What VestBook does
Each feature is marked Live, meaning it works today, or Coming soon.
Your whole family on one page Live
See the family's total and each member's holdings in one view. Switch between the whole family, one person, one platform or one basket in a click.
Add investments from the statements you already get Live
Upload a Groww or Zerodha holdings report, a CAMS or KFintech mutual fund CAS, an NSDL or CDSL CAS, or an EPFO passbook. Files are read in seconds, and you check every row before it is saved.
A dashboard that answers the obvious questions Live
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 Live
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 Live
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 Live
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 Live
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 Live
Download a copy of everything VestBook keeps about you, or delete your account yourself at any time.
Consolidated reports to download Coming soon
A family wealth report as PDF or Excel, by member, platform and asset class.
Property and loans, for true net worth Coming soon
Add property and loans, so net worth means what you own less what you owe.
Limits you set yourself Coming soon
Set your own limits, such as equity under 60% or no more than 10% in one company, and see where you stand. VestBook never tells you what to buy or sell.
Yearly return for the whole family Coming soon
XIRR across all holdings, for the family and for each member.