P
Friday, 10 July 2026DEMOGood evening, Preview 👋
Demo portfolio data
A few goals need attention. Prioritise one action this week.
Portfolio Value
₹2,15,071
+₹5,000
Active SIPs
3
₹7,135 / mo
Goals On Track
2 / 4
50% progress
Quiz Streak
8 days
Strong momentum
Financial Health
Your overall score
Savings Habit
Strong84
Investment Consistency
Building81
Learning Progress
On Track53
Emergency Cushion
Needs Work63
💡
Quick Win
Add ₹9,226 to your emergency fund this month to improve your resilience score.
Portfolio Value
₹2,15,071+7.7%
+₹15,293 total returns
Portfolio valueAmount investedAll returns are unrealised
Goals
1 of 4 achieved
🛡️
Emergency Fund
Mar 2027
63%
₹1.9L of ₹3.0L₹9,226/mo needed
✈️
Dream Vacation
May 2027
40%
₹59,293 of ₹1.5L₹7,559/mo needed
💻
Laptop Upgrade
Achieved!
✓ Done100%
₹1.8L of ₹1.8L
🏠
Home Down Payment
Dec 2029
18%
₹3.3L of ₹18.0L₹1.2L/mo needed
Learning
Your curriculum
Overall Progress53%
19 of 36 lessons complete
🔥 8
day streak
📊
Budgeting Basics
8/8
📈
Mutual Funds & SIPsCURRENT
9/12
💹
Stock Market Basics
2/10
🧾
Tax Planning
0/6
📝
Latest Quiz — Mutual Funds
Today
9/10
Excellent
Activity
Recent transactions
📈
SIP InvestedInvesting
Index Fund · Monthly autopay
Today
+₹7,000
📝
Quiz CompletedLearning
Mutual Funds — Score: 9/10
Today
+65 XP
🛡️
Goal UpdatedGoals
Emergency Fund — 63% reached
Yesterday
₹1,89,293
📚
Lesson CompletedLearning
Module 2 · SIP vs Lumpsum
8 Jul
+20 XP