CMM - Portfolio Analyzer

CurateMyMoney proudly introduces an Automated Portfolio Analyser, a tool that instantly gets your mutual fund holdings analysed. This is a first-of-its-kind in the Indian context.

It is your Investment's Instant Health Check-up that assists you to understand how healthy your mutual fund portfolio is. A periodic check-up will not only streamlines the portfolio but also ensures your desired asset allocation is maintained.

Highlights

Analyse your Mutual Fund Holdings in less than 60 seconds
A Totally Unbiased end-to-end Rule-Based Analysis
Apprise the action needed to reach the Desired Target Allocation
Identifies the funds which can Continue, Exit & Switch

Steps to follow to get your MF Portfolio Analysed

Download your CAS (Consolidated Account Statement) from CAMS online and keep it ready
Upload the same and start analysing your portfolio

Portfolio Analyser

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Files Supported: PDF only

While we analyse your mutual fund portfolio, the tool may not recognize the Asset Class, Category, Rating of the schemes if there is a difference in the scheme name in MF holdings and the Master File we use to retrieve. So, in such cases, you may require the inputs of CurateMyMoney Team.