Portfolio Analyzer

Upload your CAMS or KFintech CAS PDF to get started

XIRR • Tax P&L • Holdings • Transaction History • Excel Export

Drag & drop your CAS PDF here or click to browse

100% client-side. Your PDF never leaves your browser
No data stored on servers • No login required • Free forever

What this tool analyses:

Portfolio XIRR & per-fund XIRR
Tax P&L (STCG / LTCG)
Current holdings with market value
Full transaction history
AMC-wise allocation chart
Investment calendar heatmap
Year-wise invested vs redeemed
Export to Excel