What are you planning for?
Link any existing funds, stocks, or FDs so we count them toward this goal.
Overview
Portfolio = time-weighted return (your deposits and withdrawals don't count as gains). Indices = price return, dividends excluded. Periods over 1 year also show annualised (CAGR).
Allocation & Equity vs Debt
[+]Blue = money added. Green/red = market and currency (MYR) value change.
Net invested per financial year. Tap to see all transactions.
Absolute return since you invested
Portfolio
Mutual Fund Details
Goal Tracking
Mutual Fund Portfolio
Budget & Expenses
Income Sources
Monthly Budget
Add Expense
Budget vs Actual
Portfolio Audit
Audit History
Financial Score
Each bar is how close you are to that factor's target. Tap â for the method.
Welcome to Self Track Wealth
Let's get started with the basics
This information helps us personalize your financial planning.
Finalizing your Risk Profile
To store your assessment, we need your acknowledgment of the following disclosure:
Secure Your Future
Financial experts recommend having at least 6 months of expenses as an Emergency Fund.
Would you like to add this as a goal now?
Track Your Investments
Now that your goals are set, let's bring in your existing investments to see how close you are to achieving them.
Import from CAS or Zerodha
Add FDs, PPF, or EPF
You can do this now or later from the main dashboard.
Plan for Retirement
Early planning is the key to a stress-free retirement. Would you like to use our Retirement Planner to set your targets?
Estimate the corpus you'll need based on your lifestyle.