Understand your money in one place with WiseInvest, a personal finance and portfolio tracking app built for Indian investors.

Build your financial picture
- View net worth across assets and liabilities
- Track bank accounts, deposits, mutual funds, equities, retirement accounts, property and other assets
- Organise loans, credit cards, insurance policies and financial goals
- Review income, expenses and monthly cash flow

Track your investments
- Import supported broker portfolio statements
- Monitor holdings, invested value and profit or loss
- Explore portfolio and market heatmaps
- Maintain a synced stock watchlist
- Review stock fundamentals, market data, dividends and IPO information

Import and organise documents
- Upload selected PDF or spreadsheet statements using Android's system file picker
- Optionally connect Gmail with read-only access to discover financial statement emails
- Review documents before importing them into your private WiseInvest account

Tools for everyday decisions
- Use calculators for SIPs, loans, taxes, retirement, insurance and other financial scenarios
- View data-driven summaries and personalised insights based on the records you choose to add
- Set local reminders for upcoming payments, dividend dates and goal milestones
- Use home-screen widgets for quick access to selected financial summaries

Privacy and control
- Data is encrypted in transit
- Authentication tokens use Android encrypted storage
- Biometric app lock is optional and biometric data stays with Android
- The Android app does not display ads or request an advertising identifier
- Delete individual records or request permanent account and associated-data deletion

WiseInvest provides information, calculations and educational insights. It does not execute trades, provide banking or payment accounts, lend money, sell insurance, or act as a broker, investment adviser or fiduciary. Market data and calculated estimates may be delayed or incomplete. Verify important information and consult a qualified professional when appropriate.