TruEdge Financial Services

TruEdge Portfolio Intelligence

Portfolio Analysis Engine

Upload your CAMS or KFintech CAS export. The engine scores your portfolio across four dimensions and surfaces the structural gaps that determine long-term wealth outcomes.

Asset Allocation Efficiency

How closely your allocation matches the model for your risk profile

Diversification Quality

Fund concentration, AMC spread, market cap distribution, overlap

Fund Performance

Asset-weighted return quality across your holdings

Portfolio Discipline

SIP consistency, redemption behaviour, and rebalancing evidence

Supported file formats

• CAMS CAS PDF export (save as CSV first)

• KFintech consolidated account statement (CSV)

• Any portfolio CSV with scheme name, units, NAV, value columns

• Excel files (.xlsx, .xls) with holdings and/or transaction sheets

Upload Your Portfolio

Drop your CAS file here, or click to browse

Mutual fund CAS from CAMS or KFintech — not a demat/equity statement

Your file is processed server-side and never stored. Only the score results are retained.

Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing.

Past performance is not indicative of future results. This analysis is for informational purposes only and does not constitute personalised investment advice.

TruEdge Financial Services is an AMFI Registered Mutual Fund Distributor — ARN No. 344270