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Total Portfolio Value
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Total Invested
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Cost basis
Overall P&L
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Best Performer
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Portfolio Growth
By Asset
By Category
Asset Breakdown — Latest Month
| Asset | Category | Current Value | Invested | P&L | Return % | Weight |
|---|---|---|---|---|---|---|
| No data yet — go to Update | ||||||
Monthly Update
💡 Previous month's values are auto-filled — just update what changed.
🇮🇳 IND Stocks
Indian Stocks
Coin MF
Unlisted Stocks
Purohit MF
🇺🇸 US Stocks
₿ Cryptos
🏦 Cash / Savings
🥇 Gold
🏛️ PF — EPF
📝 Notes
Monthly History
📤 Import Past Data from Excel
Upload your existing Excel file. Columns must be in this order:
Month, Indian Stocks, US Stocks, Coin MF, Cryptos, Unlisted Stocks, Purohit MF, Cash, Gold, PF
Month format: September-2025. Empty rows are skipped automatically.
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Month
Total
IND Stocks
US Stocks
Crypto
Gold+PF
Cash
MoM