GoalCase.
Goal-based investment tracking, done privately.
Track your mutual fund portfolio completely privately. Map your investments to life goals securely, with zero data leaving your control.
How GoalCase Works
Upload CAS Securely
Your Consolidated Account Statement is parsed perfectly. We never store your PDFs on our servers.
Define Life Goals
Whether it's retirement or education, create specific goals with target amounts and timelines.
Allocate & Track
Dedicate specific folios to your goals and watch your progress unfold automatically.
Guaranteed Privacy
"Your CAS is yours. We parse it in temporary memory. We never store your PDF. We don't ask for your PAN or phone number. Period."
One view for life milestones, not just abstract portfolios.
Most platforms show you a single giant pool of money. GoalCase splits your holdings into specific goals (e.g. Retirement, Education, Home) so you know exactly where you stand.
- Allocate specific folios or pools to targets
- Real-time NAV mapping via global cloud cache
- True XIRR computation per goal
Milestone Overview
Real Return Reality Check
Based on real UTI Nifty 50 Index Fund NAV data (2013–2026). ₹10,000 monthly SIP over 7 years.
Access your clean financial ledger.
Create an account or sign in to save your goals, map custom portfolios, and securely persist transaction logs. We support email/password and single-click Google Sign-In.
Security Details
Authentication is handled directly through Supabase with secure cookies. We do not store financial database credentials or intermediate plaintexts.