Portfolio Management 5

Open-source parsers that turn Indian bank, credit card, mutual fund and IBKR statements into structured data. Runs as a web app, a CLI, or a library in Rust, Python or JavaScript — and the files never leave your device.

Static SIPs blindly invest fixed amounts regardless of portfolio drift. Cashflow-Based Rebalancing uses new investments to continuously correct allocation drift — enabling tax-efficient perpetual rebalancing during the accumulation phase.

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.

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.

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