Deeper investor tools, without overloading the home experience.
WealthOS is now the second-stage workspace for richer analysis. The home page keeps the orientation previews, while this page focuses on the charts that support active planning, comparison, and calculator-led decisions.
Illustrative tracked household portfolio.
Retirement, education, emergency reserve, second home.
Planner-led check-ins with tax and allocation context.
This page no longer repeats every possible chart. It holds the deeper planning visuals that benefit from a dedicated canvas, while the home page remains focused on storytelling and first-contact conversion.
This dashboard area is now more operational than visual. It keeps the key numbers and next actions without repeating the overview charts from the home page.
The dedicated page no longer repeats the orientation charts already visible on home. That keeps more room here for the score, planning, report, and calculator surfaces that need attention.
The CAS flow keeps one score chart and one metric breakdown. That is enough to explain the portfolio story without duplicating every auxiliary graphic from the home preview.
The score summarizes diversification, overlap, cost discipline, allocation fit, and benchmark-relative performance.
One compact list explains where the score is strong and where the next review should focus.
The goal planner does not need six visuals. A single line projection with an inflation-adjusted target is the chart that actually supports SIP and timeline decisions.
Projected corpus versus inflation-adjusted target over ten years, with the suggested SIP surfaced right next to the chart.
Here the chart only answers one question: how different product buckets may compound under typical assumptions. Product selection itself stays in cards and advisor guidance.
Mutual funds, fixed deposits, and cash are compared across the same horizon so investors can see the trade-off between growth and stability.
The reporting area keeps one benchmark comparison chart and a transaction table. It shows enough depth for a review without becoming a data dump.
A single annual comparison chart for review meetings, investor summaries, and quarterly performance commentary.
Realized gains and losses by quarter. Positive in green, negative in red. Table is the primary artifact for compliance and tax filing.
| Date | Scheme | Gain / Loss | Type |
|---|---|---|---|
| 15 Apr 2026 | Rupix Flexi Cap Fund | +₹57,000 | STCG |
| 18 Jan 2026 | Tax Saver ELSS Fund | +₹94,000 | LTCG |
| 30 Nov 2025 | Dynamic Asset Alloc. | −3,500 | STCG |
All five calculators in one dedicated page.
Use our powerful financial calculators to plan SIPs, lumpsum investments, retirement, and goals. Get instant projections with beautiful charts.