Finance Agent
Ask basic finance questions and get clear explanations in plain language.
Home
Here is where your money stands today.
Upload the monthly CAS emailed by NSDL or CDSL to include holdings at every broker. Only the holdings are kept, locked with your PIN.
Quick calculators that run in your browser. They assume a steady return, which real markets never give, so treat the results as estimates, not advice.
How your holdings moved, plus live prices from INDmoney through Portfolio Analyzer.
Track what you are saving for. Goals are locked with your PIN; Finance Agent and Portfolio Analyzer see a goal only when your question is about it.
How your net worth changed, from your daily snapshots.
Portfolio change investigations (the newest 50) and the steps behind each chat answer (the last 200, up to 30 days).
There is no page at this address in CA Mode. Check the link, or pick a page from the menu.
Each person gets their own chats, INDmoney connection, and daily portfolio snapshots.
Write it down or keep it in a password manager, not on this device. It is shown only once. You can create a new one later from your profile.
Your PIN encrypts your saved history, so choose one other people can't guess. It is not a substitute for a device password.