DhanTrack
Personal portfolio tracker for Indian investors. Mutual funds, equities, and fixed deposits in one place — with goal-based allocation tracking and an on-device AI assistant. No cloud, no account, no login.
Screenshots
Features
Dashboard
Portfolio health at a glance. Total value, SIP amount, MF and equity breakdown, and drift alerts the moment a category goes off-target.
Mutual Funds
Track SIPs across Coin (Zerodha), Smallcase, and IIFL Securities. Live NAV pulled from mfapi.in. See fund-level P&L, allocation weight, and SIP status.
Equities
Positions across Zerodha, Groww, Dhan, Angel One, and more. Categories (Core / Hold / Exit) with auto-generated exit signals at −20% and −30% loss thresholds.
Fixed Deposits
Active FD tracker with bank, holder, rate, tenure, and maturity date. Projected returns and days-to-maturity countdown on every card.
Goal Allocation
Choose Aggressive, Balanced, or Conservative — or define a custom profile. Every fund and equity maps to a category. See exact deviation (Overweight / Underweight) with drift percentage per category.
On-device AI
Ask questions about your portfolio in plain English. Runs local LLMs (SmolLM2 135M, LFM2.5 350M, Qwen3 0.6B) downloaded once over Wi-Fi. No query ever leaves your phone.
Privacy Mode
Mask all amounts, quantities, and P&L with one tap. For screen-sharing, public spaces, or shoulder-surfers.
100% Offline
No internet required after first setup. No account, no sync, no server. All data stored locally on your device.
Personal project built with React Native. No analytics, no tracking, no third-party data access. Questions or feedback? Get in touch