TrackMyNetWorth

Made for Indian families, this household wealth tracker brings investments, savings, and liabilities into one private view. It is designed for people who want a clearer picture of family wealth without maintaining multiple spreadsheets or checking separate accounts and platforms.

The platform supports asset types commonly used by Indian households, including stocks, mutual funds, EPF, PPF, NPS, gold, silver, fixed deposits, and loans. You can begin with manual entries and move to automatic holding synchronization with Zerodha Kite on the Pro plan.

Key Features

Household Wealth Dashboard

Bring family assets and liabilities together in one private dashboard.

Track a broad range of holdings, including:

• Stocks
• Mutual funds
• EPF
• PPF
• NPS
• Gold
• Silver
• Fixed deposits
• Loans

This gives households a single place to follow both investments and longer-term savings.

Family Sharing

Invite family members to the household view while keeping access controlled.

The feature is designed for families that want to manage and review their financial picture together without making the information public.

Net Worth History

Track changes in household net worth over time rather than only seeing the current total.

The Starter plan includes 90-day trend history, while Pro provides unlimited net worth history for longer-term tracking.

Asset Allocation Charts

View how household wealth is distributed across different asset categories.

Allocation charts provide a quick way to understand the balance between investments, savings, and other tracked assets.

Zerodha Kite Sync

Pro users can connect Zerodha Kite to automatically import holdings.

This provides a path from manual portfolio tracking to automated investment data synchronization.

MCP Access for AI Assistants

Pro users can enable MCP access so compatible AI assistants can ask questions about portfolio data.

This extends the household wealth dashboard into AI-assisted portfolio information access while keeping the underlying data within the product's household tracking workflow.

Google Sign-In

Use Google sign-in for a familiar account setup and login experience.

Built For Indian Families

The platform is designed around the asset types and household structure commonly relevant to Indian personal finance.

It can be useful for:

• Families tracking wealth together
• People managing multiple investment types
• Households combining savings and liabilities
• Investors moving away from spreadsheet-based tracking
• Families wanting shared financial visibility
• Users who want to start manually and add automation later

Common Use Cases

Tracking Total Household Wealth

Combine investments, savings, fixed deposits, precious metals, retirement accounts, and loans to maintain a broader household view.

Monitoring Asset Allocation

Use allocation charts to quickly see how wealth is divided across different asset categories.

Reviewing Wealth Trends

Check net worth history to understand how the household's tracked wealth has changed over time.

Managing Family Finances Together

Invite relevant family members so the household can maintain and review a shared financial picture with controlled access.

Moving From Manual to Automated Tracking

Start by entering holdings manually and later connect Zerodha Kite on Pro for automatic holding synchronization.

Starter and Pro Plans

Starter

The free Starter plan supports:

• Manual tracking across all supported asset types
• Up to 2 family members
• Asset allocation charts
• 90-day net worth trend history

Pro

Pro adds:

• Unlimited family members
• Unlimited net worth history
• Zerodha Kite automatic holding sync
• MCP access for compatible AI assistants
• Priority support

Privacy-First Household Finance

The product is built around private household wealth tracking rather than public financial sharing. The focus is on bringing investments, savings, and liabilities into one place so families can follow their financial position together.

Starting with manual tracking also keeps the initial setup straightforward, while Pro provides automation and AI access for households that want a more connected workflow.

Manage Your Household Wealth in One Place

Bring stocks, mutual funds, retirement accounts, precious metals, fixed deposits, and loans into a single household view. Track allocation and net worth over time, share access with family members, and move from manual entries to Zerodha Kite synchronization as your tracking needs grow.