Set specific financial goals — retirement, home, child's education, emergency fund — and Portivo tracks your progress against each one automatically, using your real net worth data.
Create goals: Retirement corpus of ₹5Cr by 2045. Child's education fund ₹50L by 2034. Emergency fund 6 months expenses. Portivo tracks each with real progress bars updated from your actual portfolio.
Set a monthly investment budget. Portivo flags if you're under-investing — or if a trade would break your savings rate and push a goal off track. No accidental overspending.
Track all your SIPs in one place with XIRR. See which SIPs are performing and which are dragging your wealth — then make informed decisions about where to increase or stop your investments.
Portivo calculates your monthly expenses from your transaction patterns and flags if your emergency fund drops below 6 months coverage — so you always know your financial safety net status.
Manage goals for up to 3 family members under one account. Spouse's portfolio, child's education fund, parent's medical corpus — all tracked together so you see the full family financial picture.
Share read-only access with your CA or financial advisor. They see your portfolio, goals, and capital gains data — but can't modify anything. Perfect for tax season and financial reviews.
Goals & Budget included in Pro and Advanced plans. Free 14-day trial.
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