Every holding.One honest picture.
From demat stocks and SIPs to PPF, EPF, FDs, and gold — record your wealth once and watch allocation, net worth, and returns come together without juggling spreadsheets or broker apps.
- Multi-asset portfolio tracking
- XIRR & CAGR performance metrics
- Live price & FX refresh
- PDF & Excel exports
7+
Asset types tracked
XIRR
Money-weighted returns
Live
Price & FX refresh
Export-ready reports
Your full asset mix, at a glance
See how Indian and US equity, mutual funds, PPF, EPF, Sukanya, FDs, gold, and cash combine — so you always know where your wealth is allocated.
- Track equity, mutual funds, gold, and fixed income together in one portfolio view
- View asset allocation instantly across every holding and category
- Understand where your money is concentrated — and where it is diversified
Every holding, one clean ledger
Log buys, sells, and contributions once. See current value, cost basis, and gain for each asset — across brokers, fund houses, and government schemes.
- Record transactions for stocks, MFs, PPF, EPF, Sukanya, FDs, and gold in one place
- Refresh live prices and NAVs to keep every holding up to date in INR
- Review a clear transaction history and per-asset performance at any time
Export when you need a second opinion
Generate polished PDF and Excel reports from the same data you track daily — ready for tax season, annual reviews, or conversations with your CA.
- Download allocation and holdings reports in PDF or Excel format
- Share structured summaries with your chartered accountant or advisor
- Export always reflects your latest transactions and refreshed valuations
What is Welthr?
A secure tracking portal for investors who manage their own wealth — not a trading or advisory platform. Record transactions once; get holdings, cost basis, returns, and allocation automatically.
Free during the beta
Every feature is free until 31 Mar 2027 — no card needed. After the beta you can choose one of the plans below; nothing is charged automatically.
- Full portfolio dashboard & analytics
- Live prices, NAV & USD/INR refresh
- PDF & Excel export reports
- Unlimited assets & transactions
After the beta
₹499/month
- Billed every 30 days
- Cancel anytime — access until period end
- Optional auto-renew
After the beta
₹4,999/year
Save ₹989 vs monthly
- Save vs 12 monthly payments
- Billed every 365 days
- Optional auto-renew
Already have an account?
Why use this portal?
Practical benefits that turn scattered holdings into actionable insight.
Who should join?
If any of these sound like you, this portal was built for your investing journey.
Individual investors
You hold a mix of stocks and mutual funds and want one place to see total net worth and performance.
Global portfolio holders
You invest in both Indian and US markets and need INR valuations with up-to-date FX conversion.
DIY learners
You are building investing discipline and want to understand returns beyond simple profit/loss.
Family wealth trackers
You manage multiple asset types — equity, debt, gold, cash — and prefer clarity over spreadsheets.
Ready to see your full picture?
Log in or create an account in under a minute. Your dashboard, charts, and export tools are waiting.