FolioTrackFolioTrackFDs, mutual funds, stocks, savings schemes, loans, credit cards, insurance, expenses, and net worth — tracked together in a private account, split across the people who matter. No spreadsheets, no guessing.
Free, no card required. 7-day Pro trial starts automatically.
FDs, funds, stocks, loans, cards — enter them once, or import a CSV.
Persistent net worth tracking, updated automatically from the records in your account and current supported valuations.
Create an account, log in, save your financial records, and return to the same dashboard later. Your transactions, holdings, savings schemes, loans, expenses and other tracked information persist in your account. Free calculators are additional tools, not the core product.
Ask Priya about a mutual fund, Vikram about a stock, or Rehan about a coin — each one is a distinct AI persona tuned to that asset class, giving specific buy/hold/sell calls with real reasoning, not vague hedging.
Every financial record is encrypted with AES-256-GCM, using a key derived uniquely per user. There's also a dedicated Password Vault with its own master password, so your other logins stay just as protected as your net worth.
Add a profile for every family member — track everyone's FDs, funds, and accounts separately, then view them combined or split. Share a specific module read-only with someone else's own petalfolio account, revoke it anytime.
No ads. No trackers. Nobody but you ever sees your numbers.
Create your accountPractical guides for Indian investors and families — from tracking mutual funds to understanding your total net worth.
Start free, choose Family when you want to manage the household together, or go Pro when you want unlimited room to grow.
FolioTrack brings your investments, savings, accounts, insurance, loans, expenses, and other financial information together in one place, so you can see your complete financial picture at a glance.
Yes. You can create an account and start with the Free plan. Every new account also gets a 7-day Pro trial, with no card required.
Yes. Family profiles let you keep each person's finances separate while also giving you a combined view of the household. Family supports up to 5 profiles, while Pro supports unlimited profiles.
Absolutely. Start with Free and upgrade whenever you need more profiles, more capacity, more reminders, or the additional features included with Family or Pro.
Your account returns to the Free plan automatically. Nothing is charged, and you can continue using FolioTrack on the Free plan or upgrade whenever you are ready.
Your financial information is private and persistent. FolioTrack stores your financial records in encrypted form, so the information in the database is not readable as plain text. Your encryption key is kept securely on the server and is never sent to your browser, logged, or included in responses. In practical terms, your financial data is not something that staff or other users can simply open and browse.
You can keep track of investments, bank accounts, fixed deposits, insurance, loans, credit cards, savings, expenses, bills, reminders, and other assets — all in one place.
No. FolioTrack is designed to help you organise and monitor what you already own. Your investments, bank accounts, and other assets stay where they are.
Yes. You can keep family members' information separate while also viewing the household as a whole. This makes it easier to understand your combined net worth and overall financial position.
Yes. You can set reminders for recurring bills, payments, renewals, maturities, and other important dates so they are easier to keep track of.
Yes. FolioTrack works on phones, tablets, and computers. You can also add it to your phone's home screen for a convenient app-like experience.
No. FolioTrack is useful even if you are not an active investor. It is designed to give you a complete view of your money, including savings, accounts, insurance, loans, expenses, and investments.
Absolutely. You can start with the accounts and assets that matter most to you and gradually build your complete financial picture over time.