See your returnsCompare invested capital with today’s value.
All investments togetherFunds, stocks, metals and cash in one view.
Clear recordsAdd, edit and organise positions easily.
Your private accountPortfolio details stay in your own account.
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Asset Flow Portfolio is not a SEBI-registered investment adviser. We help you record, organise and track your investments. We do not give personal investment advice.
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ASSET FLOW PORTFOLIOBY ASP GROUP
WORKSPACE ACTIVE
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PRIVATE ACCOUNT MANAGEMENT
Account overview
Registered account directory. Only account name, email and phone number are displayed; client investment values are not available in this view.
Registered accounts update when refreshed.◉ Financial details hidden
Open Account overview to load registered accounts.
Investment balances, holdings breakdowns and profit/loss are intentionally excluded from the admin account directory.
PRIVATE MANAGEMENT
Telegram Clients
Manage Telegram delivery and client records. Financial values are hidden from this admin roster; scheduled portfolio reports continue as configured.
◉ Financial details hidden
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Reports use each verified client’s Asset Flow portfolio. Paused clients are skipped by the scheduled sender.
PRIVATE ADMIN MANAGEMENT
Daily portfolio history
Personal portfolio only · automatic capture every day at 7:00 PM IST.
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PRIVATE ADMIN WORKSPACE
Management
Portfolio operations, account overview and private workspace tools.
Monitor your capital, asset mix and investment performance.
INR · ₹
Your portfolio at a glance Live workspace
Total portfolio value
₹0
₹0Invested ₹0Return 0.00%
0HEALTH
BuildingDiversificationAdd holdings to see your score.
Allocation appears after your first holding.
Market pulse
API DATA
GOLD · 22K / GRAMLoading…
GOLD · 24K / GRAMLoading…
SILVER / GRAMLoading…
Waiting for dataAuto refresh · 01:00Connecting to services…
Invested vs current value
SNAPSHOT
Asset allocation
BY VALUE
Add a holding to see allocation.
PORTFOLIO RECORDS
Portfolio Records
Your holdings will appear here.
Stock watchlist
Add symbols to your watchlist.
Dividend income
₹0
Investment calendar
Portfolio history
DAILY SNAPSHOTS
History begins when market refreshes are first enabled. One snapshot is stored per calendar day.
Monthly contributions
FROM YOUR TRACKER
Import your workbook to see monthly totals.
Financial goals
GOAL PLANNER
Import your workbook to see saved goals.
Portfolio intelligence
RISK SNAPSHOT
Calculating portfolio metrics…
SIP calculator
Estimate a monthly investment’s future value.
ESTIMATE
Total invested₹0
Estimated value₹0
Estimated gains₹0
Illustration only. Actual returns vary and are not guaranteed.
Gold market news
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Recent headlines can show supportive or pressure factors; this is not a price prediction.
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PORTFOLIO INTELLIGENCE
Analytics
Performance, tax and allocation insight calculated from your own records.
Performance by asset class
XIRR
XIRR uses each record's investment date and current value. Records without a date assume a one-year holding period.
Benchmark comparison
MANUAL
The reference rate is user-defined. Live index data is not fetched, so no benchmark is implied.
Capital gains estimate
Harvest & notes
ESTIMATE
Illustrative estimate only. Assumed rates: equity LTCG 12.5% above ₹1,25,000, equity STCG 20%, other gains at an assumed 30% slab. Holding periods and fund classification are inferred. This is not tax advice — confirm with a qualified tax professional.
Target allocation
Targets are saved on this device only. Nothing is bought or sold.
Drift & suggested action
NO TRADES
Add a goal
PLANNER
Your goals
PROGRESS
No goals yet. Add one to see progress.
Lumpsum growth
TOOL
Future value₹0
Gain₹0
Withdrawal plan
SWP
Ending balance₹0
Total withdrawn₹0
CAGR
TOOL
Annual growth0%
Absolute gain₹0
Inflation impact
TOOL
Future cost₹0
Extra needed₹0
Import holdings
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Columns: date, type, name, symbol, invested, current. Each row becomes a portfolio record; existing records are never modified.