CRX id
dkjjokkbbhbcgahplkpcopcplaknogeg
dkjjokkbbhbcgahplkpcopcplaknogeg
Description from extension meta
Offline Goal based portfolio manager. Import mutual funds from Zerodha Coin with one click.
Image from store
Description from store
PotMyFund lets you classify your investments in to different pots (investment goals). You can also set a goal amount and time period to achieve it. The extension lets you manage & analyse your pots as well as Mutual funds portfolio.
It works offline, your data is not uploaded to any server. Your data is encrypted and stored on your own device.You can export (encrypted exports) and import data anytime.
It supports importing portfolio from Zerodha Coin platform with a single click. Support for other platforms like Groww, ICICI Direct, Paytm money, Kuvera will be added soon. In coming future you will also be able to add funds using CAMS statements and manually via entering it.
Latest reviews
- (2021-10-23) madhuri kadam: for goal based investment, very good extension
- (2021-10-22) Shubham Utwal: Always craved for such a wrapper over my Portfolio. Allows a seamless setup of different saving pots oriented towards my long term and short term goals. Moreover, everything's sourced from the different types of funds which are associated with different risk-reward ratios, so I can compromise on certain goals for risky funds whilst keeping with certain goals by having steady topups from stable funds. Looking forward to the next iteration of this solution. Kudos!
- (2021-10-22) Mayank Morya: nice extension, sure utility for day to day life
- (2021-10-21) Amol Aher: Very useful application for goal based investing. I am able to manage my investing with some track record