Dashboard
Portfolio Assets & Net Worth
Liabilities & Borrowings
Portfolio Allocations & Distributions
Asset Allocation
Portfolio spread across categories
Mutual Fund Allocation
Breakdown by mutual fund subtype
SIP Contributions
Monthly SIP breakdown per mutual fund
Savings Account Balance
Distribution across savings bank accounts
Wealth vs. Debt Trend
Wealth vs. Debt Trend
Total Investments vs. Outstanding Liabilities (last 6 months)
Net Worth Timeline
Net Worth Timeline
Your actual net worth (Assets - Liabilities) over the last 12 months
Asset Performance
Asset Performance
Invested vs Current value comparison by category
Profit & Loss Heatmaps
Profit Heatmap
Holdings currently in profit (intensity matches returns)
Loss Heatmap
Holdings currently in loss (intensity matches drop rate)
Portfolio Insights & Growth Projections
Portfolio Insights
Growth Projections
Starting with current portfolio value of ₹0.
Diversification Rating
Salary & Deductions Trend
Monthly In-hand vs. Deductions comparison
Google Drive Sync
Connect your personal Google Account to sync data across devices.
🔒 Privacy-First Design: Moyeniz uses a hidden App Data Folder on your personal Google Drive. This folder is completely private, isolated from other websites/apps, and cannot be accessed or read by the Moyeniz developers. Your data is 100% yours.
Local Data & Cache
Manage your local storage, import backups, or reset the app.
💡 Note on Local Backups: Save local data to your device manually. Your data is 100% yours. All the temporary modifications will be lost if you clear the browser cache, browser cookies, or use the app in incognito mode.