Investment tracker for your whole portfolio
Bring your investments together without moving your money. Track what you own, what you invested, current values and returns from one dashboard.
Start tracking for free →Why use PetalFolio?
PetalFolio is designed for Indian households that want one clear view of money they already own and owe. You keep your investments and accounts where they are; PetalFolio helps you organise the information and understand the bigger picture.
Mutual funds
Track mutual fund holdings and transactions, including portfolio value, gains and XIRR.
Stocks
Keep stock holdings and related portfolio information in the same overall financial picture.
Fixed deposits
Record FDs and keep maturity information alongside your other investments and accounts.
Other assets
Add savings and other assets so your net worth view is not limited to market investments.
Family profiles
Keep financial information separated by family member while viewing the household together.
Reports
Use portfolio reports and summaries to understand how your investments are performing.
What is an investment portfolio tracker?
An investment portfolio tracker gives you one place to review holdings, invested amounts, current values and returns across different investment types. PetalFolio is designed for Indian investors who want to track mutual funds, stocks, fixed deposits and other assets without maintaining several spreadsheets.
Track your investments in one place
Use separate records for the investments you already own, then review the portfolio as a whole. Mutual funds can be tracked with transactions and XIRR, while stocks, fixed deposits and other supported assets remain part of the wider financial picture.
Start with the accounts that matter most, then build your financial picture over time. You can keep family members separate while still seeing the household as a whole.