A portfolio tracker that stays on your computer
BrihatFinance follows holdings across brokers and family members. It keeps them on your machine, with no online account and no server behind it. It is a paid app, and the price is on the store.
Tax lots
When you sell, BrihatFinance matches the sale to your oldest purchase first. That is FIFO. It then marks each gain as short-term or long-term. Splits and bonus issues are stored as events on top of your buy history, so the cost you paid stays on record. That matters at tax time, when you need the cost of each lot and the date you bought it.
What it tracks
- Holdings: several brokers and several family members, each member behind a PIN.
- Reports: a balance sheet and a list of closed positions.
- Small prices: holdings in crypto with very low prices keep their precision.
- Calculators: SIP, FD, CAGR, EMI and goal planning.
Your data
Your portfolio sits on your own computer. Backups are encrypted, and you can restore them. The PIN keeps other people at the same machine out. It is not built to stop a remote attacker, and no remote server exists to attack.
Who it suits
BrihatFinance suits a do-it-yourself investor who buys through several brokers and keeps a spreadsheet that has grown hard to manage. It is a desktop tool, so it also suits anyone who wants portfolio records kept off the cloud.
Also see: Product privacy notice, Product terms, All products
Questions people ask
Where is my data stored?
On your own computer. No online account is needed, and nothing runs on a server.
What does the PIN protect against?
Someone else sitting at your computer. It does not aim to stop an attacker from far away.
How are stock splits handled?
As events placed over your purchases, so each lot keeps the price you paid.