What you will see after uploading
Portfolio value
₹14.8 L
units × live NAV
Total gain
+₹4.2 L
+39.6% overall
HDFC Bank exposure
18.4%
across 3 funds
Regular plan flag
1 fund
costing ₹8,400/yr extra
Plus: underlying stock concentration, sector breakdown, fund overlap, expense ratio vs category average — all in your browser. Nothing stored on any server.
1
Download the template
Download our CSV template and fill it in from your broker statement, Kuvera, Groww, or Zerodha. You need: fund name, units held, purchase NAV, and purchase date. Takes about 10 minutes for most portfolios.
Template columns: Fund Name, ISIN (optional), Units Held, Purchase NAV, First Purchase Date (YYYY-MM-DD), Plan Type (Direct/Regular)
2
Upload your filled CSV
Once you've filled in your holdings, upload the file. It's parsed entirely in your browser — the file never leaves your device.
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Drop your CSV here or click to browse
Accepts .csv files only
Privacy: Your CSV is parsed in your browser using JavaScript. No fund names, NAV values, units, or any other data from your file is ever sent to our servers or stored anywhere. The fund reference database loads once from our server (it's a public JSON file) and all matching and analysis runs locally on your device.