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Track, Compare, Outperform: Portfolio Analytics That Matter

Track, Compare, Outperform: Portfolio Analytics That Matter

Track, Compare, Outperform: Portfolio Analytics That Matter

Understand exactly how your Mutualfunds portfolio are performing with a true apples-to-apples comparison against respective benchmark funds or your wishlist fund by mimicking your exact investment amounts and investment dates.

Understand exactly how your Mutualfunds portfolio are performing with a true apples-to-apples comparison against respective benchmark funds or your wishlist fund by mimicking your exact investment amounts and investment dates.

Analyze My Portfolio Now

Analyze My Portfolio Now

Analyze My Portfolio Now

How it works?

How it works?

Our simple 6-step process gives you valuable insights into your mutual fund portfolio performance
Our simple 6-step process gives you valuable insights into your mutual fund portfolio performance

1

Get CAMS Statement Ready

Download your CAMS mutual fund transaction statement in PDF format

1

Get CAMS Statement Ready

Download your CAMS mutual fund transaction statement in PDF format

1

Get CAMS Statement Ready

Download your CAMS mutual fund transaction statement in PDF format.

2

Select Package

Choose between our standard or custom benchmark analysis packages

2

Select Package

Choose between our standard or custom benchmark analysis packages

3

Upload Statement

Securely upload your CAMS mutual fund statement for analysis

3

Upload Statement

Securely upload your CAMS mutual fund statement for analysis

4

Expert Analysis

Our professional tool analyze your portfolio against selected benchmark funds

4

Expert Analysis

Our professional tool analyze your portfolio against selected benchmark funds

5

Download Report

Access your comprehensive portfolio analysis report

5

Download Report

Access your comprehensive portfolio analysis report

6

Schedule Consultation

Book a session with our experts to review findings and get recommendations

6

Schedule Consultation

Book a session with our experts to review findings and get recommendations

1

Get CAMS Statement Ready

Download your CAMS mutual fund transaction statement in PDF format

1

Get CAMS Statement Ready

Download your CAMS mutual fund transaction statement in PDF format.

2

Select Package

Choose between our standard or custom benchmark analysis packages

3

Upload Statement

Securely upload your CAMS mutual fund statement for analysis

4

Expert Analysis

Our professional tool analyze your portfolio against selected benchmark funds

5

Download Report

Access your comprehensive portfolio analysis report

6

Schedule Consultation

Book a session with our experts to review findings and get recommendations

Powerful Features to Optimize Your Portfolio

Powerful Features to Optimize Your Portfolio

Discover how our professional tools can help you maximize returns and make better investment decisions
Discover how our professional tools can help you maximize returns and make better investment decisions

Benchmark Comparison

Compare your portfolio against benchmarks by mimicking your exact investments to identify underperforming funds in your portfolio

Benchmark Comparison

Compare your portfolio against benchmarks by mimicking your exact investments to identify underperforming funds in your portfolio

Benchmark Comparison

Compare your portfolio against benchmarks by mimicking your exact investments to identify underperforming funds in your portfolio

Historical Performance Tracking

Track your investments over time against market conditions and economic events

Historical Performance Tracking

Track your investments over time against market conditions and economic events

Historical Performance Tracking

Track your investments over time against market conditions and economic events

Expert Consultation

One-on-one sessions with our financial experts to discuss your portfolio

Expert Consultation

One-on-one sessions with our financial experts to discuss your portfolio

Expert Consultation

One-on-one sessions with our financial experts to discuss your portfolio

Rebalancing Recommendations

Suggestions to keep your portfolio aligned with your investment goals and eliminate the underperforming funds.

Rebalancing Recommendations

Suggestions to keep your portfolio aligned with your investment goals and eliminate the underperforming funds.

Rebalancing Recommendations

Suggestions to keep your portfolio aligned with your investment goals and eliminate the underperforming funds.

Detailed Reports

Comprehensive reports with actionable insights and clear visualizations

Detailed Reports

Comprehensive reports with actionable insights and clear visualizations

Detailed Reports

Comprehensive reports with actionable insights and clear visualizations

Secure Data Processing

Bank-level encryption and security for all your financial information

Secure Data Processing

Bank-level encryption and security for all your financial information

Secure Data Processing

Bank-level encryption and security for all your financial information

Our Analysis Packages

Our Analysis Packages

Select the perfect package to gain insights into your investment performance with our comprehensive benchmark comparison analysis.
Select the perfect package to gain insights into your investment performance with our comprehensive benchmark comparison analysis.

Mutual Funds

Stocks

Lite

For individuals with Standard benchmark comparison

Free

/ per analysis

Get Started

Key Features:

Single PAN Investment

Portfolio vs 6 Standard Benchmarks

Performance Visualization Charts

Rolling Return Analysis

Comprehensive PDF Report

30-min Expert Consultation

Plus

Most Popular

For individuals. Advanced analysis with rebalancing recommendations

₹999

/ per analysis

Get Started

Key Features:

Single PAN investment

Portfolio vs 6 Standard Benchmarks & 6 Custom Funds

Performance Visualization Charts

Comprehensive PDF Report

Rolling Return Analysis

Fund Recommendations & Back-testing

1-hour Expert Consultation

Family

Combined Family portfolio analysis with rebalancing recommendations

₹1,399

/ per analysis

Get Started

Key Features:

Up to 3 PANs Investment

Combined Family Portfolio Analysis

Portfolio vs 6 Standard Benchmarks & 6 Custom Funds

Performance Visualization Charts

Rolling Return Analysis

Fund Recommendations & Back-testing

Comprehensive PDF Report

1-hour Expert Consultation

Detailed Feature Comparison

Compare Plans

Lite

Free

Get Started

Plus

₹999

Get Started

Family

₹1,399

Get Started

Portfolio Analysis

PAN Coverage

1 PAN

1 PAN

3 PANs

Combined Family Portfolio Analysis

Investment Overview Summary

Benchmark Comparisons

Standard Benchmark Comparisons

Custom Fund Comparisons

Number of Custom Funds

6

6

Performance Analysis

Performance Visualization Charts

Rolling Return Analysis

NAV Purchase Analysis

Risk-Prudence Analysis

Portfolio Optimization

Fund Recommendations

Back-testing Performance

Documentation & Reports

Comprehensive PDF Report

Detailed Transaction Summary

Tax Report for Withdrawals

Professional Consultation

Expert Analysis Review

30 mins

1 hour

1 hour

Need a Custom Solution?

For sophisticated analysis of multiple client portfolios, leveraging our apples-to-apples benchmark comparison methodology, we offer tailored solutions.

Contact Us for Custom Plans

Mutual Funds

Stocks

Lite

For individuals with Standard benchmark comparison

Free

/ per analysis

Get Started

Key Features:

Single PAN Investment

Portfolio vs 6 Standard Benchmarks

Performance Visualization Charts

Rolling Return Analysis

Comprehensive PDF Report

30-min Expert Consultation

Plus

Most Popular

For individuals. Advanced analysis with rebalancing recommendations

₹999

/ per analysis

Get Started

Key Features:

Single PAN investment

Portfolio vs 6 Standard Benchmarks & 6 Custom Funds

Performance Visualization Charts

Rolling Return Analysis

Fund Recommendations & Back-testing

Comprehensive PDF Report

1-hour Expert Consultation

Family

Combined Family portfolio analysis with rebalancing recommendations

₹1,399

/ per analysis

Get Started

Key Features:

Up to 3 PANs Investment

Combined Family Portfolio Analysis

Portfolio vs 6 Standard Benchmarks & 6 Custom Funds

Performance Visualization Charts

Rolling Return Analysis

Fund Recommendations & Back-testing

Comprehensive PDF Report

1-hour Expert Consultation

Detailed
Feature Comparison

Lite

Free

Plus

₹999

Family

₹1,399

Compare

Plans

Portfolio Analysis

PAN Coverage

1 PAN

1 PAN

3 PANs

Combined Family Portfolio Analysis

Investment Overview Summary

Benchmark Comparisons

Standard Benchmark Comparisons

Custom Fund Comparisons

Number of Custom Funds

6

6

Performance Analysis

Performance Visualization Charts

Rolling Return Analysis

NAV Purchase Analysis

Risk-Prudence Analysis

Portfolio Optimization

Fund Recommendations

Back-testing Performance

Documentation & Reports

Comprehensive PDF Report

Detailed Transaction Summary

Tax Report for Withdrawals

Professional Consultation

Expert Analysis Review

30 mins

1 hour

1 hour

Need a Custom Solution?

For sophisticated analysis of multiple client portfolios, leveraging our apples-to-apples benchmark comparison methodology, we offer tailored solutions.

Contact Us for Custom Plans

Mutual Funds

Stocks

Lite

For individuals with Standard benchmark comparison

Free

/ per analysis

Get Started

Key Features:

Single PAN Investment

Portfolio vs 6 Standard Benchmarks

Performance Visualization Charts

Rolling Return Analysis

Comprehensive PDF Report

30-min Expert Consultation

Plus

Most Popular

For individuals. Advanced analysis with rebalancing recommendations

₹999

/ per analysis

Get Started

Key Features:

Single PAN investment

Portfolio vs 6 Standard Benchmarks & 6 Custom Funds

Performance Visualization Charts

Comprehensive PDF Report

Rolling Return Analysis

Fund Recommendations & Back-testing

1-hour Expert Consultation

Family

Combined Family portfolio analysis with rebalancing recommendations

₹1,399

/ per analysis

Get Started

Key Features:

Up to 3 PANs Investment

Combined Family Portfolio Analysis

Portfolio vs 6 Standard Benchmarks & 6 Custom Funds

Performance Visualization Charts

Rolling Return Analysis

Fund Recommendations & Back-testing

Comprehensive PDF Report

1-hour Expert Consultation

Detailed Feature Comparison

Lite

Free

Plus

₹999

Family

₹1,399

Compare

Plans

Portfolio Analysis

PAN Coverage

1 PAN

1 PAN

3 PANs

Combined Family Portfolio Analysis

Investment Overview Summary

Benchmark Comparisons

Standard Benchmark Comparisons

Custom Fund Comparisons

Number of Custom Funds

6

6

Performance Analysis

Performance Visualization Charts

Rolling Return Analysis

NAV Purchase Analysis

Risk-Prudence Analysis

Portfolio Optimization

Fund Recommendations

Back-testing Performance

Documentation & Reports

Comprehensive PDF Report

Detailed Transaction Summary

Tax Report for Withdrawals

Professional Consultation

Expert Analysis Review

30 mins

1 hour

1 hour

Need a Custom Solution?

For sophisticated analysis of multiple client portfolios, leveraging our apples-to-apples benchmark comparison methodology, we offer tailored solutions.

Contact Us for Custom Plans

Frequently Asked Questions

Frequently Asked Questions

Getting Started & Account Management

Using the Platform & Analysis

Consultations & Support

Payment & Pricing

Data Privacy & Security

About us

What is this platform and how can it help me?

Who is this platform for?

How do I sign up for an account?

Is my personal and financial data secure?

Can I delete my account?

Getting Started & Account Management

Using the Platform & Analysis

Consultations & Support

Payment & Pricing

Data Privacy & Security

About us

What is this platform and how can it help me?

Who is this platform for?

How do I sign up for an account?

Is my personal and financial data secure?

Can I delete my account?

Getting Started & Account Management

Using the Platform & Analysis

Consultations & Support

Payment & Pricing

Data Privacy & Security

About us

What is this platform and how can it help me?

Who is this platform for?

How do I sign up for an account?

Is my personal and financial data secure?

Can I delete my account?

Getting Started & Account Management

Using the Platform & Analysis

Consultations & Support

Payment & Pricing

Data Privacy & Security

About us

What is this platform and how can it help me?

Who is this platform for?

How do I sign up for an account?

Is my personal and financial data secure?

Can I delete my account?

What Our Clients Say

What Our Clients Say

Hear from investors who have optimized their portfolios with our analysis
Hear from investors who have optimized their portfolios with our analysis

Anil

"What impressed me most about Portfolio Auditor is how it truly understands my investment journey. Instead of just showing generic past returns, it actually mimicked every purchase and redemption I made in my existing funds against my chosen benchmark. Seeing the daily comparison over the last 7 years made it crystal clear whether my fund choices were actually beating the benchmark or not. A real eye-opener!"

Deepa

"I've been investing for over a decade, and while my portfolio has grown, I always wondered if I could have done better. Portfolio Auditor's transaction mimicking feature finally gave me that answer. By simulating my exact investments against a benchmark, I could see day by day where I was lagging. This level of detailed comparison is something I haven't found anywhere else. It's not just about past returns; it's about my returns compared to what could have been."

Suresh

"Finally, a tool that goes beyond simple trailing returns! Portfolio Auditor's ability to simulate my actual transaction history against a benchmark fund is brilliant. I could see exactly how my fund performed relative to the benchmark at each point in time since I started investing 5 years ago. This granular view helped me identify an underperforming fund that I wouldn't have spotted with just standard performance metrics. Highly innovative!"

Anil

"What impressed me most about Portfolio Auditor is how it truly understands my investment journey. Instead of just showing generic past returns, it actually mimicked every purchase and redemption I made in my existing funds against my chosen benchmark. Seeing the daily comparison over the last 7 years made it crystal clear whether my fund choices were actually beating the benchmark or not. A real eye-opener!"

Deepa

"I've been investing for over a decade, and while my portfolio has grown, I always wondered if I could have done better. Portfolio Auditor's transaction mimicking feature finally gave me that answer. By simulating my exact investments against a benchmark, I could see day by day where I was lagging. This level of detailed comparison is something I haven't found anywhere else. It's not just about past returns; it's about my returns compared to what could have been."

Suresh

"Finally, a tool that goes beyond simple trailing returns! Portfolio Auditor's ability to simulate my actual transaction history against a benchmark fund is brilliant. I could see exactly how my fund performed relative to the benchmark at each point in time since I started investing 5 years ago. This granular view helped me identify an underperforming fund that I wouldn't have spotted with just standard performance metrics. Highly innovative!"

Anil

"What impressed me most about Portfolio Auditor is how it truly understands my investment journey. Instead of just showing generic past returns, it actually mimicked every purchase and redemption I made in my existing funds against my chosen benchmark. Seeing the daily comparison over the last 7 years made it crystal clear whether my fund choices were actually beating the benchmark or not. A real eye-opener!"

Deepa

"I've been investing for over a decade, and while my portfolio has grown, I always wondered if I could have done better. Portfolio Auditor's transaction mimicking feature finally gave me that answer. By simulating my exact investments against a benchmark, I could see day by day where I was lagging. This level of detailed comparison is something I haven't found anywhere else. It's not just about past returns; it's about my returns compared to what could have been."

Suresh

"Finally, a tool that goes beyond simple trailing returns! Portfolio Auditor's ability to simulate my actual transaction history against a benchmark fund is brilliant. I could see exactly how my fund performed relative to the benchmark at each point in time since I started investing 5 years ago. This granular view helped me identify an underperforming fund that I wouldn't have spotted with just standard performance metrics. Highly innovative!"

Anil

"What impressed me most about Portfolio Auditor is how it truly understands my investment journey. Instead of just showing generic past returns, it actually mimicked every purchase and redemption I made in my existing funds against my chosen benchmark. Seeing the daily comparison over the last 7 years made it crystal clear whether my fund choices were actually beating the benchmark or not. A real eye-opener!"

Deepa

"I've been investing for over a decade, and while my portfolio has grown, I always wondered if I could have done better. Portfolio Auditor's transaction mimicking feature finally gave me that answer. By simulating my exact investments against a benchmark, I could see day by day where I was lagging. This level of detailed comparison is something I haven't found anywhere else. It's not just about past returns; it's about my returns compared to what could have been."

Suresh

"Finally, a tool that goes beyond simple trailing returns! Portfolio Auditor's ability to simulate my actual transaction history against a benchmark fund is brilliant. I could see exactly how my fund performed relative to the benchmark at each point in time since I started investing 5 years ago. This granular view helped me identify an underperforming fund that I wouldn't have spotted with just standard performance metrics. Highly innovative!"

Anil

"What impressed me most about Portfolio Auditor is how it truly understands my investment journey. Instead of just showing generic past returns, it actually mimicked every purchase and redemption I made in my existing funds against my chosen benchmark. Seeing the daily comparison over the last 7 years made it crystal clear whether my fund choices were actually beating the benchmark or not. A real eye-opener!"

Deepa

"I've been investing for over a decade, and while my portfolio has grown, I always wondered if I could have done better. Portfolio Auditor's transaction mimicking feature finally gave me that answer. By simulating my exact investments against a benchmark, I could see day by day where I was lagging. This level of detailed comparison is something I haven't found anywhere else. It's not just about past returns; it's about my returns compared to what could have been."

Suresh

"Finally, a tool that goes beyond simple trailing returns! Portfolio Auditor's ability to simulate my actual transaction history against a benchmark fund is brilliant. I could see exactly how my fund performed relative to the benchmark at each point in time since I started investing 5 years ago. This granular view helped me identify an underperforming fund that I wouldn't have spotted with just standard performance metrics. Highly innovative!"

Ready to Optimize Your Mutual Fund Portfolio?

Ready to Optimize Your Mutual Fund Portfolio?

Ready to Optimize Your Mutual Fund Portfolio?

Join thousands of investors who have improved their returns with our professional analysis services.
Join thousands of investors who have improved their returns with our professional analysis services.

Analyze My Portfolio Now

Analyze My Portfolio Now

Analyze My Portfolio Now

Features
Pricing
Contact us
Privacy Policy
Terms & Conditions

Designed and Developed by Kabir

Copyright © Portfolio Auditor. All rights reserved

Features
Pricing
Contact us
Privacy Policy
Terms & Conditions

Designed and Developed by Kabir

Copyright © Portfolio Auditor.

All rights reserved

Features
Pricing
Contact us
Privacy Policy
Terms & Conditions

Designed and Developed by Kabir

Copyright © Portfolio Auditor. All rights reserved