What's New

The latest features and improvements in FinBoom.

October 2026

Arrange Your Accounts in Your Own Order

6 Oct 2026

NewYou can now choose the order your accounts appear in. For example, move your salary account to the top and an old wallet to the bottom. Go to Money > Accounts, tap the Reorder button (the arrows next to +), drag the accounts into place and tap Save order. The same order is used when you filter transactions by account and when you pick an account for a new entry.
ImprovedRecurring payments and account totals now show the full amount. For example, a monthly total that used to read ₹1.2L now reads ₹1,24,850, so you can match it with your bank. Find recurring payments under Money > Settings.

Fixes for Allocation, Top Holdings and Choosing a Category

5 Oct 2026

FixedIf you have more than one profile and set a target mix for each one, for example 60% equity and 40% debt, the All Profiles view ignored them and showed the default target. It now uses the targets you set. Find it under Assets & Liabilities > Allocation.
FixedSome investments were counted wrongly in Top Holdings on the Overview page. An NPS account that is half equity and half debt was counted as fully one or the other, and a mutual fund added from two different statements showed up twice. Both now show correctly.
FixedOn phones, choosing a category for an expense could go wrong: the list closed when the keyboard opened, and a tap sometimes picked the wrong category. The list now opens from the bottom of the screen with bigger rows, so it is easy to tap the right one.

Leave a Bank Account Out of Your Investment Mix

3 Oct 2026

NewYou can now leave an account out of your investment mix, which is the split between equity, debt, gold and cash on the Allocation page. For example, money kept aside for a house down payment is not meant to be invested, but it made your mix look heavy on cash. Open the account under Money > Accounts and turn on "Exclude from allocation". It still counts in your net worth.

Save a Category Rule While You Fix a Category

1 Oct 2026

NewWhen you correct a category, the app can now remember it for next time. For example, if you change an Airtel payment from Other Expense to Utilities while importing a statement or on the Transactions page, tap to save it as a rule, and future Airtel payments go to Utilities by themselves.
FixedIf you start entering one expense and then tap "Add several at once", what you already typed (amount, category, date and note) now moves into the first row instead of being lost.
FixedOn the Essentials page, your monthly savings now updates when you change your monthly income or expenses. Earlier it kept showing the old number.

September 2026

Reminders Before an FD, RD or Bond Matures

26 Sept 2026

NewThe app now reminds you when a fixed deposit, recurring deposit or bond is about to mature, so you can plan what to do with the money. You get a reminder one week before and another on the day, by email and in the bell icon at the top. On the Assets page it also shows "Matures in 12d" in the last 30 days and "Matured" after. You can turn the reminders off under Settings > Notifications.
ImprovedYou can now edit a category rule instead of deleting it and adding it again. For example, correct "swigy" to "swiggy", or move it to Food & Dining. Tap the rule under Money > Settings.
FixedAn investment split across types, like an NPS that is half equity and half debt, showed under only one type on the Assets page, so the totals did not match the Allocation page. It now shows under both, marked "50% of ₹10L", and the totals match.
FixedFor money you lent someone (Loan Given): if you had changed the amount still owed yourself, recording the first repayment reset it to the full amount lent. Your number is now kept. On phones, the Record repayment and Lend more buttons now have names instead of just a + icon.

Set Your Own Category Rules

21 Sept 2026

NewYou can now tell the app which category to use for a payment. For example, add a rule that anything with "airtel" goes to Utilities, or "upwork" goes to Freelance. Every statement you import after that follows your rules, and you can also apply them to old transactions to clear out the ones sitting in Other Expense. Add several at once by typing "hotstar, sonyliv, zee5". Find it under Money > Settings. Free: 25 rules, Pro: 500.
FixedYour weekly summary email showed a different net worth from the app, partly because it still counted loans you had already closed. The email now matches the app.
ImprovedAll settings for your income and expenses are now in one place: recurring payments, your own categories, category rules and budget rules. Find them under Money > Settings.

Full Amounts in Your Transaction List

21 Sept 2026

ImprovedYour transaction list now shows every amount in full. For example, an expense of ₹42,527 used to show as 42.53K and now shows as ₹42,527. Summary cards and charts still use the short form to save space.
FixedSearching your assets now checks every tag on an asset. For example, a fund tagged "retirement" and "tax saving" now shows up when you search either word.

Budget Alerts

13 Sept 2026

NewThe app now warns you before you overspend. You get an alert when a category reaches 80% of its budget, another when it goes over, and a reminder on the 15th of the month if any category is spending fast. For example, with a ₹10,000 food budget, you hear from the app once you have spent ₹8,000.
ImprovedYour weekly summary email now arrives every Monday and covers all your profiles together.
ImprovedWhen you add an asset, goal or loan, the currency is now already set to your profile's currency. For example, in a profile kept in US dollars, new entries start in dollars instead of rupees.
ImprovedFor new users: if you leave sign-up halfway to verify your email, your answers are saved and you continue from where you stopped.

A Different Currency for Each Profile

12 Sept 2026

NewIf you keep money in two countries, each profile can now have its own currency. For example, keep your India profile in rupees and your UK profile in pounds, and every total, budget and alert in that profile uses its own currency. Set it under Settings > Profiles once you have two or more profiles.Pro
ImprovedThe currency under Settings > Preferences is now the one used when the app adds all your profiles together (the All Profiles view), and for any profile that does not have its own currency.
FixedWith more than one profile, the weekly summary email could compare one profile with another and report a big rise or fall in net worth that never happened. It now adds your profiles together first.

See All Your Old Transactions

9 Sept 2026

NewYour transaction list used to stop at 24 months. Now pick All Time to see, search and total everything you have ever entered. The same menu also lets you jump straight to a recent month, for example July, without typing in dates.
NewIf you lend the same person money again, you can add it to the loan you already have for them. For example, you lent Ravi ₹5,000 in June and another ₹2,000 in August: open the loan, tap Record, then Lend more, and it shows ₹7,000 with both dates.
FixedA loan being paid back no longer looks like a loss. If ₹3,000 of a ₹5,000 loan was repaid, it showed as a 60% fall in red, like a falling share price. It now says "60% repaid, 40% remaining".

Record Money Moved to Your Broker

3 Sept 2026

NewYou can now record money moved between your bank and your broker, for example ₹50,000 from your HDFC account to Zerodha to buy shares. Earlier your broker account was missing from the list, so this money had to be entered as an expense. Now your bank balance, broker cash and net worth all stay correct. Tap + and choose Transfer.

Track Money You Lent to Someone

2 Sept 2026

NewYou can now keep track of money you lent to a friend or family member. For example, add ₹20,000 lent to Ravi on 1 September, due back in December. It counts in your net worth like anything else you own. Tap +, choose Asset, and pick Loan Given.
NewRecord repayments as they come in and the amount still owed updates by itself. Each repayment keeps its date, amount and a note, and you can add it to a bank account so your bank balance goes up too. If you enter one by mistake, delete it and the balance goes back.

Find Your Biggest Expenses

1 Sept 2026

NewYou can now sort your transactions by amount or date, or show only those in a range. For example, see every expense over ₹5,000 this month, biggest first. The sort covers the whole period you picked, not just what is on screen.
NewInsights shows your lifetime totals again: how much you have put into investments, insurance, rent or EMIs since you started using the app. It is at the bottom of Money > Insights. Tap to open it.
FixedA goal linked to a loan account was counting the loan as money you have, which made the goal look closer than it was. That is fixed. The Description column in "Add several at once" is also wide enough to use again on bigger screens.

August 2026

Budget Cards You Can Tap

31 Aug 2026

NewTap any budget card to see the transactions behind it. For example, tap Food & Dining on this month's budget to see every food expense. Spending with no budget gets its own card too, and you can create a budget for it in one tap, filled in with what you actually spent.
NewImported statements now put more transactions in the right category. Shops in Europe and Canada are recognised instead of going to Other Expense, and you can search the category list while reviewing an import.
ImprovedThe add expense screen is simpler: one column, with the amount first and the number pad already open, then account and date, then description, tags and note. On phones the Save button is no longer hidden behind the bottom bar.
FixedSeveral small fixes on phones: the keyboard no longer covers the category and account lists, long account names are no longer cut off, and the tick boxes in the transaction list show again.

Tap a Category to See Its Spending

30 Aug 2026

NewOn Money > Insights, tap any category to see the transactions in it. For example, tap Shopping to see every shopping expense for the same months as the chart. Tapping a bar in the trend chart now also shows which month it is.
FixedThe rows of categories and tags on the add expense screen were cut off and could not be scrolled with a mouse. They now wrap onto more lines so you can see all of them. You can also rename your own category straight from the Budget page.
FixedInteractive Brokers holdings were imported without the price you paid, so no gain or loss showed. Download the "Realized Summary" or "Activity Statement" report from Interactive Brokers instead, and the price you paid comes in.

A Faster Way to Add an Asset

29 Aug 2026

NewAdding an asset is faster. Search for the type by name, for example "gold" or "PPF", or tap one of the eight most common types. Each type now has its own icon and colour, and debt types like FDs and bonds are on the same screen instead of one step deeper.
FixedTyping a sum such as 1200+500 in an amount box no longer clears it halfway. The box now works out the total for you.

One Screen to Log It

28 Aug 2026

NewAdding an expense now fits on one screen. Amount first with the keypad open, your most-used categories as chips, and Save always in reach. "Save & next" keeps the account and date, so a run of entries takes seconds.
NewThe dashboard tells one story. One This month card for what came in, what went out, what you invested and how the budget is pacing, with your last few entries under it. Add an expense or refresh prices right there, without going anywhere first.
NewRecurring is a tab of its own. Salary, rent and SIPs used to hide behind a gear icon. Save an expense that looks like one you made before and we will offer to make it recurring in a tap.
FixedSelf-valuing deposits add up properly. A 12 month RD was counting 13 instalments, one with no maturity date kept paying itself in for ever, and the setting did not survive an edit. If you turned this on, check the invested amount on those holdings once.

Your Trades, On the Record

27 Aug 2026

NewSold some units? Now you can just say so. Record a buy, a sell or a dividend on any holding, and we keep the date, the price and what you made on it. Selling used to mean editing the unit count down by hand, which threw all of that away. Pick a bank account and we will add the matching money transaction for you, or leave it blank if you only want the holding updated.
NewYour units and your invested amount now keep themselves right. Sell half your units and the amount you put in adjusts to match, so you are not left redoing the sums by hand after every trade.
ImprovedThe number you type always wins. Correct a holding yourself, or import your broker file again, and we fit the trades you recorded around the figure you gave us. Importing a statement no longer counts a trade you already entered a second time.
ImprovedMoney from selling a holding no longer counts as income. It was being added to your income and your savings rate, which made both look better than they really were, so your income for past months may now read lower. Your holdings and transactions are untouched, and if you had already chosen to leave these out, nothing changes for you.
ImprovedFixed deposits, recurring deposits and PPF are not affected. They carry on working out their own value, and you do not record trades against them.

Loans That Start Mid Month

26 Aug 2026

NewLoans that start mid month now add up. Lenders often pay out a loan partway through the month and set your first EMI a few weeks later, then bill those extra days of interest inside that first payment. You can now enter a First EMI date on the loan, and the schedule works that first payment out properly instead of assuming it falls exactly one month after payout. Until now the only ways round it were entering the original amount, which put every payment on the wrong date, or entering the current balance, which threw away the loan's history.
NewCIBC statements now import. Download the CSV for your chequing account or your credit card from CIBC online banking and upload it as it comes. These files arrive with no column headings, which is why they used to come back unreadable, and it works just as well if the file has been through a spreadsheet first. CIBC joins RBC as the second Canadian bank we support.
FixedForms now tell you what is actually wrong. Where a save used to fail with a bare "Validation failed" and nothing else, you now get the real reason, such as a target allocation having to be a whole number, or your allocations needing to add up to 100%.

Deposits That Value Themselves

24 Aug 2026

NewFixed deposits, recurring deposits and bonds can work out their own value. Enter the interest rate, start date, maturity date and how often it compounds, tick "Keep the value updated automatically", and the value grows every night instead of sitting at whatever you last typed. Holdings you maintain by hand are left exactly as they are until you turn it on.
NewRecurring deposits count every instalment: set the amount and how often you pay it, and your invested amount grows with each contribution instead of staying at the first one.
ImprovedDeposits show when they mature, and stop growing on the day they do, so a matured FD reads as finished rather than looking stale.

Imports Got Better

20 Aug – 23 Aug 2026

FixedCorrecting a holding's type before you import now sticks. The picker listed an older set of names that broker imports ignored, so the fix you made in the preview was quietly dropped. It now offers the same types you see everywhere else, grouped by asset class.
FixedKotak Neo mutual funds import as funds, not as direct stocks. Debt, liquid and arbitrage funds land in Debt instead of inflating your equity split.

Just Drop the File

17 Aug – 19 Aug 2026

NewImports work out where the file came from. Drop your export and we identify the broker or bank ourselves, so picking the wrong tile no longer gets your file rejected. The wall of source tiles is now a compact search box under the upload zone, with the export instructions a tap away.
NewTrade Republic holdings import: upload the transaction export for your positions and cost basis, then the net worth statement for current values. Cash transactions come across too, with order fees and withholding tax folded into the trade they belong to.
NewKotak from the app, not just NetBanking: the Few Days Report PDF you export from the mobile app now imports instead of coming back as unrecognized.
ImprovedUgandan Shilling (UGX) is available everywhere you pick a currency, with live conversion.

Dhan, In Two Formats

19 Aug 2026

NewDhan holdings now import. Download your Demat Holding Summary as Excel or PDF, whichever you have, and every stock and ETF comes across with today's value. Dhan doesn't print your buy price on that statement, so add invested amounts afterwards.

Your Loans, Up Close

15 Aug – 16 Aug 2026

NewLoan details are findable at last: tap any loan to open its charts, amortization schedule, prepayment calculator and EMI scheduling. Rows now badge as Auto EMI and Tracked, so you can see which loans run themselves.
NewPrepayments you actually make: the calculator now models a standing extra payment, monthly through yearly, not just a one-time lump sum, and tells you the tenure, EMI, interest saved and the date you go debt free.
NewEurope, covered: ABN Amro, Revolut and Trade Republic statements now import. Kotak works as CSV as well as PDF.
ImprovedOne category per row on bank import: a merchant that takes both your shopping and a subscription no longer forces one answer on the whole group. Pin the odd rows before importing instead of fixing them afterwards.
FixedReclassify a holding and it moves to the right allocation bucket: switching Equity MF to Debt MF looked like the edit reverted on save. Existing holdings are repaired too.

Canada Lands, Imports Get Smarter

15 Aug 2026

NewCanada, covered: Questrade and Wealthsimple holdings and RBC Royal Bank statements now import, and Canadian holdings show up as Canada on the geography lens.
NewOne file, many accounts: an export covering TFSA, RRSP, and FHSA, or a bank file with Chequing and Savings in it, now goes to the right account instead of piling into one.
NewStockFin 2.0 holdings import: upload the StockHolding demat export and your positions come across.
ImprovedCSV imports read categories the way you write them: GROCERY, RENT, and SUBSCRIPTION land in the right place instead of failing the row.
ImprovedSearch for your broker or bank instead of hunting through the tiles.

For Bills That Skip a Month

9 Aug 2026

NewEvery 2 months: electricity and other alternate-month bills now have a repeat option that matches, instead of being rounded into monthly or quarterly. Money settings → Recurring.

See Where in the World Your Money Sits

7 Aug – 9 Aug 2026

NewGeography lens: how much of your portfolio is in India versus abroad, by region and by currency. Tap a region to see the holdings behind it. Wealth → Allocation → Geography.
NewSet the country on many holdings at once: tick the rows, then Set geography. Broker imports also tag more countries instead of filing everything non-Indian as Global. Wealth → Assets.
FixedThe same stock bought through brokers that settle in different currencies is one row again, not two.
FixedCategory filters list every product type they hold. Debt showed 13 assets but only 9 checkboxes.

Live Prices, Cleaner Imports

4 Aug – 6 Aug 2026

NewCurrent value that keeps itself up to date: link a ticker to a holding and its value becomes quantity times the latest price, recalculated every time you save. The Current Value box is no longer a number you maintain by hand. Free plans keep the manual field.Pro
NewKotak Neo holdings import: upload the Portfolio Tracker export and your equity, ETF, bond, and REIT holdings arrive with ISINs, invested amounts, and asset classes already filled in. Open F&O positions are left out, and the import tells you how many it skipped.
NewINDmoney holdings, straight from the PDF: the demat statement in Download All Reports now imports, so you no longer need the spreadsheet exports. Holdings split across lots are combined into one. A depository statement carries no purchase price, and it has no value for mutual fund units, so those rows come in flagged for you to fill in.
FixedBank imports stop crying wolf on ICICI statements: same-day transactions listed out of ledger order were reported as dropped or mis-parsed rows on statements where nothing had gone wrong. Those days reconcile now, and any warning left standing names the actual transactions instead of row numbers you cannot look up.

Add a Note, Find a Category Fast

3 Aug 2026

NewNotes on any entry: jot down whatever you want to remember, who you split the bill with, what the reimbursement is for, right where you add an expense or income. The note sits under the entry in your list, and searching your transactions matches note text too.
FixedNotes from your CSV imports are visible at last: if you filled in the notes column of the import template, that text was saved all along but never shown anywhere. It now appears on every imported entry, with nothing to re-import.
ImprovedSearch your categories on mobile: the category picker on the add screen now has a search box, so you can type Insurance instead of scrolling the grid. Add new and Manage sit next to it, no longer buried behind Show more.

Bring Your Old Net Worth History With You

1 Aug – 2 Aug 2026

NewAdd Past Entry: type in the total assets and liabilities you tracked in a spreadsheet for any past date, and your net worth chart starts where your money actually did instead of the day you signed up. Free covers 12 entries, Pro covers 120, and deleting one frees the slot.
FixedAllocation percentages you can trust: filtering the assets table now re-bases the % Alloc column on the rows you are looking at, so the visible shares add up to 100%, and the dashboard class breakdown finally respects assets you marked Exclude from allocation.
ImprovedSmoother edges throughout: a brand new Assets page points you at Add Asset instead of blaming filters you never set, Insights and the wealth screens show their tabs right away rather than a blank wait, and the landing and calculator pages are easier to navigate on a phone.

July 2026

Do the Math Without Leaving the App

31 Jul – 1 Aug 2026

NewA calculator inside the amount field: splitting a bill or adding up a few receipts no longer means switching to your phone's calculator. Tap the calculator icon while adding an expense or income, or just type 1200+340*2 into the box. Percentages behave the way a calculator does, so 1200+18% gives you 1416 for GST.
NewRunning total for selected transactions: tick a few rows and the combined amount appears next to the selection count, so you can total up any set without exporting it first.
ImprovedClearer asset sections: every row now shows its category and how much of the section it accounts for, and Edit and Delete sit on the row itself instead of behind a menu.
FixedRe-imports no longer relink a holding to the wrong instrument: a stock could quietly attach itself to a same-issuer ETF, or a mutual fund to its IDCW twin, and then get priced as that instrument. The instrument you picked now stays put across re-imports.

Sort Any Column, Richer CSV Exports

29 Jul 2026

NewSort transactions by Description or Account: click either column header to sort A to Z or Z to A, just like Date, Category, and Amount already do.
ImprovedCSV exports now include Account and Transfer To columns, so the file you download has the full picture without needing to cross-reference your account list.

More Room on the Free Plan

27 Jul 2026

ImprovedMore room to track on the free plan: log up to 120 transactions a month, double the earlier limit, so daily expense tracking no longer runs out halfway through. On Pro there is no monthly cap to worry about, so you can log as much as you want.
ImprovedBigger statement imports on Free: transaction and bank statement imports now take up to 120 rows at once, so a full month's statement usually comes in with a single upload instead of being split across several. Pro pulls in large multi-month statements in a single pass.

Text Size Control, Sharper Imports

22 Jul – 27 Jul 2026

NewText size control: bump every screen up to Large or Extra large, or down to Small, from Settings, Preferences. The whole app scales to whatever is comfortable to read, and your choice sticks on that device.
ImprovedSmarter duplicate detection on bank imports: importing a second account's statement no longer silently drops real transactions. The review screen flags likely duplicates for the account you picked, and a per-row toggle lets you keep any that are genuinely different.
NewFilter Money Insights by account: narrow your insights to one or more bank accounts, and grab every category or tag at once with a new select-all.
FixedTruer Insights numbers: the monthly trend chart no longer counts investments in both the Investment and Expenses bars, and the recurring card now shows your actual recorded spend plus a live monthly run-rate so the total reads right.

Free Financial Calculators

22 Jul 2026

NewSix free calculators, no login needed: work out your returns with XIRR, project a SIP or lumpsum, size an EMI, and check CAGR or an FD maturity. Each one charts the result and breaks down invested versus gained so the numbers are easy to read.
FixedTruer monthly averages: the average spend and income figures now divide by the actual months in your selected period instead of however many happened to load, so the number matches what you picked.
FixedHide values now covers budget tracking: turning on the privacy toggle masks the amounts on your budget tracking view too, so nothing sensitive stays on screen.

ICICI NetBanking Statement Import

18 Jul 2026

ImprovedICICI imports now take the NetBanking Detailed Statement too: upload the xlsx or csv you download from NetBanking (not just the emailed statement) and FinBoom turns it into clean, clustered transactions, long descriptions and all.

Step-up SIPs, Undo for Recurring Entries

9 Jul – 12 Jul 2026

NewStep-up SIP inside your goal: model a SIP that grows a fixed percent every year, and the On track banner and Monthly Needed number update to match, so you can plan around raises instead of a flat contribution. Default projected return now opens at 12% for goals over 5 years out and 7% for nearer ones.
NewUndo for recurring entries: stopping or deleting a template now shows an Undo toast that names the entry, so a mis-tap on Netflix or Rent takes one tap to fix instead of recreating the whole template.
NewTickertape US Holdings import: upload the US Holdings portfolio CSV alongside the Schedule FA export and FinBoom brings in your positions with cost basis, ready to track.
FixedCustom categories now show up in bank statement imports: cluster review dropdowns include the categories you have added yourself for both income and expenses, matching what the individual add form has always done.

Cleaner Transactions, More Bank Imports

2 Jul – 8 Jul 2026

ImprovedTransactions, redesigned: each month is now its own card with the totals and top-category strip elevated on top, so you can see what came in, what went out, and where it went at a glance without scrolling through a flat list.
NewThree more bank statement imports: bring in Kotak (PDF), Doha Bank, or Commercial Bank of Qatar statements, and the bank picker now groups by country so finding yours is a single tap.
NewCustom month range in Insights: pick any start and end month in Money, Insights to compare a specific stretch (like two festive seasons) instead of being locked into fixed windows.
NewLive pricing for Sovereign Gold Bonds: SGBs now revalue at the domestic 24K rate derived from GOLDBEES, so your bond value tracks the market instead of sitting at the issue price.Pro
NewReschedule a recurring entry: change the day of the month a template fires without deleting and recreating it, so shifting your rent date or SIP date takes seconds.

Link a Whole Broker to a Goal

1 Jul 2026

FixedLink a broker to a goal and every stock and mutual fund held under it counts toward your progress, including anything you add later. Expand the broker in the picker to browse holdings or pick just a few.

June 2026

Faster Bulk Entry, Smarter Asset Setup

30 Jun 2026

NewDuplicate a row when bulk-adding expenses or income: tap Copy on any row to clone its category, account, amount, and tags, then just tweak what's different. Big time saver on repeats like fuel, groceries, and bills.
NewAuto-detected geography: pick a stock or fund and FinBoom sets the geography tag for you (Indian tickers as India, US tickers as USA, and so on), with a visible badge so you can spot and override anything that looks off.
FixedIndian gold and silver display correctly: tracked GoldBees holdings no longer get flagged as missing live pricing, and distinct silver pieces stay as separate rows instead of all collapsing into one.
FixedAll-tab monthly totals now net income against expenses, so the headline number matches what actually moved in or out that month.

Faster Entry, Transfers in Imports

22 Jun 2026

NewDescription suggestions: start typing in the description field and FinBoom offers entries you've used before, so logging similar transactions is quicker and your records stay consistent.
NewImport transfers alongside everything else: your standard CSV import now handles account-to-account transfers too, so one exported file with income, expenses, and transfers all comes in together in a single pass.

Clone Transactions

21 Jun 2026

NewClone a transaction: copy any expense or income into a prefilled form and just change the amount, so recording a similar entry takes seconds instead of re-typing every field. Clone from any row or from the selection bar.

Full MF Imports, Automatic Snapshots

19 Jun 2026

NewMFCentral CAS import: upload your Consolidated Account Statement and FinBoom brings in every mutual fund and ETF across all your AMCs at once, sorted into the right asset classes. Locked PDF? Just type the password alongside the upload.
NewAutomatic net worth snapshots: switch on weekly, biweekly, or monthly capture and your net worth history builds itself, so you never have to remember to take a snapshot.Pro
FixedHoldings table fits your phone: the assets table no longer scrolls sideways on mobile, and the sort button takes up less room.

See Your Portfolio by Broker

12 Jun – 14 Jun 2026

NewHoldings by broker: tag each stock or fund to the broker or bank account that holds it, then group your assets by account to see exactly what sits in Zerodha, Groww, or your bank. Pick from a curated broker list when you add an account, and assign holdings to an account right as you import.
NewKuvera mutual fund import: upload your Kuvera holdings export and FinBoom brings in every fund, ready to track.
FixedTruer cash totals: the double-count nudge now only flags genuine savings assets, so it stays quiet when there's nothing to fix.

More US Brokers, Truer Net Worth

6 Jun – 11 Jun 2026

NewUS brokerage imports: bring in your Stockal or Interactive Brokers holdings and FinBoom maps every line to USD assets, ready for end-of-year Schedule FA filing.
FixedNet worth history follows your base currency: switch your base currency and past snapshots, their breakdowns, and growth percentages all recompute correctly, even when a previous month was negative.
FixedTruer asset allocation: loan accounts no longer count toward your allocation, and recurring group totals convert across currencies before they add up.
FixedSmoother asset editing: editing a SIP keeps its linked asset, and live prices now match the currency you picked.

Sharper MF Imports, Bigger Account Caps

5 Jun 2026

FixedMutual funds from broker imports stop piling into Equity: debt, liquid, hybrid, and commodity funds from INDmoney, Angel One, Groww, ICICI Direct, 5paisa, and mstock now land in the right allocation slice, so your Debt fund shows up under Debt and your Gold fund under Commodities.
ImprovedMore room for accounts: track up to 40 money accounts on Pro (was 20) and 3 on Free (was 2).

SBI, ICICI, and US Portfolios

4 Jun 2026

NewSBI and ICICI bank statement imports: upload your SBI Excel or ICICI CSV and FinBoom turns it into clean, clustered transactions. SBI's password-protected file is decrypted right in your browser — just type the password in alongside the upload.
NewUS stock portfolios from Vested and Tickertape: import your Vested holdings or Tickertape Schedule FA export and FinBoom maps every line to USD assets, ready for end-of-year Schedule FA filing.
FixedCategory dropdown stays open while you search or tap 'Show more' when editing an expense, so you can finish picking the right category without it snapping shut.

5paisa Holdings, Snappier Add Button

2 Jun 2026

New5paisa broker support: upload your 5paisa Equity Portfolio or Mutual Funds export and FinBoom imports the holdings, auto-categorizes ETFs like GOLDBEES and LIQUIDBEES, and cleans up scheme names.
NewSnappier Add on mobile: the FAB now opens straight to Expense, Income, Transfer, or Asset, no extra menu in between.
FixedApp Lock PIN setup walks you through the confirm step properly, so the flow can't get stuck halfway.

Bank Statements, Imported in Minutes

1 Jun 2026

NewBank statement import: upload your HDFC or IDFC FIRST statement and FinBoom turns it into clean transactions, groups similar merchants so you can categorize a whole month in a few taps, and lets you create the matching account right from the review screen.
NewEMI payments on autopilot: a recurring template linked to a loan now records the EMI through the same review that splits principal and interest and ticks down the outstanding for you.
NewAionion Holdings Statement: the combined Equity + Bonds statement now imports cleanly alongside the other Aionion broker formats.
FixedSmoother day-to-day: tablets and iPads can rotate freely, paid-off credit cards stay on the liability side of net worth, new transactions default to today's local date, and multi-profile users can save their financial essentials again.

May 2026

EMI Auto-Tracking, Hands-Free

31 May 2026

NewEMI auto-tracking: link any loan to the bank account you pay it from, then tap Record Payment. FinBoom logs the EMI as an expense, splits it into principal and interest, and ticks down the outstanding for you. Turn it on right from the Add Loan form too.
NewPayment history on every loan: open a liability to see each EMI you've paid, with the interest and principal breakdown for that month.
FixedClear a budget in one tap: save an empty plan to wipe an existing budget instead of resetting categories one by one.
FixedMulti-currency transactions stay accurate: picking a foreign-currency account on the Income or Expense form now switches the amount to that account's currency automatically.

Money Settings, One Tap Away

29 May – 30 May 2026

NewNew Money settings hub: tap the gear in Transactions, Budget, Accounts, or Insights to manage your recurring payments, custom categories, and budget-exempt categories all in one place.
ImprovedSet up categories ahead of time: rename, hide, or add income and expense categories without having to start a new transaction first, no need to dig through Settings.
ImprovedSettings, refocused: the main Settings page is now just for your account, preferences, profiles, billing, and data. Anything that affects how your money flows (recurring, categories, budget rules) has moved next to where you actually use it.
ImprovedCleaner Budget page: the customize-categories block moved into Money settings, so the page stays focused on planning your month.

Edit Custom Categories, Tighter App Lock

26 May – 28 May 2026

NewEdit your custom categories: rename any custom income or expense from Settings without losing the transactions already tagged to it.
FixedApp Lock reliability: a few rough edges around PIN setup and auto-lock have been smoothed out.

Transactions Unified, Cross-Currency Transfers

20 May 2026

NewOne page for every transaction: Expenses, Income, and Transfers now share a single Transactions page with monthly totals at a glance.
NewRecurring, out of Settings: tap Templates on the Transactions page to manage recurring entries, and see monthly-equivalent commitments rolled up into each group header.
NewCross-currency transfers: move money between accounts in different currencies (like HSBC GBP to HDFC INR) and FinBoom credits each side in its own currency, no more workarounds.
ImprovedBudget gets categories: manage exempt and custom spending categories right from the Budget page instead of hunting through Settings.
ImprovedSettings, simplified: 7 tabs trimmed to 5. Shared Access now sits under Account next to App Lock, Notifications joins Preferences, and the Install App card lives on Account with one-tap iOS, Android, and desktop install steps.
FixedSharper accuracy: account-linked goals no longer get stuck at 100%, Credit Card Payment shows correctly across Budget and Insights, and month totals line up with the proper spending definition.

Smoother Imports, Sharper Allocation

19 May 2026

NewAionion Demat Holdings imports: the single-sheet Portfolio+ export is now supported, alongside the existing ClosingStock and Nexus formats.
ImprovedImports are more forgiving: more broker files import cleanly, and one odd row no longer breaks the whole batch.
ImprovedRound-trip your assets: export a CSV and re-import it without losing the ticker, instrument code, price source, or gold purity.
FixedAllocation subcategories now show as a share of your whole portfolio, not of their parent class, so the numbers line up with the dashboard.
FixedAccount reset is thorough now: it clears your money accounts too, and the export menu covers more pages.

Transfers Tab, Sharper Asset Views

18 May 2026

NewTransfers, separated from spending. A new Transfers tab and editable transfer dialog so moving money between your own accounts stays out of your income and expense totals.
ImprovedSharper asset views. The Table view returns with a Layers toggle that collapses repeat entries of the same ticker into one row, the detail page shows a per-row breakdown for grouped tickers, and Sections gets a sort dropdown.
NewRecurring entries preview. See the exact transactions a recurring template will create before you confirm, with dates and amounts spelled out.
ImprovedCleaner typography throughout. Numbers use tabular figures so columns line up, hero values across cards stay perfectly aligned, and iOS keyboards no longer zoom when you tap a form field.
FixedNet worth history handles going underwater. The snapshots chart now plots correctly when liabilities exceed assets, with the line in red, and y-axis labels no longer overlap the chart on mobile.

Gold That Matches Your Jeweller's Rate

16 May 2026

NewGold holdings now track purity. Pick 22K or 24K so the value reflects what you'd actually fetch at sale. New holdings default to 24K, so if yours is jewellery (almost always 22K), flip the toggle.
ImprovedLive gold prices match what your jeweller quotes. The source moved from international spot to the NSE Gold ETF, which tracks actual Indian wholesale rates. Existing gold values bump up about 14% to show the real domestic rate.Pro

Dashboard Reimagined, Grouped Assets

16 May 2026

NewDashboard, reimagined: see what's growing, what's drifting, and what needs attention at a glance. Hover any sparkline to read your net worth or activity on any day in the last month.
NewAssets, grouped: holdings collapse into sections by class with a focused detail view when you tap into any group.
NewPay your credit card in one tap: a Pay Bill action on credit card accounts records a transfer instead of an expense, keeping your spending totals clean.
ImprovedPrivacy toggle, simplified: one eye icon next to the bell hides every total app-wide, and turns amber while hidden so you never wonder if the numbers are real.
FixedReliable imports: CSV dates near month boundaries no longer drift by a day, and the import summary tells you exactly why a row was skipped.
FixedPayment reminders for every cadence: quarterly, half-yearly, and yearly bills now trigger on the right due date alongside monthly ones.

Loan Dashboard, Smarter MF Picker

13 May 2026

NewLoan dashboard: open any liability to see a payoff chart, amortization schedule, prepayment what-if calculator, and the full cost of the loan.
ImprovedMutual fund picker: Direct Growth is now selected by default and discontinued schemes are hidden, so you stop picking the wrong variant.
ImprovedRecurring entries sort by date: spot your monthly bills and subscriptions in the order they hit your account.
FixedSmoother day-to-day: assets without live prices show the right value, dates near midnight land on the correct day, the allocation page handles edge cases, and the account dropdown is easier to scroll and clear.

50 Currencies, Better Allocation Accuracy

11 May 2026

New50 currencies supported: track assets in Brazilian Real, Chilean Peso, Korean Won, and 28 more. Latin America, Africa, Southeast Asia, and Eastern Europe are all covered now.
FixedWealth tab allocation now includes cash from your money accounts, so the Cash percentage matches your dashboard.
FixedSmoother editing: account dropdowns no longer close the edit dialog, bulk account clearing works, and currency amounts keep their decimals.

Faster Pages, Smarter Reminders

7 May – 9 May 2026

ImprovedFaster page loads: pages feel snappier with smoother loading animations throughout the app.
ImprovedCleaner payment reminders: all your upcoming due dates now arrive in one email instead of flooding your inbox.
ImprovedPeriod filter remembers your selection: switching between Income, Expenses, and Budget tabs no longer resets your chosen time period.
FixedSavings rate and gain/loss numbers are now more accurate.

Adjust Balance, Faster Account Switching

5 May – 6 May 2026

NewAdjust Balance: correct any money account balance in one tap without creating a fake transaction. Opening balances now support an effective date too.
NewAccount switcher shortcut: jump between money accounts straight from the top row on mobile, no more digging through menus.
ImprovedSnapshots polish: cleaner chart tooltips, readable axis labels, and a tighter mobile layout so your net worth timeline is easier to scan.
FixedAsset filters and bulk edits: sub-category filters stay isolated across asset classes, and bulk class changes follow the updated classification system.

Goals, Reimagined

4 May 2026

NewGoals get a fresh look: pick an emoji, jot down notes, sort by progress, time or status, and achieved goals tuck away into a collapsible section so the page stays focused on what's next.
NewEmergency fund includes money accounts: tag a bank, wallet or cash account as your emergency fund, and runway now folds in every liquid balance so the essentials view matches your dashboard.
NewDaily recurring transactions: log subscriptions and daily habits straight from the inline form, no workarounds needed.
FixedAsset filters respect custom allocation: a Mutual Fund you retagged to Debt no longer shows up under Equity.

Budgets and a Calmer Notification Center

2 May 2026

NewMonthly budgets: set category caps at the start of each month, get a quiet 80% nudge and a friendly mid-month check-in only when something is drifting. Auto-fills from your last 3 months so you never start blank. Free for everyone.
NewTrack up to 5 years of budget history to spot lifestyle inflation across years. Free: last 3 months.Pro
NewNotification center: one bell for everything. Payment reminders, subscription renewals and budget alerts now sync across devices, with snooze and mark-as-read.
NewMulti-profile aware reminders: payment alerts now show which profile they belong to, so family setups can tell rent in one profile from rent in another.Pro
ImprovedInline custom categories: add a brand-new spending category right from the budget setup screen. Pro: 200 custom categories. Free: 10.

Email Alerts and Smarter Account Handling

1 May 2026

NewEmail notifications: get reminders for upcoming renewals and payment due dates, plus a weekly spending digest. Control what you receive from notification preferences.
NewPer-account transactions: tap any money account to see just its transactions, making reconciliation easy.
ImprovedSelect all on mobile: one-tap checkbox to select every visible transaction for faster bulk edits on expenses and income.
FixedAll-Profiles net worth now correctly sums across profiles, and credit card payments no longer inflate your invested total.

April 2026

Live Crypto Prices & Chart Annotations

22 Apr 2026

NewLive crypto prices: refresh Bitcoin, Ethereum and any CoinGecko-listed coin right alongside your stocks and funds, auto-converted to your currency.Pro
ImprovedChart annotations: snapshot labels like 'Tariff news' or 'Q4 bonus' now appear on hover in the net worth timeline, so you can spot what moved the needle.
FixedRecurring and goals reliability: goal progress matches the dashboard, any transaction can be flipped to recurring, and monthly templates stop generating future-dated rows.

Money Accounts: Bank, Wallet & Card Tracking

18 Apr – 21 Apr 2026

NewMoney accounts: track every bank, wallet and credit card in one place with live balances, plus a one-tap Indian bank picker. Pro: 20 accounts, Free: 2.Pro
NewTransfers between accounts: move money without inflating your income or expenses, and convert any pair of transactions into a transfer with one tap.
NewNet worth, automatically: bank and wallet balances roll into Cash, and credit card balances appear as liabilities.
NewAccount-aware imports: pick which account a CSV lands in before importing, and assign accounts to recurring templates too.
ImprovedBulk add up to 500 transactions at once (up from 100), with smarter batching under the hood.

mstock Import & Cleaner Privacy Toggle

17 Apr 2026

NewImport from mstock: equity, ETF and mutual fund holdings from Mirae Asset Capital Markets all come in from one XLSX upload.
ImprovedShow/Hide totals everywhere: the privacy toggle now lives in each page's toolbar and also covers Net Worth, Allocation and Money pages, so one tap redacts numbers anywhere.

Add Anything in Seconds

16 Apr 2026

NewAdd anything in seconds. The + button now opens a clean add page for assets, liabilities, income or expenses, with tap-to-pick coloured category icons.
NewTrack every kind of debt. Vehicle, Gold, Business and Friends/Family loans now sit alongside the usual home, education and personal loans.
ImprovedGet the full loan picture. Capture lender, collateral, principal, due date and account number on every loan, then filter and sort to find any one of them fast.
ImprovedCategorise your way. Add custom income or expense categories the moment you need them, without leaving the entry screen.
NewSnapshots you can scan. Collapsible asset class groups make it easier to spot what changed month on month.

NPS Allocation & Multi-Profile Targets

9 Apr – 15 Apr 2026

NewNPS assets now split proportionally across Equity, Debt and Alternatives, with a dedicated allocation editorPro
ImprovedImproved refresh price experiencePro
ImprovedSet different allocation targets for each profile instead of one global setPro
ImprovedMutual funds auto-detect their category (Equity, Debt, Hybrid) from SEBI scheme data during import
NewNew affordable Pro plans: 6-month, yearly, and lifetime options starting at ₹399
FixedGoal amounts now display in the goal's own currency
ImprovedBetter app lock experience, bug fixes and UX improvements

Cleaner Assets Filtering

8 Apr 2026

NewRedesigned filter bar — combobox with chips for class, tags and currency, multi-select across categories, and asset-name typeahead
ImprovedRefreshed Assets summary — cleaner card, larger numbers, and the privacy toggle now lives right on the summary box
NewLive pricing health — see at a glance how many assets are missing a ticker and tap to filter to just thosePro
ImprovedInfinite scroll on assets and a Ticker column in the assets CSV export

Smarter Transactions & Investment Insights

7 Apr 2026

NewTag filtering — tap any tag pill to filter transactions and see totals update to match
NewBulk edit descriptions — update multiple transactions at once instead of one-by-one
NewInvestment insights — new Investment Rate card and investment breakdowns in Money Insights
ImprovedCleaner transaction rows — category icons inline and precise 2-decimal amounts throughout
ImprovedInfinite scroll on transactions — keep scrolling to load your full history seamlessly

Sub-Target Allocation & New Import Formats

5 Apr 2026

NewSub-target allocation — set percentage targets within each asset class (e.g., 40% Stocks & 60% MFs within Equity) and see how your actual holdings compare
New3 new import formats — bring in holdings from Chola Securities, ICICI Equity Summary, and Aionion Nexus
FixedSmoother experience — improved asset table readability, faster dashboard interactions, and fixed expense page bugs on mobile

Daily Recurring, Insights Filters & Cleaner Dashboard

3 Apr 2026

ImprovedCleaner dashboard — nudge notifications moved to a bell icon so your dashboard stays focused on what matters
NewDaily recurring templates — set up daily transactions like per diem or daily savings, now a fully supported frequency
NewLast Month filter — Money Insights now includes a Last Month period so you can quickly review last month's spending patterns
FixedUX & bug fixes — smoother mobile layouts, PIN lock redesign, faster instrument search, and recurring template reliability improvements

March 2026

Aionion Import & Expense Improvements

26 Mar 2026

NewImport from Aionion - bring in your equity holdings and bonds/NCDs from Aionion Capital back-office exports
ImprovedPrice refresh countdown - see exactly how many seconds until you can refresh again instead of a generic cooldown messagePro
ImprovedSmarter expense filters - category filter is always visible with your top 5 categories, and totals load faster with a 12-month data window

US Stock Imports & Smoother Mobile Experience

25 Mar 2026

NewINDMoney Alpaca import - bring in your US stock holdings from INDMoney with one file upload
NewIDR currency support - track assets denominated in Indonesian Rupiah
ImprovedFull transaction history - scroll to load your complete transaction history instead of stopping at the first page
ImprovedFaster MF price refresh - refreshing mutual fund prices is now significantly quicker, especially for large portfoliosPro
ImprovedPolished mobile experience - clickable asset rows, better spacing, fixed filter checkboxes, and a toggle to show only assets with invested amounts

Privacy Mode

23 Mar 2026

NewPrivacy mode - tap the eye icon to instantly hide all financial totals on your dashboard and assets page, so you can use FinBoom in public without exposing sensitive numbers

Cleaner Mobile Experience & Bulk Tagging

22 Mar 2026

ImprovedRedesigned mobile asset filters - all filters fit in one row so you spend less time scrolling and more time reviewing your portfolio
NewBulk add tags - select multiple assets and organize them with tags in one go
ImprovedCleaner, faster mobile experience - streamlined asset rows, pagination, and layout for small screens

Group by Stock - Consolidated Portfolio View

20 Mar 2026

NewGroup by stock - toggle one button to merge the same stock held across multiple brokers into a single row with combined quantity, invested amount, and current value. Expand any grouped row to view or edit individual entries

Smarter Asset Entry & CSV Export

19 Mar 2026

NewAdd assets in seconds - pick a stock, MF, or ETF ticker and FinBoom fills in the name, fetches the live price, and calculates your current value automatically. Just enter quantity and avg pricePro
NewCSV export everywhere - download any page as CSV with one tap
NewDashboard holdings filter - focus your top holdings view on a single asset class like stocks, MFs, or gold
NewCross-device PIN sync - set your app lock PIN once, it works on all your devicesPro
FixedGold & silver prices now show correctly per-gram in your chosen currency

Debt Fund Live Pricing & Asset Form Improvements

17 Mar 2026

NewLive pricing for debt funds - debt funds, liquid funds, and arbitrage funds now support live price refresh just like stocks and equity mutual fundsPro
NewAMFI code search - search for mutual funds by their numeric AMFI scheme code in addition to fund name
ImprovedQuantity, price, and instrument search fields are now visible upfront on the asset form instead of hidden in the Advanced section - easier to discover live pricing
ImprovedGold & Silver assets default to Physical + Gold type, reducing the number of fields you need to fill

IndMoney Import Fix & Search UX

16 Mar 2026

FixedIndMoney import now correctly converts values to USD for US stocks - previously, INR amounts were stored as-is with a $ symbol, inflating values ~85×
ImprovedTicker search clear button - tap the × to instantly clear the search and see all stocks, instead of backspacing each character

Recurring Expenses & Income - Fully Redesigned

15 Mar 2026

NewAuto-generating recurring templates - set up your rent, SIPs, subscriptions, or salary once and they'll automatically create transactions each period. No more manual carry-forward
NewAll frequencies supported - choose from Monthly, Weekly, Biweekly, Quarterly, or Yearly to match any billing cycle
NewInline add form - create new recurring entries directly from Settings → Recurring without leaving the page
NewFull edit support - update description, amount, frequency, category, start date, and end date on any existing recurring entry
ImprovedRedesigned recurring settings layout - expanded table columns on desktop with a clean card view on mobile
ImprovedPro users can create up to 50 recurring templates (Free: 5) - enough to automate all your regular income and expensesPro
NewFinancial essentials now tracked per profile - each family member or business profile has its own insurance, emergency fund, and savings ratePro
FixedValidation errors in essentials forms now show clear, helpful messages instead of generic failures
FixedSettings page now remembers your active tab on refresh - no more jumping back to Account

More Imports & Multi-Currency Fix

12 Mar 2026

NewImport from Angel One - bring in your stocks and mutual fund holdings
NewImport from INDMoney - supports the Consolidated Family Report format
FixedMulti-currency portfolios now sort correctly - values are converted to your base currency before comparing
FixedBond instruments from Zerodha imports are now auto-classified correctly

Family & Business Profiles

11 Mar 2026

NewMulti-profile support - create separate profiles for family members, business, or HUF. Track each independently with its own assets, liabilities, goals, and transactionsPro
NewConsolidated view - switch to "All Profiles" to see your combined net worth, allocation, and growth across every profile in one dashboardPro
NewProfile switcher in the sidebar - switch between profiles instantly without logging outPro
FixedAsset import now works correctly when using a non-default profile

Gold & Silver Live Pricing

10 Mar 2026

NewLive price tracking for physical gold and silver - fetches real-time rates and converts to your currencyPro
NewDigital vs Physical picker for gold/silver assets - tailored fields for ETFs, SGBs, coins, bars, and jewellery
NewCurrent Market Price shown on the asset edit page after a price refreshPro
ImprovedPrice refresh now stores per-unit price separately for accurate LTP displayPro
ImprovedPage size selector (25 / 50 / 100) on the assets table for bulk operations

CDSL Import & Dark Mode Fix

9 Mar 2026

NewImport your CDSL CAS statement to bring in all your holdings at once
ImprovedPage headers now stay visible as you scroll
ImprovedRedesigned transaction toolbar for mobile
FixedDark mode now remembers your preference across sessions

Smarter Goal Tracking

8 Mar 2026

ImprovedGoal progress tracking is now more accurate across all tracking modes
FixedEditing tags on an asset no longer resets its currency or geography

ICICI Import, Email Verification & Expenses Redesign

7 Mar 2026

NewImport from ICICI Direct - both Demat Holdings and Mutual Fund portfolio
NewWelcome email with email verification on sign-up
NewRedesigned income & expense pages with summary cards, collapsible months, and bulk actions
NewCategory settings accessible directly from income, expense & insights pages

New Expense Categories & Bulk Actions

6 Mar 2026

NewNew expense categories with a usage-sorted dropdown
NewBulk re-categorize transactions in one go

Redesigned Assets Table & Live Pricing

5 Mar 2026

NewNew data-dense asset table - quantity, allocation %, and more at a glance
NewPeriod-based transaction filters with month grouping
NewLive price refresh for stocks and mutual fundsPro
NewTransaction tags and exempt expense categories

Upstox Import & NPS Equity Split

4 Mar 2026

NewImport your Upstox holdings directly
NewNPS equity split for accurate allocation tracking

Undo Delete & Health Score

3 Mar 2026

NewUndo delete across transactions, assets, goals, and liabilities
NewHealth score now visible on the dashboard
NewDebt ratio card added to financial essentials

Dashboard Redesign & Insights Engine

2 Mar 2026

NewCompletely redesigned dashboard with sparklines and smooth charts
NewNew insights engine with interactive cashflow view
NewEssentials cards are now clickable and expandable

February 2026

Shared Access, Feedback & Zerodha CSV

28 Feb 2026

NewShared access - invite anyone to view or manage your financial dataPro
NewIn-app feedback system to share suggestions
NewZerodha Kite CSV import alongside Console XLSX
NewInvested amount tracking across your portfolio
ImprovedMulti-currency support expanded to 340+ currenciesPro

Launch Day

15 Feb 2026

NewTrack 20+ Indian asset classes - EPF, NPS, PPF, SGBs, mutual funds, stocks, and more
NewIncome & expense tracking with monthly trends
NewNet worth snapshots with month-over-month comparison
NewMulti-currency support with 170+ currencies and live FX ratesPro
NewGoal-based tracking with inflation calculator
NewFinancial essentials check - insurance, emergency fund, and savings rate
NewZerodha Console import for stocks and mutual funds
NewAsset allocation breakdown with visual charts