Portfolio Management

Analyze CAS PDFs and IBKR CSVs in one dashboard. Auto-extract holdings, compute transaction-based XIRR (INR/USD), review allocation views, and export cashflows for independent verification.

A smart cashflow rebalancing engine that minimizes allocation drift across investors, with built-in tax-slab optimization and automated international TCS handling.

Discover how to intelligently allocate monthly SIPs across multiple family members, optimize for tax slabs, handle international assets with TCS, and rebalance portfolios using cashflow—all without selling existing holdings.