Mutual funds, shares, NPS, FDs, PPF, EPF, gold and property for the whole family, in one Excel workbook. Import your statements, update prices in one click, and see what it is all worth, the real yearly return and where the money sits.
$19one-time price · no subscription
Coming soon. Look around now: buying opens on this page shortly.
Needs the Excel desktop app on Windows · Check yours
Please note: Tracking and calculation only. The Investment Analyzer recommends no fund, share or other investment and gives no investment, tax or legal advice. Tax figures are estimates: confirm with your CA.
The Investment Analyzer brings every holding into one workbook, keeps prices up to date with a click, and works out the value, the real return, the mix and the tax estimates for you.
See how it worksEvery picture below is a screen from Investment Analyzer with its demo data. Click one to see it full size.
Import statements, Update prices, Add investment and Open Web Dashboard. Net worth, money put in, gain and yearly return sit on top.
Each investment with what you put in, what it is worth today, the gain and its XIRR: the yearly return that counts when every rupee went in.
The split of today's value by asset class, category, type, platform, owner and goal, set against the targets you choose.
Gains booked this financial year by class, tax on everything if sold today, the long-term equity exemption left and 80C used.
Link holdings and SIPs to each goal and see the projected value by the target date, after inflation, and what more it needs each month.
The workbook draws its own dashboard: value against money put in, where the money sits, holdings ranked, maturities, goals and tax.
Coming soon. Prices in US dollars, one-time, no subscription.
Your whole portfolio with almost no typing: import statements, update prices in one click, see the real return.
The Microsoft Excel desktop app on Windows (Microsoft 365, Excel 2024, 2021 or 2019). Not for Excel on the web, phones or Google Sheets. Made for investments held in India, in rupees: mutual funds, shares, NPS, deposits, PPF, EPF, gold, bonds, property and more.
If something is wrong with the product, we fix it or replace it. If your payment went wrong, we refund it.
Download right after payment and again later from the link in your receipt: up to 10 downloads per purchase.
Your holdings stay in your workbook. Update prices only downloads public price files.
A 10-second check that saves you a wasted purchase.
Not sure? Open "See it in action": the live dashboard preview runs in any browser.
The consolidated account statement (CAS) PDF from CAMS, KFintech, NSDL or CDSL, and the holdings and trade exports of popular brokers. The Import helper reads them in your browser, on your computer, and makes one file for the workbook's Import button.
Update prices downloads the public price files of AMFI (mutual funds), BSE (shares, ETFs and gold bonds) and NPS Trust. Nothing about you is sent. Deposits, PPF and small savings grow by their own rates; for property or jewellery you type the value.
No. It tracks and calculates. Allocation is compared only with the targets you set yourself, and it recommends no fund or stock.
They are estimates under the rules written in the Settings sheet, which you can update when the rules change. Confirm with your CA before filing.
It is made for investments held in India, in rupees: Indian mutual funds, shares, NPS, deposits and the rest. If that is what you hold, yes.
No. You press buttons and fill a short form; the workbook does the formulas, charts and summaries. A Start Here guide and a Demo workbook walk you through it.
Prices are set for each region so people everywhere can afford them. The price you see is for the country where you live and pay from. The India price can be paid only with Indian payment methods (UPI, Indian cards and netbanking).
Right after payment the download button appears on the thank-you page, and your receipt email has a button that gets your files again later. Each purchase includes up to 10 downloads.
Our products are digital and delivered instantly, so once a product is delivered it is not refunded. If something is wrong with the product, we fix it or replace it, and if we cannot do either within 14 days of your request, we refund you. If your payment went wrong (money taken but no order, or charged twice), we refund it. Your legal rights in your country always apply. See the Refund Policy for the details.
Payments are handled by Razorpay: cards, UPI, netbanking and wallets in India, and international cards elsewhere. We never see or store your card details.
Still unsure? Write to us. We reply within 2 working days.
Download in a minute, import your statements and see what everything is really worth tonight.
