Net Worth Tracker - Track Assets & Liabilities

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How to use the Net Worth Tracker

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

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.

List other assets

Add cash, vehicles, personal property, and anything Portfolio does not cover. Manual assets stay fully editable.

Add your liabilities

Include all debts like loans, mortgages, or credit cards. Net worth is assets minus liabilities.

Analyze breakdown

Check the dashboard for category mix, health score, and projections. Portfolio-linked amounts update live when holdings change.

Tips for Best Results

Follow these best practices to get the most accurate insights and results from this tool.

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