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.