Portfolio Analyser
Free mutual fund portfolio analysis
Upload your Consolidated Account Statement (CAS) from CAMS or KFintech and get a full review in under a minute: returns, XIRR, allocation, concentration risks, and a fund-by-fund view from the CurateMyMoney research desk.
How do I get my CAS?
- CAMS: go to camsonline.com → Investor Services → CAS - CAMS+KFintech. Choose Detailed, period since inception (or as far back as possible), and set the password. The PDF arrives by email.
- KFintech: mfs.kfintech.com → Consolidated Account Statement. Same options: Detailed, widest date range.
- Upload the PDF here and enter the password you set (for CAMS this is usually your PAN in capitals).
A summary CAS has no transactions, so XIRR can't be computed. Please request the detailed version.
Click to choose your CAS PDF or drag it here
PDF only · up to 10 MB
PDF only · up to 10 MB
Your PDF is read once to extract holdings and is not stored. The statement is processed through a SEBI-compliant parsing service on India-hosted servers with zero data retention.