WealthDesk

New: Rank all Nifty 500 stocks by 3M–15Y CAGR, filter by sector and share a branded returns card.

WealthDesk is a complete wealth management app for the Indian investor — track every asset, follow markets in real time and plan your financial future.

YOUR WEALTH IN ONE VIEW Import your portfolio from an NSDL or CDSL CAS PDF — AI extracts every mutual fund, folio, stock and cost of acquisition in under 30 seconds. Add PPF, EPF, NPS, SSY, fixed deposits, bank accounts, real estate and physical gold. Your net worth updates live as markets move. If you hold regular plan funds, a card shows your annual saving from switching to direct. Swipe between Overview (net worth chart, composition, smart tips) and Holdings (every asset grouped by category, including a cross-portfolio risk breakdown across Equity, Debt and Gold).

RESEARCH TOOLS FOR SERIOUS INVESTORS

• Find a Stock: rank all Nifty 500 stocks by 3M, 6M, 1Y, 3Y, 5Y, 10Y or 15Y CAGR — updated every weekday morning. Search by name or ticker, filter by sector, and tap any row to see the full returns table and a bar chart. Share a clean branded card directly to WhatsApp, Instagram or your camera roll.
• Find a Fund: filter Direct Growth funds by category, minimum CAGR, expense ratio and fund house. Sort by return or Sharpe ratio. Long-press any result to save it to a watchlist.
• Fund Compare: analyse up to 3 mutual funds side by side — rolling returns, drawdown charts, SIP simulations.
• MF Watchlist: custom watchlists with live NAV and star ratings. Hall of Fame tracks 29 equity funds with 25+ years of history.
• MF Virtual Portfolio: 20 model portfolios (Conservative to Aggressive) or build your own. Backtest with real NAV history or project forward.
• Category Snapshot: rank every fund in a category by returns and drawdown. Long-press to save directly to a watchlist.
• Market Movers: top gainers, losers and 52-week extremes across Nifty 50, Bank and Midcap 150. RSI Screener for oversold and overbought stocks.
• Stock Watchlist: track NSE stocks, global equities and crypto with price alerts that fire even when the app is closed.
• Stock Virtual Portfolio: backtest any basket of stocks with CAGR over 1, 5 and 10 years.

LIVE MARKETS — 60-SECOND AUTO-REFRESH

• Global Pulse: live leaderboard across 18 global instruments with period returns from 1W to 5Y.
• Search: find any NSE stock, index or global stock directly from the Markets tab.
• India: Nifty 50, Bank Nifty, Midcap 150 and 15 more indices. Intraday candlestick charts, RSI, MACD, Pivots, DEMA, FII/DII flows.
• Global: US, European and Asian indices with 12 heavyweight stocks each, a 16-stock Semiconductors row, DXY Dollar Index and VIX.
• Currencies: live rates vs INR, charts from 1D to 5Y and a ranked leaderboard up to 20 years.
• Commodities: Gold, Silver, Crude, Natural Gas and Copper in USD and INR, plus a long-term leaderboard from 1W to Max.

PLANNING FOR EVERY LIFE STAGE

• UPI & Transactions Tracker: log UPI payments, card purchases or cash manually, or share a UPI SMS from Messages to auto-fill the amount, merchant and category. See per-category spend vs budget limits, a Spending Patterns screen and a home screen widget.
• Investor Profile: 14-question SEBI-aligned risk assessment yielding a Conservative-to-Aggressive category, Equity/Debt/Gold split and SIP return rate.
• 3-Bucket Retirement Strategy: Cash, Income and Growth bucket simulator with adjustable return rates.
• FIRE Calculator: four retirement corpus scenarios with inflation and return assumptions.
• Term Insurance Planner: Needs Analysis with precise cover amount and indicative premium.
• Lifecycle Planner: full retirement journey with year-by-year tables. Return rate from your Investor Profile.
• SIP, SWP, Goal, Loan and EMI planners.

PRIVACY BY DESIGN CAS PDFs are processed on a secure WealthDesk server and not stored. Portfolio data stays on your device. AI analysis uses category totals only — never fund names or amounts. WealthDesk Connect lets you share with a nominee or advisor — end-to-end encrypted, with per-connection share levels.