutual fund and equity share investments.
Monitor cryptocurrency holdings with real-time tracking of SOL, WBTC, WETH, DOGE, and memecoins across 300+ DEXes. View trade history, wallet breakdowns, and market insights.
