myDFS
Mutual fund portfolio tracking for investors, in one dashboard.
What is myDFS?
myDFS is built for clients of financial advisors registered with the platform, giving mutual fund investors a single dashboard to track and manage their entire portfolio.
It covers consolidated family portfolio reporting, SIP tracking, exchange-integrated online transactions, goal-based planning and a full set of financial calculators — replacing what used to be a spreadsheet-and-PDF workflow with a live app.
Inside the App
Real screens from myDFS, live on the Play Store today.
Family Portfolio Report
Consolidated portfolio value, profit/loss and XIRR across the whole family, in one screen.
Goal Tracker
Real financial goals — a child's education, a car, retirement — tracked target vs. achieved.
Calculators & Research
SIP, EMI, retirement and tax calculators built in, so investors don't need a spreadsheet.
Key Features
Everything myDFS brings to the people who use it every day.
Portfolio Dashboard
Current value, day change, invested amount, profit/loss, absolute return and XIRR — all in one report.
SIP Tracking & Management
A dedicated dashboard for upcoming and active Systematic Investment Plans.
Online Transactions
Exchange-integrated transactions mean investors can act without leaving the app.
Goal-Based Planning
Track progress toward real goals — a child's education, a car, retirement — with target vs. achieved.
NAV Tracking
Live NAV for every scheme in the portfolio.
Calculators & Research
Built-in SIP, EMI, retirement, tax and insurance calculators.
Built With
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We build native iOS & Android apps connected to Odoo, from scratch.
Tell us what you need and we'll scope it.