Step 1 of 10 · About You
Step 1 of 10
About you
A few details to personalise your insights. All fields are optional.
Investment knowledge
Beginner
Intermediate
Advanced
Stored only in your session. Never sent anywhere.
Enter your name, age, and income. Pick your currency and literacy level to personalise your dashboard — all optional.
Step 2 of 10 · Your Goals
Step 2 of 10
Your goals
Select one or more goals to plan for.
🎯Retirement
🎓Education
🏠Home
🏥Medical
💼Business
🚗Vehicle
✈️Travel
⭐Other
Pick one or more life goals. Selecting Retirement reveals a corpus calculator — fill in monthly spend and years to go.
Step 3 of 10 · Your Money Flow
Step 3 of 10
Your money flow
Use your 3-month average for more accurate projections.
Employment type
Salaried
Self-employed
Freelance
Retired / FI
How do you invest?
ETF / Passive
India MF
Direct stock
FD / Bonds
Geography focus
India-focused
Global / Intl
Both
Risk appetite
Conservative
Moderate
Aggressive
Enter your monthly cashflow and select chips to tell Worthly how you invest — used to personalise benchmarks and suggestions.
Step 4 of 10 · India Stocks
Step 4 of 10
India Stocks (NSE / BSE)
Search for each stock, add quantity and average buy price.
Where do you manage these? optional
Zerodha
Groww
ICICI Direct
Upstox
Angel One
HDFC Sec
Kotak Neo
Tata Consultancy Services TCS
TCNS Clothing Co TCNSBRANDS
Search above to add your first India stock
Pick your broker (for CSV import), then search and add each stock with quantity and average buy price.
Step 5 of 10 · Global Stocks / ETF
Step 5 of 10
Global Stocks / ETF
Search by ticker or name. Live prices via Yahoo Finance.
Where do you manage these? optional
IBKR
Degiro
Trade Republic
Revolut
Freetrade
Schwab
Robinhood
Vanguard S&P 500 UCITS ETF VUSA.L
Vanguard Total Stock Market VTI
Search above to add global stocks or ETFs
Same flow as India Stocks — pick your broker, search, click a result, then fill quantity and average cost in your currency.
Step 6 of 10 · Mutual Funds
Step 6 of 10
Mutual Funds
Enter units held and average NAV, or current value.
Where do you manage these? optional
Kuvera
Groww
Zerodha Coin
Paytm Money
INDmoney
MF Central
AMC Direct
HDFC Mid-Cap Opportunities Fund Direct-Growth
HDFC Flexi Cap Fund Direct-Growth
Search above to add a mutual fund
Pick your platform, search for the fund, then enter units and average NAV. Worthly fetches the latest NAV automatically.
Step 7 of 10 · Gold Holdings
Step 7 of 10
Gold Holdings
Click a tile to add that type of gold.
🪙Bars / Coins
💍Jewellery
📜SGB
📱Digital Gold
Click a tile above to add your gold holdings
Tap a gold type to expand its entry form. SGB units and issue price give precise gains tracking; Jewellery uses live 22K rates.
Step 8 of 10 · FD · RD · PPF
Step 8 of 10
Fixed & Recurring Deposits · PPF
Fixed Deposits
No FDs added yet
Add each FD with label, balance, rate, and maturity date. PPF just needs the current balance — the rate is pre-filled at 7.1%.
Step 9 of 10 · Real Estate & Loans
Step 9 of 10
Real Estate & Loans
Add properties and any outstanding loans.
No properties added yet
Add each property with purchase price, market value, and any loan. Toggle goal planning to link it to a future corpus target.
Step 10 of 10 · Review & Begin
Step 10 of 10
Your picture is ready.
🔒 Your data stays with you
Everything is processed locally in your session and never stored on our servers.
WHAT YOU'VE SHARED
👤 Who you areArjun, 34
🎯 Where you want to beRetirement goal
🇮🇳 India Stocks3 holdings
🌍 Global Stocks1 holding
📈 Mutual Funds2 funds
🏦 FD / PPF1 FD · PPF
🏠 Real Estate1 property
Fetching live prices…
Resolving TCS · NSE…
Your portfolio is ready!
Review everything you've shared, then hit Begin My Journey. Worthly fetches live prices and builds your net worth in ~10 seconds.
