Portfolio Dashboard
Monitor your investment portfolio with real-time performance tracking, detailed analytics, and comprehensive reporting. Stay in control of your financial journey with our professional dashboard tools.
₹12.5L
Portfolio Value
+18.5%
Total Returns
Total Investment
₹10,00,000
Across 8 fundsCurrent Value
₹12,50,000
+25% returnsTotal Gains
₹2,50,000
+₹15,000 this monthMonthly SIP
₹25,000
Next: 15th DecYour Investment Holdings
| Fund Name | Investment Type | Invested Amount | Current Value | Returns | % Change | Action |
|---|---|---|---|---|---|---|
|
HDFC Top 100 Fund
Large Cap Equity |
SIP | ₹2,50,000 | ₹3,15,000 | +₹65,000 | +26% | |
|
SBI Small Cap Fund
Small Cap Equity |
Lumpsum | ₹1,50,000 | ₹2,10,000 | +₹60,000 | +40% | |
|
ICICI Prudential Balanced Fund
Hybrid Fund |
SIP | ₹3,00,000 | ₹3,60,000 | +₹60,000 | +20% | |
|
Axis Long Term Equity Fund
ELSS Tax Saver |
ELSS | ₹1,50,000 | ₹1,95,000 | +₹45,000 | +30% | Locked |
Quick Actions
Switch Funds
Switch between different fund schemes to optimize your portfolio performance.
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Get detailed portfolio reports, tax statements, and investment summaries.
Get ReportsPortfolio Performance
Interactive Chart Coming Soon
Track your portfolio performance over time
Investment Goals
Retirement Planning
65%
Child Education
40%
Emergency Fund
80%
Recent Activities
SIP Investment
₹5,000 in HDFC Top 100 Fund
2 days ago
₹5,000 in HDFC Top 100 Fund
2 days ago
NAV Update
Portfolio gained ₹2,500
1 week ago
Portfolio gained ₹2,500
1 week ago
Statement Generated
Monthly portfolio statement
1 month ago
Monthly portfolio statement
1 month ago