A second set of eyes on your portfolio

Upload your consolidated account statement, or search for each fund you hold and enter what it is worth. We read each fund's category and plan from AMFI data and look up what each equity fund holds. The check covers overlap between funds, regular plan commissions, holdings too small to matter, concentration and the split between equity, debt and gold.

Overlap is the part of two funds that sits in the same shares. For every pair of equity funds you hold, we compare their latest disclosed holdings and add up the weight they share. Two large cap funds often overlap by half. Above about 40%, the second fund adds little that the first does not already give you.

Most portfolios are well covered by four to seven funds: a core equity fund or two, something for mid and smaller companies, and debt for stability. Beyond that, each extra fund tends to repeat what you already own while adding paperwork and cost.

No. The PDF is opened and read by your browser, on your device, and never leaves it. Only the fund identifiers and unit counts found in it are sent to our server, so each fund can be priced at today's NAV. No name, PAN or folio number is sent. Nothing is saved unless you ask for the full report.