Free Investment Tracker for India: Stocks, MF, SIP in One Place

The multi-app investment problem

If you're investing in India in 2024, you're probably using multiple platforms:

• •Zerodha for stocks and F&O
• •Groww or Kuvera for mutual funds and SIPs
• •INDmoney for US stocks and NPS
• •WazirX or CoinDCX for crypto
• •Your bank's FD portal for fixed deposits

Each platform shows you only what's on that platform. To know your actual net worth, you're manually adding numbers across 5 apps. That's a pain, and it means you probably never see your complete financial picture.

What you actually need

A single view that shows:

• •Your total portfolio value across all platforms
• •Gain/loss on each position
• •Asset allocation breakdown (how much in equity vs debt vs crypto vs gold)
• •Performance over time

How Wallezy solves this

Wallezy's Investment Tracker supports:

CSV Import

Import your holdings data from Zerodha, Groww, INDmoney, Upstox, and MF Central using their exported CSV files. Wallezy reads the format automatically.

Manual Entry

Add any investment manually — stocks, mutual funds, SIP, FD, gold, crypto, PPF, NPS. Enter the purchase price and current value, and Wallezy tracks the P&L.

Live Price Refresh

For listed stocks and mutual funds, Wallezy pulls live prices using Twelve Data API and mfapi.in so your portfolio value stays current without manual updates.

Net Worth View

Combine your investment portfolio with your cash, bank accounts, debts, and EMIs to see your actual net worth. Assets minus liabilities = your real financial picture.

Tracking SIPs

SIPs are particularly annoying to track manually because you're adding units at different NAVs every month. Wallezy handles this automatically — add your SIP details once and it tracks each installment separately, calculating your average cost and current returns properly.

Tracking crypto and gold

Add crypto holdings by amount and purchase price. Since crypto prices are volatile, Wallezy shows your current estimated value based on the price you enter (you'll need to update this manually or connect a data source). Gold tracking works similarly.

The complete view

Once you've set up your investments alongside your expenses and bank accounts in Wallezy, you get:

• •Net Worth: real-time snapshot of everything
• •Investment breakdown: equity, debt, gold, crypto — how diversified are you really?
• •Monthly reports: how did your portfolio perform this month vs your spending?

This is the kind of financial clarity that used to require a wealth manager or 3 hours of spreadsheet work. Wallezy makes it free and takes about 20 minutes to set up.