Client Portfolio X-Ray
Upload a CAMS or KFintech e-CAS statement, or manually enter funds — get instant analysis of overlap, concentration, costs, and actionable rebalance suggestions.
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100% Private — Zero Data Leaves Your Browser. Your e-CAS PDF is processed entirely on your device using browser-based PDF parsing. Nothing is uploaded to any server. We never see, store, or transmit your portfolio data. This is a core FintechGyan principle.
Upload e-CAS Statement (PDF)
Drag and drop your CAMS or KFintech Consolidated Account Statement here, or click to browse
CAMS e-CAS
KFintech e-CAS
Password Protected
🔐 This PDF is password protected
e-CAS statements are typically protected with your PAN number (e.g., ABCDE1234F)
Common passwords: PAN number, PAN+DOB (ABCDE1234F01011990), or email ID
— OR enter funds manually —
Add Mutual Fund Holdings
Portfolio X-Ray Report
Holdings Breakdown
—| Scheme | Category | Value (₹) | Weight | Allocation |
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Category Allocation
—By Category
By Asset Class
| Category | Funds | Value (₹) | Weight | Allocation |
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AMC Concentration
—| AMC | Funds | Value (₹) | Weight | Share |
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