Track Every Investment with Portfolio Tracker
Monitor all your investments (mutual funds, stocks, ETFs, and more) in one powerful dashboard. Get real-time portfolio performance tracking, detailed analytics, and smart insights to make better investment decisions. India’s all-in-one online portfolio tracker for disciplined investors.
All Your Mutual Funds in One Place
See every scheme and folio together with current value, invested amount, and category splits. Monitor your MF portfolio without jumping across platforms or updating spreadsheets.
Track Your Stocks and ETFs Portfolio
Consolidate your equity investments from multiple brokers, track portfolio performance tracker metrics, analyse gains/losses, and get actionable insights on your holdings
How to Track Your Portfolio with the Novelty Wealth App
Start monitoring all your investments with Novelty Wealth's online portfolio tracker in India by following these simple steps.
Download The Novelty Wealth app from the App Store or Google Play Store, or visit our website to access the web platform directly from your browser.
Sign up using your mobile number and complete a quick security verification to protect your account.
Link mutual funds using registered mobile, add stocks through Account Aggregator demat account details, or manually input other assets like bonds, PPF, and NPS.
View your unified dashboard where Novelty Wealth automatically consolidates all holdings, displays real-time portfolio values, and generates comprehensive performance analytics.
Leverage advanced tools including asset allocation breakdowns, XIRR tracking, gain/loss reports, and AI-powered insights to make smarter investment decisions.
Why Monitor All Your Investments in One Place?
Managing investments scattered across multiple platforms creates significant challenges for wealth building. Here's why consolidated portfolio monitoring is essential:
Complete Financial Visibility
When your mutual funds are with one AMC, stocks with another broker, and fixed deposits across different banks, you lose sight of your total wealth picture. A unified portfolio monitor brings everything together, showing your actual net worth and true asset allocation at a glance.
Better Investment Decisions
Without consolidated tracking, you might unknowingly over-invest in similar sectors or asset classes. Real-time portfolio tracking tools help identify concentration risks, underperforming assets, and rebalancing opportunities that remain hidden in fragmented portfolios.
Time and Efficiency
Logging into multiple platforms to check different investments wastes valuable time. A comprehensive portfolio tracking tool eliminates this hassle, providing instant access to all holdings, transactions, and performance metrics from a single dashboard.
Accurate Performance Measurement
Calculating actual returns across multiple accounts manually is complex and error-prone. Automated portfolio trackers compute precise XIRR, absolute returns, and benchmark comparisons across your entire portfolio, giving you the true picture of investment performance.
Why Choose Novelty Wealth?
Novelty Wealth stands out as India's trusted portfolio tracking solution with features designed for serious investors
Universal Investment Coverage
Track every asset class in one place including mutual funds, stocks, ETFs, bonds, fixed deposits, PPF, NPS, and alternative investments. No investment gets left behind.
Real-Time Portfolio Sync
Your holdings update automatically everyday, ensuring you always see current values, updated gains/losses, and accurate portfolio worth without any manual refreshes.
Advanced Analytics Dashboard
Go beyond basic tracking with detailed insights including sector-wise allocation, historical performance charts, dividend tracking, capital gains reports, and tax optimization suggestions.
Zero Manual Entry Required
Automated integration with major brokers, AMCs, and depositories means your portfolio stays updated without tedious manual data entry or statement uploads.
Smart Investment Insights
AI-powered recommendations (using NovaAI) help identify overweight positions, suggest rebalancing opportunities, and highlight investments that may need attention based on performance trends.
Frequently Asked Questions
Yes. An RIA can work in an advisory-only model where you keep full control of your accounts and execution. The RIA helps with asset allocation, product selection, risk alignment, and review decisions, while you place the transactions.
Yes. Mutual funds still need structure. An RIA can help you build the right mix across equity, debt, and hybrid funds, spot category overlap, reduce concentration risk, and align SIPs or lump sums with timelines and goals.
It brings discipline to decisions that usually get disrupted by market noise. RIA-led advice focuses on goal mapping, risk-managed allocation, periodic rebalancing, and behaviour control during volatile phases, so the plan stays on track over years, not weeks.
Yes. New investors benefit from a clear starting framework and fewer early mistakes. Experienced investors benefit from a second layer of review, better diversification, tax-aware planning, and a cleaner way to measure portfolio progress across goals.
You can securely link your mutual funds, stocks, and bank accounts using OTP-based consent flows.
- Mutual funds are linked via your PAN-linked details using secure, read-only access
- Stocks & ETFs are fetched through your demat account using authorised depository connections
- Bank accounts are connected using India’s Account Aggregator framework
Novelty Wealth never asks for your passwords or login credentials. All access is read-only, encrypted, and fully revocable by you at any time.
For assets that cannot be fetched automatically (such as PMS, bonds, or legacy investments), you can add them manually for a complete view.
Novelty Wealth helps you improve your portfolio by giving you clear visibility and structured insights into what you already own.
- It analyses your investments to highlight asset allocation gaps, concentration risks, overlap across holdings, and cost inefficiencies that may impact long-term outcomes. You can see your actual asset mix versus your intended allocation, making rebalancing needs easier to understand.
- Nova AI provides portfolio-level insights and alerts around diversification, drift, and tax-aware actions such as capital-gains visibility and potential tax-loss opportunities, where applicable. You can also compare your portfolio’s performance against relevant benchmarks to assess alignment with your goals and risk profile.
- Novelty Wealth does not provide stock tips or trade recommendations. Instead, it focuses on helping you make more informed, disciplined decisions through better structure, clarity, and ongoing monitoring.