TraderTape Wealth

Your entire financial life in one Google Sheet — mutual funds, stocks across every demat account, FDs, PPF, EPF, insurance, bank accounts, property, and loans — consolidated into a live dashboard, with everything your family would need if something ever happened to you.

Everything stays in your Google Sheet, in your Google Drive.

The consolidated dashboard — net worth, allocation, projection, goals, and holdings

What you can do#

Track everything in one place — a single tab per asset class, and a dashboard that shows your net worth, allocation, returns (XIRR), and long-term projections.
Import your CAS statement — NSDL/CDSL and CAMS/KFintech PDFs (even password-protected) are read in your browser and fill your tabs automatically, neatly grouped by demat account.
See live values — mutual-fund NAVs and stock prices refresh automatically.
Plan for goals — track how each goal is progressing and the SIP needed to get there.
Prepare for the unexpected — record nominees and contacts, print an "In Case of Emergency" inventory, and create an encrypted report only your trusted people together can open.

Track and act from a sidebar right inside your sheet, and prepare a complete "In Case of Emergency" inventory for your family:

The sidebar — net worth, allocation and goals inside your sheet

The In Case of Emergency inventory

Private by design#

Your financial data never leaves your Google account. PDF statements are read on your own device — never uploaded. The encrypted family report is scrambled in your browser with a key that no server, and no single person, ever holds.

Get started#

Open your TraderTape Wealth sheet.
Use the 💰 TraderTape Wealth menu → Set up / repair tabs.
Import your CAS statement, or add holdings from the sidebar.

→ Full walkthrough: User Guide.

Learn more#

User Guide — every feature, step by step.
Estate & legacy planning — protect your family, in detail.
Guides for your family & trustees — printable, plain-language.
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