Demat, Mutual Funds, International stocks, Income, Expenses, Loans, Tax — all tracked and calculated. Built for Indians and NRIs.
Built from real investor pain points — from raw Demat holdings to Financial Health scores, every module solves a specific problem.
Net Worth, Total Invested, P&L, Monthly Income, Expenses and Tax Liability — all in one live snapshot, always up to date.
Live OverviewStocks, ETFs and F&O across Zerodha, Groww, Angel One, Upstox, Fyers, Shoonya, INDmoney — live NSE/BSE prices with intelligent multi-broker deduplication.
10+ BrokersImport MF Central CAS or broker statements. P&L tracked per fund. SIP and lump-sum tracking with live NAV via mfapi.in and AMFI. By-broker and combined views.
SIP + P&LImport US stocks and ETFs from Trading 212 and IBKR. ISIN-based deduplication. Live USD/INR, EUR/INR rates for true consolidated net worth.
NRI FriendlyVisual breakdown by broker, asset class and category. Separate tabs for Demat, MF and International with combined totals. See exactly where your money sits.
Full AllocationPre-redemption STCG/LTCG estimator per lot. Equity, Gold ETF, Gold MF and Liquid fund rules applied separately. NRI surcharge built-in. Know your liability before selling.
NRI Tax ModeLog salary, freelance, rental and investment income. Monthly trends, category breakdowns and savings rate. Full recurring income support with tax flags.
Full CashflowDedicated module for SIPs and recurring investments alongside lump-sum buys. Track total deployed capital and view returns by investment type.
SIP TrackingCategorise and log every expense. Monthly comparison, savings rate trends and recurring expense detection. See where your money actually goes.
Smart CategoriesDedicated savings module showing net saving rate month by month. Visual trends help you understand and improve financial habits over time.
Savings RateTrack home loans, car loans, personal loans and credit card dues with EMI tracking and outstanding balance. True net worth includes what you owe.
EMI TrackingSet retirement corpus, child education or home purchase goals. Multi-currency support. Track real progress with target timelines and current amounts.
Goal TrackingScored across Savings Rate (70%+ = 10/10), Emergency Fund (6 months), Term Life Insurance and Health Insurance. Holistic financial fitness at a glance.
Health ScoreNo complicated onboarding. Sign in once, import your files, and your complete financial picture appears instantly.
One-click Google sign-in. Your data is secured with Firebase and tied only to your authenticated account — nothing stored locally.
Upload CSV exports from any Indian broker or MF Central CAS. Captix auto-parses holdings, quantities, purchase prices and dates — no manual entry needed.
P&L, allocation breakdown, tax estimate and net worth calculated instantly. Live prices via Yahoo Finance (stocks) and mfapi.in / AMFI (MFs) with one click.
Add income, expenses, loans and goals. Monitor your savings rate, financial health score and tax liability — all in the same dashboard.
Pre-redemption LTCG/STCG estimator with per-lot date logic. Separate rules for Equity, Gold ETF, Gold MF and Liquid funds. ₹1.25L LTCG exemption applied automatically. NRI surcharge support built in.
Managing money across India and abroad is genuinely complex. Every NRI feature in Captix solves a real problem faced by the community — built by someone who lives that reality.
"Finally a tracker that understands NRI investments. Zerodha, MF Central and Trading 212 all unified. The P&L and allocation view across all accounts is exactly what I needed."
"I used to spend 2 hours every month on a spreadsheet. Now it's done instantly. The P&L tracking and allocation breakdown alone make this worth every rupee."
"Jasheer's YouTube channel brought me here. The product is exactly what he promises — honest, practical, no fluff. My CA also uses the tax estimate now."
"The tax calculator is brilliant. I know exactly which entries to declare. Living in Germany, this helps enormously with double-taxation planning and my CA is impressed."
"Imported 3 years of Groww data in under 2 minutes. The allocation view showed me I was overweight in mid-cap — rebalanced the same week. Never had this clarity before."
"The income, expense and savings tracker replaced my entire Excel workflow. Savings rate graph is genuinely motivating. Best financial tool I've used by far."
Join investors across India and abroad tracking their wealth with Captix FinTracker. Free to start, no credit card needed.
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