The app provides financial control without bank connections. It allows users to track expenses, plan budgets, monitor bills, and watch assets grow, all privately and offline.
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.
Track trading performance with AI-driven analytics including performance summaries, profit/loss trends, win rates, and pattern detection. Import from supported brokerages. Use natural language chat to ask questions.
