A clearer view of
what you own.
Stocks, funds, and retirement savings. Bring your statements together and see your household portfolio in one place.
Your portfolioIllustrative portfolio and marks
Total portfolio value
₹19,39,000.00
₹2,69,000 total gain
From imported statements
JanuarySeptember
Indian stocks36%
US stocks25%
Funds & retirement39%
HDFCBANKHDFC Bank
₹4,80,000
+14.29%
MSFTMicrosoft
₹3,15,000
+31.25%
Parag Parikh Flexi CapMutual funds
₹4,27,000
+22.00%
Start with your statements.
Upload an export you already have. Review the detected holdings and warnings before adding anything to your portfolio.
Import your first statementTickertape
Indian stock and mutual fund CSV exports
Vested / DriveWealth
US holdings workbooks
Portfolio workbook
Investment Sync XLSX format
Your records stay in your household.
Signed-in access protects your portfolio. Original files expire after 30 days by default; imported records remain available. Investment Sync organizes your records and does not provide investment advice.