Understanding your records
Portfolio Value vs Net Worth: What’s the Difference?
What a portfolio total tells you—and what it leaves out.
The Punjii blog
Practical guides to organising and tracking your family’s investments.
Start here · Getting organised
How to Organise Your Family’s Investments in One Place
Bring scattered records together. Keep ownership, dates and missing information clear.
Inside the app · Preview with sample data
More to explore
Getting started
Build Your First Investment Inventory
A simple field list for records you can trace back to their source.
Family organisation
Could Your Family Find Your Investment Records?
Make records easier to locate without sharing passwords.