Portfolio

Portfolio Metrics

<aside> 📌 Add one row per asset. Gain/Loss and Return % are calculated automatically from Invested Amount and Current Value.

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Columns

• Asset Name — e.g. "HDFC Bank" or "Nifty 50 Index Fund"
• Category — Stocks, Mutual Fund, Deposit, Gold, Real Estate, Other
• Invested Amount — what you originally put in
• Current Value — today's value (update manually)
• Notes — anything else you want to remember

Want live prices that auto-update stock, mutual fund, and gold prices? That's in WealthOS Pro.