Track and Analyze
Your portfolio with precision

It’s a feature that lets you upload or link your existing investments — such as stocks and mutual funds held outside our app — so we can analyse and give you smart, actionable insights.
 

We currently review direct equity (stocks) and mutual funds — whether bought through brokers, platforms, or advisors outside our app.

You can upload a statement or connect your account through supported platforms. We’ll guide you through a simple, secure process.

We offer both — a one-time deep-dive and optional ongoing tracking, so you always have a clear view of your overall investment health.

Yes, our experts and systems identify underperformers, overexposure, missed opportunities, and give tailored suggestions to optimise your portfolio.
You can then execute the actions on the app itself, as per your convenience.

We offer basic analysis for free. Deeper advisory insights and ongoing monitoring may be part of premium plans.

No, reviewing is purely analytical. We don’t make any changes to your external holdings without your permission.

Your data is encrypted and handled with strict confidentiality. We follow industry-standard security protocols to keep your information safe.