24x7
Portfolio Monitoring
Portfolio Tracker
Track your full investment portfolio without spreadsheet chaos
See all key portfolio signals in one place and catch risk or drift before it becomes expensive.
SEBI RIA: INA000018382AI + Human Advisory WorkflowMade for Indian Investors
Actionable
NOVA Insights
1 App
Wealth Visibility
SEBI RIA
Compliance-First
A Portfolio Tracker Built for Action
Beyond static dashboards: get alerts, interpret what changed, and know your next move quickly.
Unified Dashboard
Track net worth, risk score, and daily signals at a glance
A single screen for portfolio health so you can quickly identify where action is needed.
- Consolidated view of wealth and cash position
- Quick metrics for financial health and risk posture
- Built for daily check-ins on mobile
Portfolio Deep Dive
See holdings and allocation quality before you make changes
Review performance, holdings concentration, and allocation splits with clear visual cues.
- Holdings-level visibility across segments
- Allocation map to avoid unintended drift
- Simple views designed for fast decision-making
Smart Action Cards
Convert insights into clear rebalancing actions
Get direct suggestions like trim, switch, or reallocate with concise rationale in-app.
- Action-oriented cards with priority context
- Quick “explain” layer for better confidence
- Designed to help you move from signal to action
Common Questions
Is Genvest regulated?
Yes. Genvest is offered by Coinwise Research Private Limited, a SEBI-registered Investment Adviser (RIA) with registration number INA000018382.
Can I start with a smaller amount?
Yes. You can begin with smaller SIP or lump-sum investments and scale as your goals evolve.
Is this only for advanced investors?
No. The app is designed for both beginners and experienced investors, with clear explanations and actionable guidance.
Get a smarter portfolio tracker on your phone
Download Genvest and start monitoring your portfolio with practical, decision-ready insights.