Frequently asked questions
How is this different from other portfolio management tools?
Most portfolio apps are built around market research, fund ratings, and screening tools - useful, but not what a household needs to answer "am I actually OK?" SwayamDhan is closer to a digital diary of everything you own - funds, stocks, EPF, NPS, gold, property, loans - with a plan you can check reality against every year. We don't compete on research depth, and we never recommend a product to buy.
Do I need to create an account?
No. "Start anonymously" needs no name, email, or PAN - your data stays in this browser. You can create a free account later if you want your portfolio to follow you across devices.
Is my data used to train anything or sold to anyone?
No, never. It's stored only to build your own portfolio view. See the Privacy Policy for the full detail.
Is SwayamDhan free?
Yes, and it will stay free. It never sells a product, so there's no conflict of interest in what it tells you.
What can I import?
An Excel workbook (even with multiple tabs for stocks, mutual funds, EPF/NPS, gold, property, and loans), a pasted table, or a single typed line. CAS PDF and screenshot reading are coming soon.