Capital Friends

One dashboard for your family's entire wealth

Track mutual funds, stocks, insurance, loans for every family member — stored privately in your own Google Drive.

Free · Open source · No bank credentials · Data stays in your Google Drive
Family First
Your family knows where everything is — even in your absence

If something happens to you, your family needs instant access to every investment, policy, loan, and FD — not months of confusion.

  • ✓Auto monthly email reports sent to family
  • ✓Insurance, FD, SIP reminders for everyone
  • ✓Family members can sign in any time
  • ✓Combined or individual net worth view
capitalfriends.in/dashboard

What happens to your family's finances if something happens to you?

Without a tracker
  • No one knows which MFs you hold or where to redeem
  • Insurance policies expire unrenewed — premiums lapse
  • Loan EMIs missed — credit score damaged
With Capital Friends
  • Complete MF, stock, FD, gold, insurance & loan ledger
  • Monthly email report auto-sent to spouse & parents
  • Goals tracked — retirement, education, emergency fund
✓ Always Free  ·  ✓ No Credit Card  ·  ✓ Open Source  ·  ✓ Your Data stays in Google Drive
Your family's complete financial OS
Built for Indian families · Track everything in one place
Mutual Funds
Track all your MF holdings, NAV, returns, ATH distance and rebalancing needs across portfolios.
Smart Rebalancing ★
Get exact buy/sell/SIP amounts when your portfolio drifts from target allocation.
Goal-Based Investing ★
Link portfolios to goals. Track retirement, education, emergency fund with on-track indicators.
Family Dashboard
Track wealth for your entire family. Switch between members, see combined or individual net worth.
Your Data, Your Drive
Everything stored in a Google Spreadsheet in YOUR Google Drive. No servers, no database.
Email Reports ★
Scheduled portfolio summaries sent to you and your family. SIP reminders, insurance renewals, goal check-ins.

Start managing your family's wealth today

No registration form. No bank linking. Just your Google account.

No bank credentials · Data stays in your Google Drive · Always free · Open source
Capital Friends Built with ♥ by Jagadeesh Manne · Free & open source Privacy Policy · Terms & Conditions