India + US in one total
Keep native USD values for US holdings while reporting the combined portfolio in INR.
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Wealth clarity, amplified
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Portfolio management
Practical, India-first guides for bringing stocks, funds, global holdings and other assets into one understandable portfolio.
Open Portfolio TrackerKeep native USD values for US holdings while reporting the combined portfolio in INR.
Place mutual funds next to direct equity, deposits, bonds, metals and property.
Turn current values into a mix you can review against your goals.
Import can reduce setup time. Always cross-check units and values against official statements.
The useful output is not a ticker list. It is a current mix: how much sits in equity, debt, gold and other assets, and how India and US holdings share that mix.
Start with the guides below, then enter your holdings. The same ideas become a live allocation instead of an example.
One portfolio, not two spreadsheets
Follow one Pune household as scattered broker and fund records become a single view of Indian stocks, mutual funds and everything else they own.
11 min readUnderstand currency before comparing returns
An Indian investor watches one US holding move in dollars and in rupees at the same time, and learns to read both numbers without confusing them.
11 min readTurn a list of holdings into a decision-ready picture
A Chennai portfolio drifts over two years while markets move. Here is how to calculate allocation from current value and read the gap honestly.
11 min readDifferent jobs inside one portfolio
One Coimbatore family stops arguing about the perfect split and instead gives equity, debt and gold three different jobs, then checks whether the portfolio agrees.
11 min readIndian stocks, US stocks, US ETFs, Indian ETFs, mutual funds, NPS, deposits, bonds, metals, real estate and other instruments can share one current-value summary and allocation view.