Stocks · Mutual Fund Portfolio & SIPs · PMS (India & US) — consolidated against your INR and USD targets
As of 19 Aug 2026
India Portfolio (INR)
₹0
Stocks + Mutual Funds + India PMS/AIF
Progress to INR Target
0%
US PMS (USD)
$0
US PMS/AIF
Progress to USD Target
0%
Goal Progress
Targets are editable in the Assumptions panel below
India portfolio → target0%
₹0₹0 today₹0
US PMS → target0%
$0$0 today$0
PMS / AIF Holdings
Current Value is manual — PMS/AIF providers rarely publish live client NAVs, so update it from your portal or latest statement. Track dated additional investments so Total Invested stays accurate. Feeds the KPIs and every chart above immediately.
Portfolio Breakdown — India (INR)
Asset Allocation — Total Portfolio (INR-equivalent)
US PMS/AIF converted at the live USD/INR rate
Mutual Fund Mix by Category
5-Year Outlook
Per-bucket growth assumptions + step-up SIPs + US PMS annual funding — editable below, not guaranteed
India corpus (INR) vs target
US PMS (USD) vs target
Plan vs Actual — Locked 5-Year Baseline
No plan locked yet. Lock today's assumptions and holdings as your baseline, then track actuals against it every time you reopen this dashboard and click "Save Data".
Deviation from plan — latest recorded actual vs. the planned value at that same elapsed time
Area
Planned
Actual
Deviation
Status
Total India Portfolio (INR)
Direct Stocks (INR)
Mutual Funds (INR)
PMS / AIF — India + US combined (INR-equiv)
Planned (locked baseline)Actual (recorded each time you click Save Data)
Goal Gap — Extra Investment Needed
On top of your existing step-up SIP and the US PMS annual funding addition — both already counted in the Year-5 projection above
India (INR)
Year-5 projected value
₹0
Target
₹0
Shortfall
₹0
Required EXTRA / month
₹0
Required EXTRA / year
₹0
US PMS (USD)
Year-5 projected value
$0
Target
$0
Shortfall
$0
Required EXTRA / month
$0
Required EXTRA / year
$0
Assumed return on the extra investment is editable below ("Extra India/US investment growth p.a."). Shows "Target met" when the Year-5 projection already reaches your goal without any extra investment.
Assumptions
Edit any value and click Apply — the whole dashboard recalculates. Changes are session-only (not saved on reload); use the companion Excel tracker for a permanent record.
Rupees
US Dollars
Used for Asset Allocation
%
% (existing corpus)
% — applies to all India-category PMS/AIF entries
% — applies to all US-category PMS/AIF entries
USD added per year
% increase every year
% — used by Goal Gap calc
% — used by Goal Gap calc
Note: this browser page cannot save data between visits (no local storage in Cowork artifacts). Buying prices and assumption edits reset when you reopen it — record anything you want to keep in the Excel tracker.
Upload Direct Equity Holdings
Import an .xlsx matching this template: Company, Ticker, Balance (Qty), Buying Price (INR), Market Price (INR), Price Date. Updates Balance, Buying Price and Market Price in one go. Parsed entirely in your browser — the file never leaves your device.
Direct Equity Holdings
Every field here is editable — Company, Ticker, Qty, Buying Price, Market Price, Price Date. If a live Market Price isn't available, type the total into "Curr. Value Override" instead. (This browser session only — use "Save Data" or the Excel tracker as your permanent record.)
Company
Ticker
Qty
Buying Price
Invested
Market Price
Price Date
Curr. Value Override
Current Value
Gain/Loss
Gain %
Upload Mutual Fund Holdings
Import an .xlsx matching this template: Scheme Name, AMC Name, Category, Folio No., Invested Value, Current Value, Units. Parsed entirely in your browser — the file never leaves your device.
Mutual Fund Portfolio
30 folios across 20 schemes — every field is editable. If a live NAV isn't available, type the total into "Curr. Value Override" instead.
Scheme
AMC
Category
Folio No.
Units
NAV
NAV Date
Invested
Curr. Value Override
Current Value
Gain/Loss
Gain %
SIP Investment Plan
Scheme
Category
Current Monthly
Growth % p.a.
Yr 1
Yr 2
Yr 3
Yr 4
Yr 5
5-Yr Projected Value
Every field is editable — the Yr 1–5 columns show each scheme's own monthly contribution after the SIP annual step-up (locked at 15% in Assumptions). "5-Yr Projected Value" compounds that scheme's own stepped-up monthly contributions at its Growth % p.a. This feeds the SIP portion of the 5-Year Outlook and Plan vs Actual charts.
SIP Step-up vs Flat Contribution — 5-Year Forecast
Total accumulated SIP value if you keep stepping up contributions 15%/yr (locked) vs. keeping every SIP flat at today's amount — same per-scheme growth assumptions either way