Dashboard

Portfolio Assets & Net Worth

Total Invested

₹0

Current Value

₹0

Total Lent

₹0

Net Worth

₹0

Total Returns (P&L)

₹0

XIRR (CAGR Equivalent)

0.0%

Liabilities & Borrowings

Total Debt

₹0

Total Borrowed

₹0

Expenses (This Month)

₹0

Portfolio Allocations & Distributions

Asset Allocation

Portfolio spread across categories

Mutual Fund Allocation

Breakdown by mutual fund subtype

SIP Contributions

Monthly SIP breakdown per mutual fund

Savings Account Balance

Distribution across savings bank accounts

Wealth vs. Debt Trend

Total Investments vs. Outstanding Liabilities (last 6 months)

Total Investments

Liabilities

Net Worth Timeline

Your actual net worth (Assets - Liabilities) over the last 12 months

Net Worth

Asset Performance

Invested vs Current value comparison by category

Profit & Loss Heatmaps

Profit Heatmap

Holdings currently in profit (intensity matches returns)

Loss Heatmap

Holdings currently in loss (intensity matches drop rate)

Portfolio Insights & Growth Projections

Portfolio Insights

Growth Projections

Monthly SIP Addition ₹10,000

Investment Period 10 Years

Average Annual Growth Rate 10%

Starting with current portfolio value of ₹0.

Total Contribs ₹0

Wealth Gain ₹0

Projected Val ₹0

Diversification Rating

Score

Analyzing...

Total Outstanding Debt

₹0

Monthly Debt EMIs

₹0

Debt-to-Asset Ratio

0.0%

Average Interest Rate

0.0%

Total Lent

₹0

Total Borrowed

₹0

Net Borrow & Lent

₹0

Total Gross Income

₹0

Total In-hand Received

₹0

Total Deductions

₹0

Avg. Monthly In-hand

₹0

Salary & Deductions Trend

Monthly In-hand vs. Deductions comparison

In-hand Salary

Deductions

This Month's Expenses

₹0

Today's Expenses

₹0

Monthly Budget

₹0

Remaining Budget

₹0

Salary Surplus

₹0

Expense Allocation

Spending spread by category for this month

Daily Expense Trend

Daily spend breakdown for the selected month

Month:

Expense History

0 items

Show

Monthly Expense Trend

Monthly expense outflow (last 6 months)

Google Account

Connect your Google Drive to sync your data automatically across devices.

🔒 Zero-Knowledge Privacy: Moyeniz syncs directly to a private, hidden AppData Folder in your own personal Google Drive. No central server or third party ever has access to your portfolio.

Step 1: In Google Cloud Console → Credentials → OAuth 2.0 Client IDs, ensure this exact origin is listed under Authorized JavaScript origins:

http://localhost:3000

Step 2: Under OAuth consent screen, add your Gmail under Test users (if your app is in Testing mode).

Step 3: Enter your custom Client ID below:

Local Data & Backups

Manage browser storage, export manual JSON backups, or wipe data.

Export JSON Backup

Download your complete portfolio and logs as an offline moyeniz.json file.

Import JSON Backup

Restore investments, liabilities, and budgets from a previously exported backup file.

Import

Load Demo Portfolio

Load the pre-populated sample assets (stocks, mutual funds, gold) for exploration.

Erase All Data

Wipe all investments, debts, and cashflows from this device. Leaves a completely clean slate.

Dashboard

Portfolio Assets & Net Worth

Liabilities & Borrowings

Portfolio Allocations & Distributions

Asset Allocation

Mutual Fund Allocation

SIP Contributions

Savings Account Balance

Wealth vs. Debt Trend

Wealth vs. Debt Trend

Net Worth Timeline

Net Worth Timeline

Asset Performance

Asset Performance

Profit & Loss Heatmaps

Profit Heatmap

Loss Heatmap

Portfolio Insights & Growth Projections

Portfolio Insights

Growth Projections

Diversification Rating

Set Up Your Wealth Portfolio

1. Upload Investment Data

2. Load Sample Data

3. Create From Scratch

4. Sync from Google Drive

Salary & Deductions Trend

Expense Allocation

Daily Expense Trend

Expense History

Monthly Expense Trend

Google Account

Local Data & Backups

Export JSON Backup

Import JSON Backup

Load Demo Portfolio

Erase All Data

Portfolio Assets & Net Worth

Liabilities & Borrowings

Portfolio Allocations & Distributions

Asset Allocation

Mutual Fund Allocation

SIP Contributions

Savings Account Balance

Wealth vs. Debt Trend

Wealth vs. Debt Trend

Net Worth Timeline

Net Worth Timeline

Asset Performance

Asset Performance

Profit & Loss Heatmaps

Profit Heatmap

Loss Heatmap

Portfolio Insights & Growth Projections

Portfolio Insights

Growth Projections

Diversification Rating

Set Up Your Wealth Portfolio

1. Upload Investment Data

2. Load Sample Data

3. Create From Scratch

4. Sync from Google Drive

Salary & Deductions Trend

Expense Allocation

Daily Expense Trend

Expense History

Monthly Expense Trend

Google Account

Local Data & Backups

Export JSON Backup

Import JSON Backup

Load Demo Portfolio

Erase All Data

Add Liability

Add Investment

Add Cashflow Transaction

Log Payment / Collection

Add Salary Entry

Add Expense

Create Custom Category

Create Custom Asset Type

Set Monthly Budget

Sync Portfolio