Portfolio360

Everything you own, minus everything you owe, on one screen, repriced every night. Your money doesn't live in one place. Shares sit with a broker, funds with an AMC, your EPF with the EPFO, a PPF at the bank, gold in a locker, and a home loan somewhere else again. Each app shows its own slice. None of them shows the total, so when a loan form asks for your net worth, you estimate. Portfolio360 puts all of it on one page and does the arithmetic for you: assets minus liabilities, kept current automatically. What it counts 23 asset classes, including the ones most trackers skip: • Indian and US stocks, ETFs and index funds • Mutual funds, with daily NAVs from AMFI • EPF, PPF and Sukanya Samriddhi, accrued at the official scheme rates • NPS, valued from its fund NAVs • Fixed and recurring deposits, bonds and RBI Floating Rate Savings Bonds • Gold, Sovereign Gold Bonds and silver • Property, cash and bank balances • Home loans and other liabilities, subtracted from the total • Gratuity, insurance policies and Others How it works 1. Add what you own and owe. Type a name and it finds it, or import your CAS or broker statement. 2. It prices itself. Every night stocks and funds are repriced, and EPF and PPF accrue on their own. 3. See where you stand. Net worth, day change, XIRR and allocation, without updating a thing. What you see • A net worth dashboard, with its trend over time • Holdings with invested value, current value, gains and XIRR • Allocation across every asset class • Portfolio and transaction reports Portfolio360 Pro adds the balance sheet, income and expense tracking, goals, a financial freedom (FIRE) planner and a year-end tax pack. Your data • We cannot trade, transfer or withdraw anything. That code does not exist in the app. • No bank credentials, no trading passwords, no OTPs. Statements and manual entry only. • Your holdings are never sold, shared or used to target you. • Delete your account yourself, any time, and a copy of your data is emailed to you. Full details: portfolio360.co.in/security What Portfolio360 is not Not a broker or trading platform, not a bank, not a mutual fund distributor and not an adviser. It records and calculates; it never recommends what to buy or sell. Nothing in the app is investment advice. Available in English and हिन्दी, with a dark theme.