Optimise Your Mutual Fund Portfolio
Free analysis of your Consolidated Account Statement (CAS) for individual investors. The PDF is parsed in your browser and never uploaded.
- Identify outperforming & underperforming funds
- Compare each fund with its benchmark over 1, 3 and 5 years
- Portfolio XIRR from your actual transactions
- Allocation by fund category across every AMC
- Reads CAMS and KFintech consolidated statements
Analyze your own portfolio · For businesses & advisors