Episode 2
Portfolios
Group your assets by person or by goal. Each portfolio keeps one country and currency, and All Portfolios adds them up for you.
Start with the two-minute introduction, then pick any guide below. Each one is short, and walks through a real screen on a real portfolio. Press play and the next episode follows on its own.
They follow on from each other, so watching them in order works well — but each one stands on its own.
Group your assets by person or by goal. Each portfolio keeps one country and currency, and All Portfolios adds them up for you.
Demat accounts and their holdings: upload holdings, a tradebook or your CAS. Deposits, schemes, property and gold too.
Define your own attributes and values, tag many assets at once, and see your portfolio by them as a pie, a bar or a table on your dashboard.
What happens when you upload a statement: every row is read, checked against the balance, and sorted into expense, income, investment or transfer. Zinfai remembers how you categorise.
Remove the cards you don't need, add cards grouped by what they do, and move and resize them freely.
Encrypted backups to your own Google Drive, your AI provider keys and data-sharing rules, and Statement Formats that are learned once.
Videos play from YouTube. Nothing is loaded from YouTube until you press play, and the player uses YouTube's privacy-enhanced (no-cookie) mode.
Install Zinfai on your Mac or PC. It's free, and nothing you enter ever leaves your computer.