Your complete financial life, in one place.
Track investments, insurance, loans, budgets, and expenses — with AI-powered insights, bank-grade security, and zero ads. Built for India.
Your financial data is locked down tight
We built My Portfoly with the same security standards banks use — because your financial life deserves nothing less.
AES-256 Encryption
All your data is encrypted at rest using AES-256 — the same standard used by banks and governments worldwide.
SOC 2 Type II Certified
Our infrastructure (Supabase) is independently audited and SOC 2 Type II certified. Not a self-claim — a third-party verification.
DPDP Act 2023 Compliant
Fully compliant with India's Digital Personal Data Protection Act 2023. You own your data. We only process it with your consent.
Row-Level Security
Every row of data in our database is locked to your account. Even we cannot read your financial records — only you can.
Your entire financial life, tracked
My Portfoly goes far beyond a basic expense tracker. It's a complete financial operating system for Indian households.
Complete Net Worth Dashboard
See your total assets, liabilities, and true net worth at a glance. Updated in real time as you add investments and loans.
60+ Investment Categories
Indian & US stocks, mutual funds, EPF, PPF, NPS, NSC, SGBs, REITs, crypto, gold, real estate — everything in one place.
Insurance & Protection Tracker
Track health insurance, term life, vehicle, home, and critical illness covers. Get renewal alerts before policies lapse.
Smart Budget & Expense Tracker
Set budgets per category, track spending, get alerted at 85%, and let AI suggest personalized limits based on your income.
My Portfoly AI — Your Finance Coach
Ask anything: "How much can I save this month?", "Should I prepay my home loan?" — powered by GPT-4 with your real data.
Goals & Emergency Fund
Set savings goals (home, car, vacation, retirement). Track your emergency fund with a visual progress bar.
Family Finance, Together
Add up to 5 family members, share budgets and goals, track combined net worth and health score.
Bank-Grade Security
Data encrypted at rest (AES-256) and in transit (TLS 1.3). PAN never stored in plain text. SOC 2 Type II certified infrastructure. DPDP Act 2023 compliant.
For every Indian family
See where every rupee goes
Track salaries, bonuses, SIPs, and EMIs — all in one clean dashboard.
Build wealth together
Shared budgets, combined net worth, and family financial health — finally.
Every asset, one view
Stocks, MFs, PPF, crypto, real estate — your complete portfolio picture.
Every investment you own, tracked
From NSE stocks and US ETFs to PPF and KVP — My Portfoly handles investments that no other Indian app tracks together.
Equity
Fixed Income
Govt Schemes
Gold & Silver
Real Estate
Alternatives
Never let an insurance policy lapse again
My Portfoly tracks all your insurance policies in one place — health, life, vehicle, home, and critical illness. Get renewal alerts 30 days early so you're never caught off guard.
A finance expert who knows your money
Unlike generic AI chatbots, My Portfoly AI reads your actual investments, budgets, and loans before answering. It gives advice specific to your situation.
Money moves with your life,
not against it.
From Diwali bonus to retirement corpus — myPortfoly understands the real moments that matter to Indian families.
Diwali bonus
Auto-allocate to PPF, gold & vacation fund
Buying your first home
Down-payment goal + EMI affordability
Parents' health
Renewal alerts + super top-up suggestions
Child's education
15-year SIP plan with annual step-up
Once-a-year holiday
Save ₹15K/month to your travel goal
Retirement at 55
Net worth projection + corpus tracking
Loved by Indian families
"Finally an app that tracks my US ETFs alongside PPF and EPF. The net worth dashboard showed me I had ₹4.2L sitting idle in savings — moved it to liquid funds the same day."
"The insurance renewal alerts are a lifesaver. Got reminded about my parents' health policy expiry 30 days early. The AI also suggested a super top-up that cut my premium by 40%."
"We use the Family plan. First time in 7 years we actually know our combined net worth. The shared budget feature stopped a lot of "who spent what" arguments!"
Frequently asked questions
Everything you need to know before you start.
Take control of your money today
Join thousands of Indian families tracking investments, insurance, loans, and budgets — all in one secure place.