How can we help?
Short, task-focused guides for tracking your family's wealth in ProjectionWealth — from your first sign-in to capital-gains tax.
Getting Started
Sign in, finish setup, and learn where everything lives.
4 articlesYour Dashboard & Net Worth
Read the numbers on your home screen and trust them.
4 articlesStocks & Mutual Funds
Add, track and sell market holdings with correct tax.
9 articlesGold, PPF, FDs & Other Assets
Track everything beyond the stock market by hand.
8 articlesSIPs
Set up recurring mutual fund investments and keep them accurate.
5 articlesLoans & Liabilities
Track EMIs and see how prepaying saves money.
5 articlesGoals
Set money targets and see how funded each one is.
2 articlesPlans & Projections
Build a forecast of future net worth, cash flow and tax.
8 articlesTax Planner
Estimate capital gains tax and harvest losses in time.
5 articlesPortfolios, Import & Settings
Add family, bring in existing data, and manage the account.
10 articlesBilling & Your Plan
Compare, upgrade, cancel and get invoices.
4 articlesSupport & Troubleshooting
Get help and fix common problems.
5 articlesCan't find it? Open a support ticket from inside the app.