Home · How it works

From scattered statements to one household view.

Nothing here logs into a broker. You add people, you choose files, the phone organises them.

01

Add the people

Self, spouse, children, HUF. Each one is a member, not a tag lost inside a single login.

02

Bring a file you have

Pick a CAS or NPS statement. The app does not retrieve it from the depository, registrar, or your email.

03

Organise

Holdings, accounts, and documents. Add PPF, deposits, or gold by hand when no statement exists.

04

Read the house

Net worth is assets minus loans. Member cards stay separate so the total does not hide the owner.

05

Back up if you want

Write an encrypted backup to a folder you control. Skip it, and a lost phone takes the books with it.

FamilyNamed members
→
FileYou choose it
→
PhoneParse and store
→
BackupOnly if you export one

CAS, CDSL, NSDL, CAMS, KFin · Where the file goes · View the real app