Upload your Consolidated Account Statement and get a grounded review of your mutual fund portfolio — allocation, risk, tax-loss harvesting, goal projection — net of every cost, with every number traceable back to your own statement.
Not a robo-advisor pushing a model portfolio — a grounded read of the funds you already hold.
Upload your Consolidated Account Statement and see allocation, overlap, and risk across every holding — in one report.
Track realised gains, plan tax-loss harvesting, and see the 111A/112A math worked out — not just a rough estimate.
Monte Carlo simulations and stress tests, so you see a range of outcomes instead of one falsely-precise number.
SEBI/AMFI-compliant disclaimers on every output. Educational analysis only — never a recommendation to buy or sell.
Trailing 1Y/3Y/5Y returns and rolling alpha for any fund, before or after you hold it.
Put two or more funds head to head on the numbers that actually differ — returns, volatility, Sharpe, drawdown.
Free to start. No card. Every figure traceable to your own statement.
Review my portfolio — freeAll analysis is based on historical data and hypothetical scenarios. Not investment advice.