Investment Portfolio Tracker: All Your SIPs, FDs, Shares and Gold in One Place

What is it?

The Investment Portfolio Tracker shows all your investments in one place, including SIPs, mutual funds, shares, FDs, PPF and gold, with invested amount, current value, gain and your asset mix. You enter values by hand; nothing is linked to your accounts.

Who is it for?

Families with money spread across apps and banks, investors who want a private overview, and anyone preparing a yearly review of their savings.

How to use it

1. Add each investment: Type, Name (e.g. Parag Parikh Flexi Cap, SBI FD), Start / buy date, Amount invested, SIP per month, Interest % a year (FD, PPF), Maturity date and Current value (optional).
2. Every month or so, tap Update with Today’s value (from app / statement).
3. Read the totals, gain and asset mix.

Using the asset mix

If equity has grown to 80% when you planned 60%, consider rebalancing. Values are only as current as your last update, so update all items on the same day for a fair picture.

This is a record-keeping tool, not investment advice.

Keep your records safe

Everything is saved in this browser on this device, never on our servers, so it’s private. It is lost if you clear browsing data, uninstall the browser or use a private window, and it doesn’t sync to other phones. Back it up regularly with My Data: Backup Everything, which saves all your Infinity records in one file you can restore on any device.

Errors and how to fix them

• My entries disappeared: browser data was cleared, or you’re on another browser or device. Restore your latest backup in My Data: Backup Everything.
• Gain looks wrong: update both the invested amount (after new SIPs) and today’s value.

Open the tool: Investment Portfolio Tracker

Still stuck?

Contact support. Tell us which tool or page you were using, what you tapped, what you saw, and your phone or computer and browser (for example: Android phone, Chrome). We reply by email.