WealthTrack Pro
Mutual fund tracker with Nifty 50 comparison • Portfolio analytics & insights
Open Access • No Login Required
Type any part of fund name or AMC (results from MFAPI)
Upload Nifty 50 historical data for portfolio comparison (Date and Nifty 50 value columns)
Drop Nifty 50 data file here or click to browse
Supports .csv files (Max 5MB)
Expected CSV Format:
Date, Nifty 50 Value
2023-01-01, 18197.45
2023-01-02, 18256.75
2023-01-03, 18302.95
Note: Date can be in any format (YYYY-MM-DD, DD/MM/YYYY, etc.)
Upload transactions from Excel file (Date, Fund Name, Invested Amount, SIP/Lumpsum, Type)
Drop Excel file here or click to browse
Supports .xlsx, .xls files (Max 10MB)
Expected Excel Format:
Date | Fund Name | Invested Amount | SIP/Lumpsum | Type | SIP End Date | SIP Frequency
2023-01-15 | HDFC Equity Fund | 50000 | Lumpsum | Large Cap
2023-02-01 | ICICI Prudential Banking Fund | 5000 | SIP | Sector Fund | 2023-12-01 | monthly
Note: "Type" column can be: Large Cap, Mid Cap, Small Cap, Flexi Cap, Sector Fund, ELSS, etc.
| Date | Fund | Type | Amt | NAV | Units | Actions |
|---|---|---|---|---|---|---|
| No transactions yet | ||||||
Export transactions as CSV and download chart images.
Total Investment
₹0
0
Current Value
₹0
0
Daily Total Returns
₹0
0%
Total Returns
₹0
0%
CAGR
0%
Annualized return
XIRR (Annualized)
0%
Portfolio return
Show Nifty 50
Compare your portfolio performance with Nifty 50 index (normalized to 100)
| Type | Invested Amount (₹) | Percentage | Total Returns (₹) | Return % |
|---|---|---|---|---|
| Loading... | ||||
Percentage return per fund over time (based on NAV history & transactions)
Per-fund totals, returns, CAGR, XIRR and daily change
| Fund | Total Invested | Units | Current Value | Total Return | Return % | CAGR | XIRR | Daily % | Daily ₹ |
|---|---|---|---|---|---|---|---|---|---|
| No funds available | |||||||||