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Analyze your portfolio

Upload a PDF, CSV or Excel (.xlsx) statement from any major broker. The analysis takes 2–4 minutes — we fetch live market data for your biggest holdings.

Drop your portfolio PDF, CSV or Excel here or click to browse · max 10 MB

Please upload an unlocked PDF. If your statement is password-protected, open it, enter your password, then save or re-download it as an unlocked PDF — otherwise the analysis won't work.

Best results: upload a statement that shows your buy price / invested amount (e.g. a holdings CSV/statement from HDFC Securities, Zerodha Console, or Groww) rather than a plain DP holding statement — it unlocks exact P&L and tax analysis.

Your age (optional) Currency

Investment goal (optional, sharper analysis)

Time horizon (optional) Roughly how much you invested (optional) Total buy cost of this portfolio. Enables approximate gain & LTCG math when your statement doesn't show buy prices.

Investment gold held outside this statement (optional) Investment gold only — coins, bars, digital gold, SGBs. Not jewellery. Helps assess your true allocation.

🔒 Your file is deleted right after data extraction. Your report is saved privately to your account — delete it anytime.

Examining your portfolio

Reading statement...
Extracting holdings...
Analyzing + fetching live market data...
Composing report...

This typically takes 2–4 minutes. Your spot is safe even if you close this tab.

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