Mutual Fund Portfolio Analyzer from CAS – Instant portfolio analysis from your CAS statement

Summary: This tool analyzes your mutual fund portfolio by processing your CAS PDF to generate a detailed report showing portfolio XIRR, investment versus current value, fund allocation, and sector exposure. It provides a consolidated view of portfolio performance and diversification without requiring login or account linking.

What it does

Users upload their CAS (Consolidated Account Statement) PDF, and the tool extracts transaction and holding data to produce a portfolio health report. The report includes portfolio XIRR, total investment versus current value, sector allocation, fund allocation, and identifies top and bottom performing funds.

Who it's for

It is designed for mutual fund investors in India who want a clear, consolidated analysis of their portfolio beyond individual fund performance.

Why it matters

It reveals hidden portfolio issues such as sector concentration, repeated stock exposure across funds, and underperforming funds that typical mutual fund apps do not show, enabling better-informed investment decisions.