WG

WEALTH GUARDIAN 3

Secure your portfolio

Create a PIN. Your portfolio data will be encrypted on this device.

New PIN / passphrase Confirm PIN / passphrase

Your PIN is not uploaded anywhere. If you forget it, encrypted data cannot be recovered without a backup.

NET WORTH

₹0

Add investments to begin.

Total assets₹0

Liabilities₹0

Insurance cover₹0

Investment gain/loss₹0current vs invested

Monthly SIPs₹0planned contribution

Due in 30 days0premium / renewal

Maturing in 12 months0upcoming maturities

ALLOCATION

Portfolio mix

ATTENTION

Upcoming actions

No upcoming dates.

GOALS

Goal progress

HISTORY

Net-worth snapshots

RECENT

Latest records

For mutual funds, enter the AMFI/MFAPI scheme code and units. “Refresh NAV” updates the latest NAV and current value.

Total outstanding₹0

Monthly EMI₹0

Secured0

Unsecured0

FINANCIAL GOAL

Add goal

OVERVIEW

Funding summary

Total target₹0

Funded₹0

Gap₹0

CASHFLOW

Add transaction

LAST 12 MONTHS

Cashflow summary

Contributions₹0

Income₹0

Premiums + EMI₹0

RETURN

Portfolio performance

Total invested₹0

Current value₹0

Absolute return0%

XIRR estimate—

DEBT

Liability ratios

Debt / assets0%

Monthly EMI₹0

Insurance cover / debt—

TREND

Net-worth history

Overdue0

Next 30 days0

Next 90 days0

Next 365 days0

CALENDAR

Renewal, premium & maturity tracker

ENCRYPTED VAULT

Add a document

Files are encrypted before being stored in this browser.

Link to portfolio record Select file

VAULT STATUS

Stored documents

Files0

Storage0 KB

HOUSEHOLD

Add family member

COVERAGE

Family overview

Use the “Owner / insured person” field in each record to connect investments and policies to family members.

BACKUP

Encrypted backup & reports

Encrypted backup retains your protected portfolio. CSV is readable and should be stored securely.

Restore backup

SECURITY

Change PIN

OPTIONAL CLOUD SYNC

Supabase encrypted sync

Only the already-encrypted portfolio blob is sent. You create and control your own Supabase project.

Supabase project URL Anon key Sync ID Table

Setup SQL is included in README. Cloud sync needs internet and your Supabase project.

DATA CONTROL

Reset this device

Deletes encrypted portfolio, security setup and encrypted document vault from this browser.