OmniAsset › Features

A tracker for every part of your money

OmniAsset is one private app that does the job of several trackers. Start with whichever fits what you're trying to see — they all share the same holdings and the same signed data.

Trackers

• Net worth tracker — every asset and liability in one honest number, built for India.
• Portfolio tracker — holdings, allocation and money-weighted returns across every account.
• Mutual fund tracker — funds and SIPs valued at the latest NAV, with fund facts and quality.
• Stock portfolio tracker — Indian and US shares and ETFs at their latest close.
• Cash flow tracker — income, spending and what's left to invest each month.
• Fund overlap — how much two funds really share, so you're not doubling up.

Also useful

• Compare funds — put two to four funds side by side on one snapshot.
• Learn — XIRR vs CAGR, SIP vs lumpsum, fund overlap explained.
• Methodology — how every number is calculated.