Turn SIP assumptions into clear portfolio forecasts, return drivers, and growth signals.
Insight inputs
Enter your monthly SIP amount, expected returns, and horizon to generate portfolio insights.
Track equities, mutual funds, fixed deposits, real estate, and cash positions side by side. Get a consolidated view of your total portfolio value and asset allocation instantly.
See absolute returns, percentage returns, XIRR (if applicable), and benchmark comparison for each asset class. Identify which investments are performing and which are dragging returns.
Set financial goals (retirement corpus, education fund, house purchase) and track progress against each goal. The dashboard shows how on-track each goal is based on current portfolio value.
The Insights Dashboard supports tracking investments (equities, mutual funds, FDs), business metrics (revenue, expenses, profit margin), and financial goals. Enter your data directly in the input fields — no third-party account linking or data sync is required.
No. All data you enter in the Insights Dashboard is stored only in your browser's local session. When you close the tab, the data is cleared. No data is sent to any server or stored in the cloud — your financial information remains completely private.
You can take a screenshot of the dashboard for records. A full CSV/PDF export feature is planned for a future release. For now, the dashboard is best used as an interactive planning and visualisation tool rather than a permanent record.