Portfolio organisation

Investment tracker for your complete portfolio

Bring your stocks, mutual funds, ETFs, gold and silver records together. Asset Flow Portfolio gives you a single workspace to organise holdings and review portfolio value, performance and allocation.

Explore Asset Flow Portfolio

What you can track and review

Investment records

Maintain portfolio records across supported asset categories, including stocks, mutual funds, ETFs, gold and silver.

Portfolio overview

Review invested value, current value and portfolio history from your dashboard.

Asset allocation

Understand how your recorded investments are distributed across asset classes.

Watchlist and dividends

Keep an eye on selected stocks and review dividend income information.

Analytics and comparisons

Explore performance by asset class, benchmark comparisons and portfolio allocation drift.

Planning tools

Use available SIP, lump-sum growth, withdrawal, CAGR and financial-goal tools to explore scenarios.

How to use the tracker

Open Asset Flow Portfolio and sign in to your account.
Add or maintain your investment records in the portfolio workspace.
Review your dashboard, allocation, history and analytics.
Use the planning tools to explore investment scenarios and goals.

Features and calculations depend on the information entered and the tools available in your account. Do not treat estimates or planning scenarios as personalised investment recommendations.

Who is it for?

Asset Flow Portfolio is designed for individuals who want a structured view of their recorded investments across multiple asset categories, along with portfolio analytics and planning tools in one place.

Frequently asked questions

What investments can I record?

The platform includes support for stocks, mutual funds, ETFs, gold and silver records.

Does it provide personalised investment advice?

No. Asset Flow Portfolio is not a SEBI-registered investment adviser and does not provide personalised investment advice.

Does the tracker automatically import every holding?

Do not assume automatic import is available for every broker or asset. Check the current options inside your account before relying on an import workflow.