Multi-tenant wealth tracking · by Xelphrix Technologies

Track every rupee you own, owe, and grow.

WealthDesk brings loans, investments, stocks, income, expenses, and net worth into one clean dashboard — with real amortization, XIRR, and India financial-year reporting.

Free to start · No card required · INR-first

WealthDesk · Dashboard
Net Worth
₹ 42,18,500
+8.4%
Investments
₹ 18,75,000
+25.0%
Loans
₹ 28,40,000
-4.3%
Savings
₹ 1,05,000
+12%
Income vs Expenses
Allocation
12+
Financial modules
XIRR
Real return math
FY
April–March reporting
100%
Tenant isolation

Everything that moves your money

One place for the full picture — assets, liabilities, cash flow, and what it all adds up to.

Loans & amortization

Auto-generated schedules, EMI tracking, prepayments, and a foreclosure calculator that shows interest saved.

Investments

FD, LIC, PLI, SIP, mutual funds, PPF, EPF and more — with maturity projections and returns.

Stock portfolio

NSE/BSE holdings, weighted-average cost, realized & unrealized P&L, and bulk CSV import.

Net worth & cash flow

Live assets-minus-liabilities, monthly income vs expenses, and savings rate at a glance.

Reports & exports

Multi-year comparison and per-FY reports, exportable to CSV, Excel, and PDF.

Financial calendar

Upcoming EMIs, SIPs, premiums and maturities — flagged upcoming, due, or overdue.

Built for serious financial data

Strict tenant isolation at the data layer, JWT sessions, role-based access, soft-deleted history, and audit trails on every important action.

Start tracking free