Track and review all assets including properties, vehicles, and personal valuables. Monitor net worth changes and set goals for growth. Optimize insurance coverage and receive alerts for policy updates.
by Proxy Digital, LLC★ 5.05 ratingsFinanceFreeData updated 2026-09-06
Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.
Manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, historical performance, and transaction statements. Download statements with one click. Log in using Google email.
Organize and categorize asset information with customizable tags and folders. Use AI to analyze and provide insights on asset performance. View assets in a visual gallery with detailed metadata.
Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.