MFPA - Mutual Fund Portfolio Analyzer

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MFPA is a Finance tool that analyzes mutual fund portfolios instantly. Users can upload CAS statements to get XIRR returns, asset allocation, and investment timelines with real-time NAV updates.

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At a glance

Pricing

Free

Free tier

Yes

API

Skill level

Non-technical

About

What is MFPA - Mutual Fund Portfolio Analyzer?

MFPA (Mutual Fund Portfolio Analyzer) is a free online tool designed for Indian mutual fund investors seeking a unified view of their investments. It allows users to upload their CAMS or KFintech CAS statements to receive instant insights into their portfolio. Key features include accurate annualized returns (XIRR) calculation, scheme-wise breakdown of holdings, asset allocation across various categories like Large Cap and Mid Cap, and a visual investment timeline across financial years. The tool ensures data privacy with a zero-storage policy, processing all financial data in memory without saving it to servers. It provides real-time NAV updates for accurate portfolio valuation and detailed reports on individual fund performance.

Best used for

Ideal for Indian mutual fund investors who need to consolidate their investments from various platforms, track their true annualized returns (XIRR), and visualize their asset allocation. Especially valuable for those seeking a free, secure, and instant portfolio analysis without requiring signup.

Common actions

analyze mutual funds

track investment performance

understand asset allocation

monitor portfolio returns

fintechInvesting

Capabilities

Key features

XIRR returns calculation
Scheme-wise breakdown
Asset allocation analysis
Investment timeline visualization
Real-time NAV updates
Zero data storage policy

Target Audience

retiree

Integrations

Not yet documented

Pricing & Plans

Free

FAQs

Which types of CAS statements does MFPA support?

MFPA supports Mutual Fund CAS statements from CAMS or KFintech. It does not support CDSL CAS statements, which typically include Demat and MF holdings and are sent monthly by email. Users should request the correct CAS manually from CAMS or KFintech.

Is my financial data safe when using MFPA?

Yes, MFPA follows a strict Zero Storage Policy. Your CAS file is processed entirely in memory and never saved to any server or database. Your password is used only for decryption and is never stored or logged, with all data discarded immediately after generating insights.

What kind of insights can I get from MFPA?

MFPA provides a comprehensive portfolio snapshot including XIRR and absolute returns, scheme-wise breakdown of units held and performance, asset allocation across categories like Large Cap and Mid Cap, and a complete investment timeline across financial years.

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