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Investments

Keep your mutual funds, deposits and other holdings in one place.

Open Investment from Quick Actions, or Investments on the Money tab. Holdings are grouped in tabs by type (All, Mutual Fund and the others you hold), and the total follows the tab.

A fund house’s purchase SMS adds or updates the holding by its folio number. A message that gives only the folio (no amount) adds the fund, and the next message for that folio fills in the amount and units.

Investments screen with Add Investment

Built from your fund messages

When a fund house texts you about a SIP instalment, SkyloFin adds it to that fund’s holding: every instalment, one holding. The money leaving your bank is counted as an investment, not spending.

Add a holding yourself

Tap Add Investment. Enter the Name, the Current Value if you know it, and the Type: Mutual Fund, Stocks, Gold, Fixed Deposit, Recurring Deposit, PPF, EPF, NPS, Bonds, Property and more. Tap Save. Remove From My Holdings deletes one.

SkyloFin - Expense Tracker

Your Money. One Clear View.

Automatically organise your spending, track expenses and understand where your money goes.

  • Reads bank SMS No account linking, no passwords.
  • Sorts every rupee Into categories you can edit.
  • Bills and cards Statements found, due dates reminded.
  • Your Google Drive Backed up to you, never to us.
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