NET WORTH TRACKER
See your net worth
in one place.
A clearer picture of what you own, without managing another spreadsheet. Free.
Bring your investment together.
Pivot Money brings your mutual funds, stocks, ETFs, and NPS into one view through the RBI Account Aggregator framework, refreshed daily. You also get free portfolio analytics: your mutual fund XIRR, how your money is spread, where it is concentrated, and which funds overlap. It is free for resident Indians and NRIs.
Unlock your financial potentiall
Get started with 3 simple steps.
Choose your accounts
Pick the supported investment accounts you want to connect.
Give consent
Give time-bound, purpose-specific consent through the RBI Account Aggregator framework.
See everything
Your investments appear in one view, refreshed daily.
PORTFOLIO ANALYTICS SECTION
Know what your portfolio is really doing.
Available at no extra cost. Four views that reveal more than just your balance.
An annualised return on your mutual funds that accounts for the timing and size of each investment. Especially useful for SIPs.
How your portfolio is spread across broad asset types.
Where a large share of your portfolio depends on a small number of holdings.
Where different mutual funds own many of the same securities. High overlap can make you less diversified than the number of funds suggests.
Frequently Asked Questions?
Choose from our flexible plans tailored for businesses of all sizes. Find the right fit and get started today!
Which accounts can I connect?
How often does it update?
Does Pivot Money see my passwords?
Can I stop sharing my data?
What is XIRR?
Is it really free?