Personal Finance
Track your investments, expenses, and financial goals.
The workflow
Use Jetro’s portfolio system to track your real investments. Import holdings from your broker, set benchmarks, track dividends and corporate actions. Build a personal finance dashboard on canvas showing portfolio NAV, asset allocation, performance vs goals, and upcoming dividends.
What you’d say
"Import my holdings from this Zerodha CSV."
"Set Nifty 50 as my benchmark and show TWRR comparison."
"Build a dashboard showing my asset allocation across stocks, MFs, and FDs."
"What's my dividend income this financial year?"