Net worth
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Today
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stocks + US stocks + gold vs prev close
Overall gain
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This month spend
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Qatar wallet
Invested
—
purchase value on record
Current value
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Liquid
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savings + money lent
Allocation
Cost analysis · this month
Recent transactions
Net worth trend
Profit & loss by holding
Stocks, funds and gold with a known purchase value.
Liquidity
How much of your net worth you could reach quickly — bank savings plus money owed to you.
Stocks
| Stock | Vendor | Qty | Avg buy ₹ | Invested ₹ | Live ₹ | Day % | Value ₹ | P/L ₹ | P/L % |
|---|
US stocks
| Stock | Vendor | Qty | Avg buy $ | Invested $ | Live $ | Day % | Value $ | Value ₹ | P/L $ | P/L % |
|---|
Prices in USD via Yahoo Finance; ₹ values use the live USD→INR rate. Fractional shares supported.
Mutual funds
| Scheme | Vendor | Units | NAV ₹ | NAV date | Invested ₹ | Value ₹ | P/L ₹ | P/L % |
|---|
Daily NAV from AMFI. Find your units and invested amount in your fund statement or broker app.
Gold
| Item | Grams | Purity | Live ₹/g | Value ₹ | Purchase ₹ | Gain ₹ |
|---|
Lands / property
| Name | Location | Purchase ₹ | Current value ₹ | Gain ₹ |
|---|
Bank savings / deposits
| Bank | Type | Amount |
|---|
Money lent to friends / relatives
| Person | Relation | Amount | Lent on | Note |
|---|
Counted in net worth as money owed to you. Delete a row when it's paid back.