Fam 1.0.3.2

Features

• Click-to-run portable version
• Transactions overview
• Mutual funds overview with current P/L, XIRR, and unrealised ST/LT capital gains with respective units and amount
• Categories & subcategories overview
• Categories and subcategories chart
• Portfolio level current and lifetime XIRR
• XIRR at 5 different levels- transaction, fund, subcategory, category and portfolio
• Folio grouping
• Capital gains for current and previous financial year
• Fund-wise and capital-gain-wise transaction filters
• Links to download latest statements from CAMS and KFintech

Screenshots

Pre-requisite

• .NET 10.0 (windows)
  Requires one time installation of .NET Desktop Runtime 10.0, if not already installed on your system.
  You can download and install its latest version from here: https://dotnet.microsoft.com/en-us/download/dotnet/10.0

Provide your inputs and feedback in discussion.