Managing investments across multiple brokers with Excel was getting messy for me. Every tool I tried either required a login or asked me to share my financial data with a third party — which I wasn’t comfortable with.
So I built WatchMyFolio a free, privacy-first portfolio tracker for Indian investors.
What it does:
- Track stocks, MFs, ETFs and SGBs all in one place
- Import directly from your Zerodha/broker holdings file — no manual entry needed
- Sector and asset allocation charts
- Portfolio health score, top gainer/loser, performance vs Nifty
- Corporate event alerts (dividends, results) for your holdings
No login. No data leaves your browser. Completely free.
Would love feedback from this community especially if something doesn’t work with your broker’s export format.