My Planner

Wealth Tracker




There are several portfolio trackers out there. How is this Portfolio Tracker different?


MyPlanner (Your Wealth Tracker) from PersonalFN

  • One stop place to track all incomes & expenditures to get a better hold on your cash flows!
  • Calculate your Net Worth, after adjusting your liabilities

What can you track?

  • Assets
  • Liabilities
  • Income
  • Expenses

Your Benefits

  • Create multiple accounts
  • Many Reports to help you get in control of your finances
  • Set up email alerts
  • Accessible from anywhere, 24*7 

Reports in MyPlanner

  • NetWorth Calculator
  • Expense Distribution Analysis
  • Consolidated portfolio for various accounts
  • Analysis reports on various parameters
  • Human Life Value calculator to find out your insurance requirement

How can you subscribe?

Presently we are not accepting new Members for MyPlanner. We regret the inconvenience caused.


Have queries: Call us: +91 22 6136 1200. OR Email us: subscribe@personalfn.com