Portfolio X-ray

See what you actually hold.

Drop in your CAS statement — the depository record with every mutual-fund folio — and get allocation, cost, performance and risk in one report, with every figure traced to a source and a date. Nothing is uploaded: the file is read in this browser and the password is never stored.

Upload your statement

Drop your CAS statement here

or click to choose the PDF or .xlsx — your depository record holds every mutual-fund folio in one file

Spreadsheets and unlocked statements are converted on our server in memory for the request only — never written to disk, a database or a log. A password-protected PDF is opened in this browser instead, so the file and password never leave your device, and the password is cleared once the report is built. Either way, only scheme names, units, values, dates, amounts and folio numbers are kept; PAN and address are dropped. How to get your CAS →