Track investments, insurance, loans, budgets, and expenses — with AI-powered insights, bank-grade security, and zero ads. Built for India.
My Portfoly goes far beyond a basic expense tracker. It's a complete financial operating system for Indian households.
See your total assets, liabilities, and true net worth at a glance. Updated in real time as you add investments and loans.
Indian & US stocks, mutual funds, EPF, PPF, NPS, NSC, SGBs, REITs, crypto, gold, real estate — everything in one place.
Track health insurance, term life, vehicle, home, and critical illness covers. Get renewal alerts before policies lapse.
Set budgets per category, track spending, get alerted at 85%, and let AI suggest personalized limits based on your income.
Ask anything: "How much can I save this month?", "Should I prepay my home loan?" — powered by GPT-4 with your real data.
Set savings goals (home, car, vacation, retirement). Track your emergency fund with a visual progress bar.
Add up to 5 family members, share budgets and goals, track combined net worth and health score.
AES-256 field-level encryption. PAN/Aadhaar never stored in plain text. Zero-knowledge architecture. DPDP Act 2023 compliant.
From NSE stocks and US ETFs to PPF and KVP — My Portfoly handles investments that no other Indian app tracks together.
My Portfoly tracks all your insurance policies in one place — health, life, vehicle, home, and critical illness. Get renewal alerts 30 days early so you're never caught off guard.
Unlike generic AI chatbots, My Portfoly AI reads your actual investments, budgets, and loans before answering. It gives advice specific to your situation.
"Finally an app that tracks my US ETFs alongside PPF and EPF. The net worth dashboard showed me I had ₹4.2L sitting idle in savings — moved it to liquid funds the same day."
"The insurance renewal alerts are a lifesaver. Got reminded about my parents' health policy expiry 30 days early. The AI also suggested a super top-up that cut my premium by 40%."
"We use the Family plan. First time in 7 years we actually know our combined net worth. The shared budget feature stopped a lot of "who spent what" arguments!"
No hidden fees. Cancel anytime.
All plans include 14-day free trial on paid features. No credit card required to sign up.
Everything you need to know before you start.
Join thousands of Indian families tracking investments, insurance, loans, and budgets — all in one secure place.