Offer every visitor a free check of their stock or mutual fund portfolio on your own site. They see their allocation, value and returns; you get a verified lead who has already shown you what they hold. Both analyzers are factual tools. They describe the portfolio — concentration, sector and fund mix, direct vs regular plans, XIRR — and never tell anyone what to buy or sell. Add the portfolio: Stocks: type holdings or upload the broker’s holdings CSV. Mutual funds: upload the CAMS, KFintech, NSDL or CDSL consolidated statement, or add purchases by hand. See it free: Value at the latest price or NAV, invested cost, gain, and allocation by stock, sector, company size, asset class, category, fund house and plan type. Verify to unlock more: For the stock analyzer, a WhatsApp code unlocks review levels — plain notes such as a single stock above 20% of the portfolio. Talk to you: The verified lead lands in your funnel with what they analysed and where they came from, ready for a conversation. Allocation, value, gain and XIRR are calculations, not recommendations. Review levels are worded as observations (“above 20% of the portfolio”) with no action attached; every set of notes shown is logged with its rule version. Each page carries a clear disclosure that the analysis is not investment advice. You decide the review levels and the wording your firm is comfortable with.
Consolidated account statements from CAMS, KFintech, NSDL and CDSL are read automatically. Re-uploading the same statement never counts a purchase twice.
XIRR is shown only when the transaction history fully explains every holding. Otherwise the visitor is told why it is not available, instead of seeing a wrong number.
Every fund is classified by AMFI category, asset class and plan type, so a visitor sees how much sits in regular plans — a natural opening for an adviser.
Stock review levels (single stock, single sector, drop below average cost) default to 20%, 35% and 30% and can be set by your compliance team.
The PDF and its password are read once and discarded. We keep only the transactions — never the file, the password, the name or the PAN.
Visitors can delete their analysis at any time. Anonymous analyses are deleted automatically after 90 days.