Investments & Wealth • Module Specification

Investment Manager

Track Mutual Funds, Indian Stocks, SIPs, Gold, FDs, RDs, PPF, and NPS.

Module Category
Investments & Wealth
Implemented & Available
Investment Manager — Interface Preview
Module Overview

Investment Manager

Comprehensive portfolio analytics tracking Total Invested Amount vs Current Value, Profit/Loss percentages, asset allocation donut charts, and XIRR returns.

Module Spec
Investments & Wealth

Engineered with local SQLite storage and PostgreSQL tenant isolation.

StatusProduction Ready
WORKFLOW PIPELINE

How Investment Manager Operates

Four-stage automated pipeline from user input to encrypted ledger storage.

01

Capture & Input

Log transactions via voice, camera OCR receipt scan, or direct manual entry.

02

Intelligent Analysis

Merchant matching and automatic category tagging powered by local NLP rules.

03

Encrypted Ledger

Immediate AES-256 GCM client-side encryption and SQLite local database sync.

04

Insight Delivery

Real-time timeline update, budget limit alerts, and goal jar milestone progress.

FUNCTIONAL CAPABILITIES

Verified Technical Specifications

Every capability listed below is implemented in the mobile/desktop application.

Multi-asset holding ledger

Fully integrated into local SQLite & offline sync ledger.

Asset allocation donut chart

Fully integrated into local SQLite & offline sync ledger.

XIRR performance calculations

Fully integrated into local SQLite & offline sync ledger.

Fixed Income maturity calendar

Fully integrated into local SQLite & offline sync ledger.

AES-256 Client Encryption Guarantee

Ready to experience Investment Manager?

Download the official AavakJavak app on Google Play (Android) to unlock full offline-first functionality.