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Quickstart

This guide walks you through signing up, creating your first account, and adding your first investment. Total time: about 5 minutes.

If you would rather learn the concepts first — what net worth is, why it matters, how to get everything into one view — the free Personal Finance 101 course is public and needs no account.

  1. Sign up

    Section titled “Sign up”

    Go to agnifolio.com/signup and sign in with Google. No password to remember; no credit card needed.

  2. Create your first account

    Section titled “Create your first account”

    An account is an entity account — one for each entity that owns investments: yourself, your spouse, a joint ownership, a dependent. You can also split an entity by institution (Self – Zerodha, Self – Bank FDs) when you want statement-level detail.

    From the dashboard:

    1. Open Accounts
    2. Click Add Account
    3. Name the entity (e.g. Self) and pick its relationship (Personal, Joint, Business, Family, Other)

    You can add as many accounts as you need. Most households have one per family member plus a few per institution — see Accounts.

  3. Add your first investment

    Section titled “Add your first investment”

    From the dashboard:

    1. Click Add Entry on the account you just created
    2. Pick an asset type — Stock, Real Estate, Fixed Deposit, Crypto, Mutual Fund, or Loan
    3. Fill in the details (for stocks, start typing the ticker — autocomplete suggests matching symbols across global exchanges)

    The app pulls live prices automatically. You don’t need to enter today’s price for traded assets.

  4. See your portfolio

    Section titled “See your portfolio”

    Open Portfolio to see everything in one consolidated view. Your holdings table lives at Holdings, performance at Performance, and AI insights at Insights.

What’s next

Section titled “What’s next”