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FolioTrack is a separate web application from the public petalFolio site.

The public site contains calculators and guides; FolioTrack is the account-based application where your financial records are saved and tracked over time.

FolioTrack

A clearer picture of what FolioTrack does.

FolioTrack is a personal finance tracker built to keep investments, savings, financial accounts and family wealth information organised in one place.

FolioTrack is an active web application

FolioTrack has user accounts and a persistent, encrypted financial database. Users can log in, save holdings and transactions, and return to the same dashboard later. The calculators on this site are supporting tools; they are not the product itself.

InvestmentsStocks, mutual funds, crypto and fixed deposits, with transactions and return views.
Savings & pensionsGovernment-backed savings schemes including PPF, EPF, Sukanya Samriddhi, SCSS, KVP, NSC, MIS, bank term deposits and NPS.
Financial accountsBank accounts, insurance, loans, credit cards, expenses, budgets, bills and reminders.
Family wealthProfiles, family-level views, goals and combined net-worth tracking.

Market price updates

FolioTrack can update portfolio values using available market-price data. The feature is intended for portfolio tracking and informational purposes rather than real-time trading or order execution.

Market-data disclaimer

Market prices shown in FolioTrack are provided for portfolio tracking and informational purposes only, and are not intended for real-time trading or order execution. They are not intended for trading or order execution. Market data may be delayed, incomplete or unavailable and should be independently verified before making an investment decision.

Manual transaction entry is intentional

FolioTrack lets you record transactions and financial records yourself so the portfolio reflects the information you choose to track. Manual entry is a design choice, not a claim that the tracker is missing a required brokerage connection.

Government-backed savings are part of the tracker

FolioTrack's Savings Schemes area covers Indian government-backed savings products and includes NPS in the selectable scheme list. These assets can sit alongside investments, bank balances, FDs and other financial information in the broader wealth picture.

A broader financial picture

The Wealth Summary combines the financial categories recorded in FolioTrack so you can review total net worth and its breakdown rather than looking at every account in isolation.

See FolioTrack in action

Keep the financial information you already track in one place, with market-price updates and support for multiple asset types and family finances.