We take the guesswork out of portfolio management.
RiteFolio is a portfolio management platform built for accuracy. Track investments, manage multiple portfolios, and generate valuation, capital-gains and tax reports you can file without re-checking the numbers, whether you are an individual investor or a chartered accountant.
Individuals & chartered accountants · Multi-currency · Multi-country · FY Apr–Mar
Take the burden off the books.
Managing a portfolio comes with real complexity: transactions across equity, futures, options, and mutual funds, cost basis after bonuses and splits, and the split between short-term and long-term gains. We built RiteFolio to carry that weight, so investors and their accountants can focus on the decisions that matter, not the arithmetic behind them.
The values behind the math.
Our core values guide everything we build at RiteFolio.
Accuracy First
Every calculation is precise, so your portfolio valuation, capital gains and tax reports are correct the first time.
Data Security
Your financial data is encrypted and protected with enterprise-grade security measures.
Clear Insights
Complex portfolio data turned into clear, actionable insight for better decisions.
Tax Compliance
Automated tax calculations aligned with current tax regulations, ready to file.
Investor Focused
Built by investors, for investors. Every feature is designed around real portfolio needs.
Continuous Improvement
We keep evolving the platform on user feedback and changing market requirements.
Portfolios that cross borders.
Investments rarely stop at one currency or one country. RiteFolio tracks holdings across multiple countries and lets you view and report values in different currencies, so globally invested investors and NRIs get one consolidated picture.
Everything the books need.
- 01Multi-asset transaction tracking across equity, futures, options, and mutual funds
- 02Capital gains calculations with support for FIFO and other methods
- 03Tax reports aligned with current tax regulations for easy filing
- 04Bulk import from CSV and Excel files to get started quickly
- 05Income tracking for dividends and interest across your portfolios
- 06Multi-profile support with separate demat account management
The tax detail, handled.
The financial year runs April to March. Short-term and long-term capital gains, AIS reconciliation, TDS on dividends, and multi-demat tracking are all treated the way filing expects, stated plainly and calculated for you.
FY Apr–Mar · STCG / LTCG · AIS · TDS · Multi-demat