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Mutual fund portfolio analysis

Paste your transactions to see what they are worth today, how they are spread, how concentrated they are and your annualised return (XIRR). The analysis runs when you press the button and nothing is stored: no account, no file saved, no log of what you pasted.

Amount is positive for money you put in and negative for money you took out. Find scheme codes on Rankings or a fund's page. Dates are YYYY-MM-DD. Up to 500 lines. Your statement from CAMS or KFintech lists these.

Information only, not investment advice. Past performance does not predict future results. Risk disclosure