Everything your family owns,
on one page.
One private view of your mutual funds, shares, deposits and EPF, built from the statements you already receive.
Advising families? See VestBook for firms
Your money is in a dozen places. The full picture is in none of them.
A CAS for your mutual funds. A broker app for shares. FD receipts from three banks. An EPF passbook for each job. Each shows a piece, and nobody puts the pieces together.
VestBook does.
From scattered statements to one view, in three steps
Upload what you already receive
A CAS, a broker holdings report or an EPF passbook. No bank or broker password is ever asked for.
Check what was read
Every row is shown to you before anything is saved.
See the whole family
Everyone together, or one person, one platform or one basket at a time.
What the full picture shows you
A dashboard that answers the obvious questions
How much is in equity, debt and gold? Where is it held? Who holds what? Allocation charts and a sortable holdings table show it at a glance, with profit and loss on what you invested.
Yearly returns from your own records
XIRR for each mutual fund, worked out from the full transaction history in a detailed CAS. Where the history is incomplete, the reason is shown instead of a guess.
Custom baskets
Group holdings across family members and platforms, such as "Retirement" or "Children's education", and see each basket's value, cost, profit and mix of assets.
Fixed deposit and bond maturity reminders
Track every fixed deposit, bond, NCD and sovereign gold bond with its maturity date. VestBook emails you 30 days and 7 days before each one matures.
Checked against the source
Each statement is matched to its own stated total, and broker holdings are checked against your depository statement. A figure that cannot be supported is shown as missing, never estimated.
Your data, yours to take or delete
Download a copy of everything VestBook keeps about you, or delete your account yourself at any time.
All features, including what is coming soon
Built to be trusted with your family's money
Three things about VestBook never change.
VestBook has no way to place an order, move money or change anything at your bank or broker. It never asks for your bank or broker password.
Your account and investment information is stored in Mumbai, India. Statements are read on servers in Mumbai.
An uploaded file is read in memory and discarded as soon as it is read. PDF passwords are used once and never saved or logged.
For families, and for the firms they trust
Personal
Every family member's investments together, with a reminder before each deposit matures.
Wealth
For wealth spread across many accounts, people and platforms, with each figure traced to its source.
Enterprise
One factual view of each client family, with access the client grants and can withdraw.
Every plan is free during early access. See pricing
Start with one statement
Create an account, upload one statement, and see exactly what VestBook reads from it.