Your budget, your investments and your goals, in one place.
Track what comes in and goes out, follow every investment from shares and funds to property and gold, and see how close you are to the goals that matter. On the web, Android and iPhone.
AssetIQ is built around four things: knowing where your money goes, seeing what you own, planning what you want, and getting your data in without retyping it.
Budget and spending
Add an expense in seconds, even offline. Set a budget per category and see what is safe to spend each day.
Categories and how you paid, kept apart
Rent, salary and EMIs that repeat on their own
This week's cash flow and what falls due next
Every investment
Shares, ETFs, mutual funds, deposits, property, gold, loans and private holdings, in portfolios you can group the way you think about them.
Net worth over time, with forecasts
Returns so far and expected income
Allocation by asset class, industry, country and currency
Goals that mean something
Net worth milestones with a date you can actually reach, and a target return and risk level for each portfolio.
See how far along you are, and when you'll get there
Targets for each portfolio, checked against what it does
Bring your data with you
Import holdings and cash statements from CSV or Excel files instead of typing them in.
Holdings files from your broker
Contributions and withdrawals from a statement
Split with friends Coming soon
Groups for trips, flatmates and dinners. Your share of every bill lands in your budget, and settling up takes one payment each.
Connected accounts Coming soon
Consolidated account statements for every fund and share, and bank accounts linked with your consent, kept up to date for you.
Up and running in a few minutes
Create your account
On the web or in the app. One account works everywhere.
Add what you have
A few categories and your income, then your portfolios: by hand or from a file.
Check in each day
Add today's spending, see what's safe to spend, and watch your net worth and goals move.
Your data stays yours
AssetIQ tracks money. It never moves it.
No access to your money
AssetIQ can't make payments, trades or transfers. It only records what you add or import.
Encrypted connections
The website and the apps only talk to AssetIQ over HTTPS, and passwords are stored only as salted hashes, never as text.
Not for sale
We don't sell your data or show you ads. Read the privacy policy.
Delete any time
Deleting your account removes your data with it, from the app or the website.
Questions
Do I need the app, or does the website do everything?
Both work with the same account. The apps are best for adding expenses as they happen, even without a connection; the website is best for detailed portfolio analysis on a big screen.
Can AssetIQ move my money or trade for me?
No. AssetIQ only shows and analyses what you record or import. It has no way to pay, transfer or trade.
Which currencies and number formats are supported?
Portfolios can hold investments in many currencies, valued in your base currency. Amounts can be shown in lakh and crore or in million and billion.
Is this investment advice?
No. AssetIQ helps you track and understand your own finances. It is not a registered investment adviser and does not recommend what to buy or sell.
How do I delete my account?
In the app, open Profile and choose Delete account. On the website, go to Delete your account. Your data is deleted with it.