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Portfolio Analyser

X-ray your mutual fund
portfolio.

Upload your holdings. Get portfolio CAGR, weighted risk metrics, fund contributions, concentration flags, and expected return range — all from pre-computed NAV data.

100% private — runs in your browser
No fabricated data — built from daily NAV
Educational analysis — not investment advice
1

Download the template

Fill in from your broker statement, Kuvera, Groww, or Zerodha. Columns: Fund Name, ISIN (optional), Units, Purchase NAV, Purchase Date.

⬇ Download template CSVFund Name · ISIN · Units · Purchase NAV · Date · Plan
2

Upload your filled CSV

Parsed in your browser — nothing is sent to any server.

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Drop CSV here or click to browse
Accepts .csv files only
Privacy: Your CSV is parsed entirely in your browser. Holdings data is never sent to any server. Fund metrics are matched and fetched after analysis completes.