PotMyFund

5.0(

4 ratings

)

ExtensionWorkflow & Planning7 users

Overview

Offline Goal based portfolio manager. Import mutual funds from Zerodha Coin with one click.

PotMyFund lets you classify your investments in to different pots (investment goals). You can also set a goal amount and time period to achieve it. The extension lets you manage & analyse your pots as well as Mutual funds portfolio. It works offline, your data is not uploaded to any server. Your data is encrypted and stored on your own device.You can export (encrypted exports) and import data anytime. It supports importing portfolio from Zerodha Coin platform with a single click. Support for other platforms like Groww, ICICI Direct, Paytm money, Kuvera will be added soon. In coming future you will also be able to add funds using CAMS statements and manually via entering it.

5 out of 5
4 ratings
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madhuri kadam
Oct 23, 2021

for goal based investment, very good extension

Shubham Utwal
Oct 22, 2021

Always craved for such a wrapper over my Portfolio. Allows a seamless setup of different saving pots oriented towards my long term and short term goals. Moreover, everything's sourced from the different types of funds which are associated with different risk-reward ratios, so I can compromise on certain goals for risky funds whilst keeping with certain goals by having steady topups from stable funds. Looking forward to the next iteration of this solution. Kudos!

Mayank Morya
Oct 22, 2021

nice extension, sure utility for day to day life

1 person found this review to be helpful

Details

Version
1.0.0
Updated
October 21, 2021
Report a concern
Offered by
Oleka
Size
970KiB
Languages
English
Developer
Email
aherPrashant70@gmail.com
Non-trader
This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

Not being sold to third parties, outside of the approved use cases
Not being used or transferred for purposes that are unrelated to the item's core functionality
Not being used or transferred to determine creditworthiness or for lending purposes

Support

For help with questions, suggestions, or problems, please open this page on your desktop browser