DhanMeya
Understand your portfolio across mutual funds, smallcases, direct equities, and fixed deposits. Compare your allocation with a profile you choose, plan contributions, and explore your holdings with an on-device assistant. No account or broker sync.
Screenshots
Features
Dashboard
See your current portfolio value, allocation health against your active profile, the largest gaps, and reminders that need attention.
Mutual Funds
Record holdings and SIPs, refresh NAV when you choose, and review each fund's value, allocation weight, and SIP status.
Smallcases
Keep smallcase holdings, allocation splits, SIPs, and manually maintained values alongside your other assets.
Equities
Track direct-equity positions and classify them as Core, Hold, or Exit. Broker names are labels you maintain; the app does not connect to your broker.
Fixed Deposits
Record bank, holder, rate, tenure, and maturity date, with reminders for deposits approaching maturity.
Allocation Profiles
Choose Balanced or Aggressive, or create a custom target mix. Compare each category's current weight with your selected profile and see overweight or underweight drift.
Planning & Backup
Review SIP and reinvestment plans informed by allocation drift, save monthly snapshots, and export or restore your data yourself.
On-device AI
Ask about your portfolio and allocation in plain English. Optional AI models download over the internet; chat inference runs on your device.
Privacy Mode
Mask all amounts, quantities, and P&L with one tap. For screen-sharing, public spaces, or shoulder-surfers.
Local Portfolio Data
No account, broker sync, or cloud portfolio database. Holdings stay on your device; optional price lookups and model downloads use the internet.
Personal project built with React Native. Portfolio records stay on your device; optional market lookups and AI model downloads contact third-party services. Questions or feedback? Get in touch