Your Complete Investment Picture, Consolidated
For many, growing wealth is just as important as managing expenses. However, tracking investments can be a fragmented and tedious process, often requiring you to log into multiple brokerage accounts and manually aggregate the data. Expense Pro's Investment Tracking feature solves this by providing a single, consolidated platform to monitor all your holdings and understand your overall portfolio performance.
This feature allows you to go beyond daily spending and get a high-level view of your wealth-building strategy. It's designed for both beginner investors and seasoned market participants who want a unified dashboard for their assets.
Centralize Your Portfolio:
- Multiple Investment Accounts: Create separate accounts for each of your brokerage platforms (e.g., "Zerodha Stocks," "Groww Mutual Funds," "HDFC Securities"). This keeps your holdings organized just as they are in the real world.
- Track Individual Holdings: Within each account, you can add and manage your individual investments. Log your stocks, mutual funds, or other assets with key details like the symbol, number of shares, purchase price, and purchase date.
- Dividend Tracking: Easily record dividends received from your investments. This is crucial for accurately calculating your total return, as dividends are a key component of investment gains.
Powerful Performance Analysis:
- Real-Time (or near real-time) Valuation: Our system can fetch current market prices for many popular stocks, giving you an up-to-date valuation of your holdings and your entire portfolio.
- Gain/Loss Calculation: Expense Pro automatically calculates your unrealized profit or loss for each holding and for your portfolio as a whole. It compares your total invested amount against the current market value to give you a clear picture of your performance.
- Portfolio Summary: The dashboard provides a high-level summary of your entire investment landscape, showing your total invested amount, current market value, and overall gain/loss percentage. This allows you to assess your performance at a glance.
- Historical Performance Charts (Coming Soon): Future updates will introduce interactive charts that track the value of your portfolio over time, allowing you to visualize your growth and compare your performance against market benchmarks.
By bringing all your investment data under one roof, Expense Pro eliminates the complexity of portfolio management. You can quickly see which investments are performing well, understand your asset allocation, and make more informed decisions about your wealth-building strategy, all within the same app you use to manage your daily expenses.