Different timestamps, currencies, names and definitions must be reconciled manually.
“Why is the total different on each platform?”MULTI-PLATFORM INVESTING · ONE INTELLIGENCE LAYER
Your investments
are everywhere.
Your understanding
shouldn't be.
Investment Tracker AI brings your stocks, mutual funds, SIPs and connected investment accounts into one private portfolio intelligence workspace.
✓ Read-only access ✓ Secure by design ✓ Explainable calculations
TOTAL PORTFOLIO VALUE₹ 24,86,410+16.7% Total return (All time)
TODAY'S CHANGE+₹18,932+0.71%
TOTAL INVESTED₹21,30,000Across platforms
PORTFOLIO HEALTHBalanced72/100
ASSET ALLOCATIONEquity 69% · Debt 22% · Cash 10%
PORTFOLIO HEALTHBalanced 72/100Stable, diversified profile
Connect the platforms you already use
One intelligence layer across your investment life.
◆Connected brokerBroker API
△Fund platformNAV + SIP data
↗Market data sourceQuotes + history
●Manual uploadBring your own data
＋More platformsDesigned to expand
Stocks · Mutual Funds · SIPs · Watchlists · Manual Uploads
THE PROBLEM
The data is available.
The full picture is not.
Investors use multiple platforms for different investments. The hard part is turning scattered data into reliable decision context.
Move between holdings, performance, research, news and notes to answer one question.
“Where did I leave off yesterday?”When facts and interpretation mix together, it is difficult to know what is reliable.
“What can I really trust right now?”HOW IT WORKS
One clear flow.
Complete understanding.
Collection, calculation and interpretation remain separate so every result is easier to trust.
Connect
Connect your broker accounts, fund platforms or add manual holdings.
Consolidate
We securely collect and organise your data in one place.
Calculate
Deterministic calculations show value, returns, exposure and more.
Explain
AI adds context and traceable explanations around verified facts.
Stay informed
Morning updates and market context help you know what matters.
FAMILY PORTFOLIO₹ 42,80,560+18.2% Total return
Consolidated view across accounts and platforms
◉You₹18,40,210Direct + MF
◉Family member₹12,60,350Stocks + SIPs
◉Parents₹11,79,990MF + Stocks
ONE FAMILY. ONE VIEW.
Multiple accounts.
One complete picture.
See the complete financial picture of your family across brokers and platforms. Track what matters together, privately and securely.
- Consolidated across family members
- No sharing of passwords or sensitive data
- Individual privacy, unified intelligence
ASK YOUR PORTFOLIO
Ask questions.
Get clear answers.
Natural-language AI that explains portfolio performance and market context using only verified data.
▣ ExplainableEvery answer shows its sources♧ ContextualMarket, sectors and momentum▣ PrivateYour data is never used to train models
Why did my portfolio fall today?
INVESTMENT TRACKER AI
Your portfolio declined 0.82% today. The largest negative contributors were TCS, Infosys and Reliance. IT exposure represents 31.4% of your equity portfolio.
Top negative contributorsTCS-0.62%
Infosys-0.31%
Reliance Industries-0.21%
Sources Portfolio snapshot · Market data ·
News/context
WHY INVESTMENT TRACKER AI?
Not another portfolio tracker.
It is the intelligence layer that connects your financial reality to meaningful understanding.
What matters to youTypical trackerInvestment Tracker AI
Data sourcesSingle account or manualMultiple platforms, one workspace
AnalyticsPortfolio numbersAllocation, risk, exposure, returns
InsightsStatic chartsExplainable insights and AI answers
ResearchYou search manuallyContextual news, sectors and watchlists
Family viewNot availableConsolidated family portfolio
TrustBlack-box calculationsVerified data → calculations → explainable AI
TRUST & SECURITY
Know what you know,
and how you know it.
AI does not calculate your portfolio. Verified data flows into deterministic calculations, then optional AI interpretation.
✓Read-only accessNo trades. No execution.
✓Protected credentialsSensitive information is securely handled.
✓Account isolationYour portfolio data stays private.
✓Transparent by designFacts, calculations and context are labelled.
INVESTMENT TRACKER AI
Understand more.
Search less.
Portfolio intelligence across your investments.
Login to your workspace →