Mutual Fund Portfolio Review

Upload your NSDL eCAS for automated data analytics and statement-derived metrics — expense ratio comparison, direct vs regular detection, historical XIRR display, category exposure and overlap analysis. For informational purposes only. Not investment advice.

Drop your PDF statement here

Click to browse or drag & drop
NSDL eCAS · CAMS · MF Central

Password Protected ✓ No Upload Data Scrubbed Free

—

Your Data is Safe — How This Works

PDF never leaves your device

Processed entirely in your browser via PDF.js. Never uploaded to any server or database.

Only MF Folios section is extracted

Your equity holdings · demat numbers · PAN · Aadhaar · email · mobile are never read or transmitted.

Sensitive data scrubbed before transmission

Even within the MF section, PAN · Aadhaar · email · mobile · IFSC · demat IDs · PRAN are stripped in your browser before any data is sent. Only fund names, NAV, costs and returns reach the analysis engine.

Password decrypts locally only

Your PAN (PDF password) is used only in your browser to decrypt the file. Never sent anywhere or stored.

Educational use only — Not SEBI registered investment adviser

This tool provides educational reference data only. Nothing constitutes investment advice. Always consult a SEBI Registered Investment Adviser before making investment decisions. CFA® is a registered trademark of CFA Institute. FRM® is a registered trademark of GARP. Use of these marks does not imply endorsement by CFA Institute or GARP of this tool or its content.

Educational purposes only · Not investment advice · Not SEBI registered investment adviser · Tejas Jadhav, CFA, FRM · CFA® & FRM® for identification only

—

MF Folios only · Data from your statement · Verify independently

NOT SEBI RIA · NOT ADVICE
VERIFY WITH YOUR ADVISER

Automated Data Analytics Platform — This platform provides automated data analytics and visualisations derived from your uploaded statement. No investment advice, suitability assessment, financial planning, or recommendation to buy, sell, switch, rebalance, or hold any investment is being provided. All outputs are algorithmically generated from statement data. Users should independently verify all data and consult a SEBI Registered Investment Adviser before making any financial decisions.

Category Peer Analysis

Historical return comparison · Reference comparison only · No recommendation intended · Category-level comparison

Portfolio Diagnostics

0 items

Algorithmically generated observations · Statement-derived metrics · No recommendation intended · No suitability assessment performed

Statement-Based Metrics — Category Exposure

Relative category exposure · Internal reference range · For informational purposes only · No suitability assessment performed

Important Disclosure — Please Read

This platform provides automated data analytics and visualisations derived from uploaded statements. No investment advice, suitability assessment, financial planning, or recommendation to buy, sell, switch, rebalance, or hold any investment is being provided.

Users should independently verify all data and consult a SEBI Registered Investment Adviser before making any financial decisions. All outputs are algorithmically generated from statement data. Historical data display only — past performance is not indicative of future returns.

Tejas Jadhav, CFA, FRM is not a SEBI Registered Investment Adviser under the SEBI (Investment Advisers) Regulations, 2013.
Statement-derived metrics only · No suitability assessment performed · No recommendation intended · For informational purposes only
All data sourced from uploaded PDF — verify against original NSDL eCAS · Benchmark data is approximate · Reference comparison only
CFA® is a registered trademark of CFA Institute. FRM® is a registered trademark of the Global Association of Risk Professionals (GARP). Use of these marks does not imply endorsement by CFA Institute or GARP of this tool or its content.
tejasgjadhav.github.io