Your one-page portfolio
If it does not fit on one page, it will not be managed.
6 min read · Intermediate · Updated 2026-09-06
Build this table. Rough rupees are fine.
| Account | Room | Job | Monthly add | Target % of investable* |
|---|---|---|---|---|
| Emergency bucket | cash | shock | n/a (separate) | |
| EPF | debt-like | long | auto | |
| Equity fund A | equity | long grow | SIP ₹ | |
| … |
\*Investable here means the garden + long boxes, not the house you live in, not next month’s rent.
Add a line: last rebalance date. Add a line: sleep test result.
You are ready for the Indian toolkit series if
- The page exists
- Every line has a room and a job
- You can point to duplicates
- You know which standing instructions fire
If the page is a pile of screenshots, stay and merge.
**Note:** This page is the machine’s blueprint. 201’s next series is pipes, tax, and family - how money actually moves in India.
- One page is the product.
- Jobs first, brands second.
- Duplicates become obvious only when listed.
Key takeaways
- One page is the product.
- Jobs first, brands second.
- Duplicates become obvious only when listed.
Try next: All calculators
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Educational only — not investment advice. Part of Portfolio Craft on Finnass Guides. Prefer hands-on tools? Open Calculators or the FIRE calculator.