Take control of your family's wealth with a single, premium dashboard. This automated Google Sheets template consolidates unlimited Demat and Mutual Fund accounts into one unified view, replacing scattered logins with clarity.

Key Features:

Centralized Tracking: Monitor investments for yourself, spouse, parents, and HUF in one secure sheet.
Live Automation: Real-time prices for Stocks, Mutual Funds, and SGBs fetched automatically via Google Finance.
Performance Analytics: Instant calculation of Portfolio XIRR, Absolute Returns, and Net Worth.
Smart Visualization: Dynamic charts for Asset Allocation, Account-wise breakdown, and Equity vs. Debt exposure.
Zero-Maintenance: Setup once; just add transactions. No subscription fees, 100% data privacy.

What You Get:

The Master Template (Lifetime Access)
Step-by-Step Setup Video Guide
Youtube Manual: https://youtu.be/GxxGXgHDNDg
Priority Email Support for Setup

Stop managing logins. Start managing wealth.

Family Investment Portfolio Tracker

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