Net Worth Tracker - Track Assets & Liabilities

Checking your session...

How to use the Net Worth Tracker4 steps

Get started in minutes with this step-by-step guide

1
Link Portfolio automatically
If you use Portfolio Tracker, Mutual Funds, Stocks, NPS, and other classes appear here as read-only linked sections. Delink any class you do not want in Net Worth.
2
List other assets
Add cash, vehicles, personal property, and anything Portfolio does not cover. Manual assets stay fully editable.
3
Add your liabilities
Include all debts like loans, mortgages, or credit cards. Net worth is assets minus liabilities.
4
Analyze breakdown
Check the dashboard for category mix, health score, and projections. Portfolio-linked amounts update live when holdings change.

Tips for best results7 tips

Keep investable holdings in Portfolio Tracker: they flow into Net Worth automatically
Delink a Portfolio section if you track that asset only as a manual Net Worth line
Update manual values monthly for accurate projections
Include all debts for complete accuracy
Use clear names like "HDFC Savings" or "Car Loan"
Export Net Worth backups for manual assets; Portfolio syncs separately
Review category distribution to rebalance wealth