Family Portfolio Manager

The Problem

Financial blindness is the default for most families.

Most families in India manage their finances across multiple instruments — fixed deposits, mutual funds, stocks, insurance policies, EPF — spread across multiple family members. Each instrument lives in a different app or portal. There is no single place to see the complete picture.

You don't know your true net worth. You miss FD maturity dates. You have no visibility into whether your family's overall allocation makes sense or whether you're dangerously overweight in one asset class. Financial decisions get made in the dark.

The tools that exist are either too complex, designed for individual investors only, or require linking all accounts via risky third-party access. None of them are built around the unit of the family — the actual decision-making entity for most households in India.

The result is a situation where educated, financially active people have no clear answer to the question: "Where does my family actually stand right now?"

The Solution

One dashboard. Every asset. Every member.

A unified family portfolio management dashboard that lets you manually log all financial assets across family members and see everything in one place. The app shows total net worth, asset allocation by category and by member, upcoming FD maturities, and basic return tracking. No third-party account linking required — you control the data.

Built as a React single-page app with local storage persistence. The focus was on clarity: one dashboard that answers "where does my family stand financially right now" without requiring a finance degree to interpret. Every view was designed for someone who is financially literate but time-constrained.

Key product decisions: manual entry over API linking (privacy + reliability), family as the top-level entity rather than individual, and a single net worth number as the primary metric — not a wall of charts.

Product Screenshots

Interface