Follow these quick steps to add your investments, keep values updated, and review performance with confidence.

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   Step 1: Pick a tab to start

   Start with the section you already understand, such as Indian stocks, US stocks, US ETFs, mutual funds, or deposits. Add the rest once you are comfortable.

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   Step 2: Enter amounts carefully

   For Indian stocks and funds, enter units and average buy price. For US stocks and US ETFs, enter quantity and cost in USD. For deposits, bonds, metals, and property, enter invested value and current value so results stay accurate.

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   Step 3: Tidy your list

   Use search, sort, and edit to clean up names, remove duplicates, and keep your records easy to review.

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   Step 4: Open Summary for the full picture

   Go to Summary to check invested amount, current value, total gain, and your allocation across all assets in one view.

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   Step 5: Review your allocation mix

   Check whether one area is taking too much space in your portfolio. Balance it gradually to match your comfort with risk.

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   Step 6: Keep values updated

   Refresh stock and fund prices often, and revisit other assets regularly. Updated numbers make your insights more useful.

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   Step 7: Review monthly progress

   Take a quick monthly review to see growth, spot weak areas, and stay focused on long term goals.