How to Track All Your Investments in India — Complete Guide

Unlike US investors who primarily hold stocks and ETFs, Indian investors typically have a diverse mix: FDs for safety, RDs for disciplined saving, mutual funds for growth, and maybe some direct stocks. Each sits in a different app or portal.

Start by making a complete list. Check bank apps for FDs and RDs. Check broker apps for stocks. Check AMC/platform apps for mutual funds. Don't forget savings account balances and money lent to others.

Spreadsheet: Good for tech-savvy investors with few holdings. Broker app: Only shows what's in that broker. Dedicated tracker: Best for consolidated view across all types. RupeeTracker is built specifically for the Indian investment mix.

Set a monthly reminder to review your portfolio. Check for maturing FDs, mutual fund performance, and overall asset allocation. A portfolio health score can help identify imbalances.