One Dashboard for All Your Investments
Quick Answer: Trezoriq's Portfolio Tracker lets Indian investors monitor stocks, mutual funds, FDs, and gold in one dashboard. It calculates XIRR, shows asset allocation, and generates a PDF annual report — all without sharing data with any server.
Stop switching between 5 different apps. Track your net worth growth with professional-grade analytics and 100% data privacy.
XIRR Analytics
Calculate exact annualized returns for your SIPs and Lumpsum investments. Compare your performance against Nifty 50 benchmarks.
Asset Allocation
Visualize your diversification across Equity, Debt, Gold, and Cash. Spot over-exposure to specific sectors or fund houses.
100% Private
Your sensitive financial data is stored locally in your browser. We have no servers and no access to your portfolio value.