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Add Your Global Investments
Securely connect your India & US accounts or manually add assets in minutes-no complexity, just a quick setup to get started.
50,000+
NRIs track with Investmates
4.7/5
Appstore Rating
Bank Level Security
AES-256 encryption
Built by NRIs
For NRIs, by NRIs
Managing Your Global Investments Should Not Feel This Complicated
NRIs manage investments across US brokerages, Indian accounts, and multiple platforms but no single tool connects them. The result is fragmented visibility, missed signals, and decisions made without the full picture.
Scattered across too many apps
Switching between Zerodha, Kuvera, Robinhood, and Fidelity just to see different parts of your portfolio wastes time and creates confusion
No clear net worth picture
Without combining India and US holdings in one view, you never actually know your total wealth across currencies
Spreadsheets break down fast
Manual tracking goes stale instantly and can't account for real-time price changes, currency movements, or new investments
Offline assets are invisible
Real estate, gold, PPF, and fixed deposits in India rarely show up in any digital tracker leaving a large part of your wealth uncounted
Performance is hard to compare
Measuring returns across INR and USD investments with different benchmarks is confusing and rarely accurate when done manually
Risks go undetected
Concentration risks, portfolio drift, and allocation imbalances often go unnoticed when data is fragmented across platforms
One Portfolio Tracker Built for Complete Global Visibility
Investmates aggregates your India and US investments into a single real-time dashboard from equities and mutual funds to multiple asset classes without switching tools or doing manual calculations.
See Your Entire Portfolio in One Place Instead of Switching Between Platforms
Right now, your investments are spread across US brokerages, Indian mutual funds, and bank accounts with no single place to see them together.
Investmates brings every account into one unified dashboard so you get a real-time view of your full portfolio without logging into multiple apps.
- Connect India and US accounts in one dashboard
- View real-time portfolio value across all holdings
- See asset allocation and portfolio structure at a glance
Monitor Your Equity Investments with Real-Time Performance Insights
Tracking individual stocks across two markets means dealing with different exchanges, currencies, and performance benchmarks making it hard to see how your equity holdings are actually doing.
Investmates gives you a single stock tracker that shows performance, allocation, and risk across your Indian and US equity holdings in real time.
- Track NSE, BSE, NYSE, and NASDAQ stocks together
- View real-time prices, returns, and allocation weight
- Identify overexposed positions and concentration risks
Track SIPs, Returns, and Fund Performance Without Juggling Multiple Platforms
Most NRIs have SIPs and mutual funds in India alongside ETFs or index funds in the US but no single tool tracks both together with the right level of detail.
Investmates gives you a dedicated mutual fund tracker that monitors SIP progress, NAV changes, and fund performance across India and US funds in one place.
- Track Indian mutual funds, SIPs, and ELSS investments
- Monitor US ETFs, index funds, and sector funds
- Compare fund performance against relevant benchmarks
Track Every Asset You Own Including the Ones No App Covers
For most NRIs, a significant part of their wealth sits in assets that digital platforms ignore property in India, gold, PPF, EPF, or US retirement accounts like 401(k) and IRA.
Investmates lets you add and track all asset types so your portfolio reflects your complete financial picture, not just what's in a brokerage account.
- Include Indian real estate, gold, PPF, EPF, and fixed deposits
- Track US 401(k), IRA, and retirement accounts
- View net worth across all asset classes in INR and USD
Understand How Your Portfolio Is Performing, Not Just What It's Worth
Seeing the value of your portfolio is only part of the picture. Understanding returns, allocation trends, and risk patterns is what actually helps you make smarter decisions.
Investmates gives you clear analytics that break down performance across asset classes, geographies, and time periods so you know what's working and what needs attention.
- Track returns by asset class, country, and time period
- Identify best and worst performing holdings instantly
- Spot allocation drift and rebalancing opportunities
Automate Your Investment Tracking and Eliminate Manual Effort
Manually updating spreadsheets, checking multiple apps, and recalculating net worth takes hours every month and still leaves you with an incomplete picture.
Investmates automates the entire tracking process so your portfolio stays updated in real time without any manual effort on your part.
- Automatic sync across connected India and US accounts
- Real-time updates for prices, returns, and net worth
- Alerts when something important changes in your portfolio
Built for NRIs Managing Investments Across Borders
Unlike generic tools, most portfolio trackers are designed for a single country. They can handle your US brokerage or your Indian mutual funds but not both together. That forces NRIs to piece everything together manually, without ever seeing the full picture.
A cross-border tracker, not a single-country one
Your complete portfolio, not just the part that fits one country
Investmates is built to handle Indian and US investments side by side with the same level of detail for both so nothing falls through the gap between platforms.
Built by NRIs who have lived this problem
Designed for how NRIs actually invest, not how one country assumes you do
The platform was created by people who have personally managed NRE accounts, US 401(k)s, Indian real estate, and SIPs without a single tool that connects all of it. That experience shaped every feature.
One platform for your complete financial life as an NRI
Tracking is the foundation. But Investmates also layers in AI insights, tax awareness, family wealth visibility, and advisor-backed guidance all connected to your real portfolio data.
- Investment tracking
- AI portfolio insights
- Tax impact awareness
- Family wealth visibility
- Cross-border remittance
Simple Portfolio Tracking Without Complexity
No complex setup. No technical knowledge required. Track and manage your investments in a few simple steps without fragmented tools or manual calculations.
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See Your Complete Wealth Picture
Track your net worth, holdings, and asset allocation across countries in one unified dashboard built for clarity and control.
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Get Insights & Take Action
Leverage AI-powered insights, performance tracking, and smart alerts to make confident, timely investment decisions.
Why you can trust us with your portfolio data
We design every layer of the platform to protect your financial privacy, account access, and data integrity.
We never store your sensitive credentials
Your login details are never stored in our systems. Your data stays private and protected.
Strong encryption protects your financial data
All data transfer and storage are secured with industry-standard encryption protocols.
Additional layers of account protection
We apply layered security controls to keep your account and portfolio data secure.
- Two-factor authentication for secure access
- Continuous monitoring and anomaly detection
- Secure infrastructure and compliance controls
Privacy-first portfolio infrastructure
Security is not a feature add-on. It is embedded in the way the platform is built.
SOC 2
AES-256
ISO 27001
GDPR
Trusted by NRIs managing portfolio health across India and US
Join investors using Investmates to track and improve portfolio performance with confidence.
Frequently asked questions
Understand portfolio health tracking before you get started
Ready to take control of your portfolio health?
Get one complete view of your India and US investments and start making decisions with confidence.