Understand your portfolio. Know what to do next.
Bring in the mutual funds you already own, see how they are really doing, and get insights that fit your risk appetite. Join the beta to get in early.
Your portfolio's value and day change, at a glance.
Know where you stand, and what to do about it.
Understand your portfolio, then act on insights that fit your risk appetite.
Everything you own, counted once
Import your statement and see funds from every fund house next to the ones you buy in the app, without double counting.
Told when NAVs refresh
A notification when the day's NAVs are in, with how your portfolio moved.
Fitted to your risk appetite
Funds and baskets are graded by risk, so you can choose what suits the swings you can sit through.
Insights you can act on
Too much in one sector or fund house, funds that overlap, funds worth a second look. Each comes with what to do about it.
Features
Your whole portfolio, understood
Import your consolidated account statement and see the funds you hold across fund houses next to what you buy in the app, counted once.
Import what you already own
Bring your holdings in with your PAN and an OTP.
One combined portfolio
Funds from both sources in one view, with no double counting.
Honest about performance
Each fund is set against its benchmark. A gain that trails the index is not shown as a win.
How your portfolio is doing, against the market benchmark.
Insights that say what to do
It is not enough to see numbers. The app points out what looks off in your portfolio and what to do about it.
Concentration
See when too much sits in one sector or with one fund house.
Overlap and funds that move together
Spot funds that hold the same stocks, so you are not paying two fees for one bet.
Hold or review, fund by fund
See where each fund ranks in its category and which to review.
Which funds are performing, and which carry risk to review.
Fitted to your risk appetite
Funds and baskets are graded by risk, so you can pick what suits how much of a swing you can sit through.
Baskets for how you invest
Recommended baskets such as Moderately Aggressive, with the return history and ideal holding period.
Risk flagged fund by fund
A fund that carries very high risk is called out so you can review it.
Your portfolio's value and day change, at a glance.
Plans for what you are saving for
Tie your investing to goals and milestones, and see how each plan is doing against its target.
Goals and milestones
Track what you are saving for.
A goal's value, gains and progress to its target.
Join the Quantify Money beta
We are letting people in a few at a time. Leave your email and we will reach out when your spot opens.