PotMyFund

Offline Goal based portfolio manager. Import mutual funds from Zerodha Coin with one click.

What is PotMyFund?

PotMyFund is an offline goal-based portfolio manager Chrome extension that lets you classify your investments into different pots and manage your Mutual funds portfolio. It supports importing portfolio from Zerodha Coin platform and will soon add support for other platforms like Groww, ICICI Direct, Paytm money, and Kuvera.

Download

Stats

By: Oleka

View on Chrome Web Store

Users: 8 ▼ -1

Rating: 5.00 (4)

Version: 1.0.0 (Last updated: 2021-10-21)

Creation date: 2021-10-21

Risk impact: Low risk impact

Risk likelihood: Low risk likelihood

Manifest version: 3

Permissions:

storage

Host permissions:

https://www.amfiindia.com/*

Size: 993.28K

Email: ah*****@gmail.com

Stats date:

Chrome-Stats Rank

# 113413 ▼ 2754

Other rankings

#19897 in Workflow & Planning ▼ 219 #152 in goal keyword 8 ▼ 2 #171 in works offline keyword 17 ▲ 14

Other platforms

Not available on Firefox

Not available on Edge

Want to check extension ranking and stats more quickly for other Chrome extensions? Install Chrome-Stats extension to view Chrome-Stats data as you browse the Chrome Web Store.

Summary

Analyze keywords

PotMyFund lets you classify your investments in to different pots (investment goals). You can also set a goal amount and time period to achieve it. The extension lets you manage & analyse your pots as well as Mutual funds portfolio.

It works offline, your data is not uploaded to any server. Your data is encrypted and stored on your own device.You can export (encrypted exports) and import data anytime.

It supports importing portfolio from Zerodha Coin platform with a single click. Support for other platforms like Groww, ICICI Direct, Paytm money, Kuvera will be added soon. In coming future you will also be able to add funds using CAMS statements and manually via entering it.

User reviews

for goal based investment, very good extension

madhuri kadam, 2021-10-23

Always craved for such a wrapper over my Portfolio. Allows a seamless setup of different saving pots oriented towards my long term and short term goals. Moreover, everything's sourced from the different types of funds which are associated with different risk-reward ratios, so I can compromise on certain goals for risky funds whilst keeping with certain goals by having steady topups from stable funds. Looking forward to the next iteration of this solution. Kudos!