Investment Wallet

Investment Wallet · INDwallet | 800px

📈 Investment Wallet

Dynamic allocation & real‑time risk

📊 Asset Classes tap to slide

📉 Portfolio Breakdown

⚠️ Equity Risk Score

Equity portion (stocks + mutual funds)

❓ Investment Wallet FAQs

From Reddit, Google, and investor forums – answered with INDwallet.com
🚀 Getting Started
Adjust the sliders for each asset class to match your current or target portfolio. The bar chart updates instantly, and the Equity Risk Score gauge shows your overall equity exposure. Add custom assets anytime. INDwallet.com makes portfolio visualisation effortless.
Yes – INDwallet runs 100% in your browser. No data is ever sent to any server. Your numbers disappear when you close the tab. You get the power of a premium finance tool with absolute privacy. That’s why investors trust INDwallet.
📊 Asset Allocation
Many planners suggest 60-80% equities for long-term growth (20s-30s), 40-60% for moderate (40s), and lower for near retirement. INDwallet.com’s gauge gives a quick visual cue – adjust sliders to match your age.
Yes! Use ‘Add Category’ to create any custom asset. The bar chart includes it, and you can slide it anytime. INDwallet.com handles all asset types – traditional or modern.
🔄 Rebalancing
Use it whenever you review finances – monthly, quarterly, or annually. Simulate rebalancing by sliding assets; the risk gauge updates immediately. INDwallet.com is the only tool that lets you test “what if” scenarios in real time.
Direct new investments to underweight asset classes. Use INDwallet.com to see how adding to a specific slider affects your overall allocation. The pie chart updates instantly – perfect for planning new contributions.
🎯 Goals & Planning
The Investment Wallet focuses on current allocation, but integrates with our other wallets. Your risk score can guide retirement simulations. INDwallet.com’s ecosystem covers everything from income to wealth.
FIRE requires a balance of growth and stability. INDwallet.com’s equity gauge helps you stay on track. Aim for 60-80% equities in accumulation phase, then adjust as you near FI. Slide and see the future.
💡 Why INDwallet?
Most trackers only show what you have. INDwallet.com lets you model “what if” scenarios – slide any slider and see allocation, risk, and insights change instantly. It’s a planning tool first, tracker second. Built by India, for India.
Yes – all data stays in your browser. Simply open a new tab or clear sliders to start fresh for another portfolio. INDwallet.com respects your privacy – no login, no tracking.
📚 Advanced
Add them as custom assets (e.g., “EPF” as Fixed Deposit type). INDwallet.com’s pie chart will include them, giving you a true picture of your total allocation. Perfect for Indian investors.
Emergency fund should be separate, in liquid assets. INDwallet.com’s cash slider helps you track it. Keep 3-6 months of expenses in Cash/FD – the gauge will show if your liquid allocation is sufficient.
Table of Contents