A statement tells you what you hold. MF Analyser connects that picture to what your funds own, what changes each month, and the decisions you want to review.
For individual investors, families and advisors. Your portfolio stays in your signed-in workspace.
Workflow illustration · no customer portfolio data shown
These tools work together, but they answer different questions. Start by understanding the holdings and transactions you have. Then keep reviewing the evidence as new data arrives.
“What does my portfolio look like today?”
Bring a supported CAS into a structured portfolio review. See your investments together, inspect allocation and concentration, and examine return and risk figures with their calculation basis.
“What has changed, and what needs my attention?”
Connect a saved portfolio to a private review workspace. Follow monthly underlying holdings, compare possible changes, track confirmed activity and preserve the reasoning behind a decision.
Choose a question to see what you can investigate. The examples below explain the tools; they are not investment recommendations or results from a customer account.
A portfolio can sit above its remaining cost while losing value over a more recent period. Both can be true. Pulse separates those questions instead of making one impressive number stand in for everything.
If cash-flow history needs reconciliation, a folio worklist shows what needs review. Missing evidence is not silently invented.
Read the date and basis alongside the number.
Compare accepted month-end disclosures to inspect new and absent holdings, stock-weight changes, sector direction and comparable disclosed quantities. Look across one, two or three months when the necessary filings are available.
Weight changes can reflect prices, flows and trading. Monthly snapshots do not reveal every trade or prove manager skill.
Each comparison keeps its actual source dates.
Two schemes can hold many of the same companies. Pulse combines the disclosed holdings to show where repetition sits, how fund pairs overlap, and how much of your selected portfolio the analysis actually covers.
A low-change scenario is not a recommendation to sell. Costs, non-equity holdings, missing look-through and personal suitability still matter.
The fund names differ. Some of the underlying exposure may be the same.
Compare peers on the available aligned metrics, inspect allocation presets, and save a rebalance proposal. In Decision Lab, capture a current mix against an alternative with the same starting money and assumed contributions.
Peer samples are dated and coverage-dependent. Hypothetical comparisons do not decide which fund is suitable for you.
Save first. Review the forward evidence later.
Set conditions that matter to you: larger monthly fund changes, concentrated fund-house exposure, stale NAV marks, missing disclosures or SIP payments awaiting confirmation. Review them in your private inbox.
Rules and automatic checks must be enabled. An expected SIP is not treated as an executed investment.
In-app updates · optional email · configurable checks
Start with a plain-English summary. Open the underlying figures when you need to check the reasoning. Data availability and the selected report or workspace access determine what can be shown.
Review funds, folios, recorded units and dated values. Add confirmed transactions separately from your original CAS and use the cash-flow worklist to resolve incomplete return history.
Read available historical volatility, drawdown and correlations alongside their dates and scope. A current-mix historical illustration is clearly separated from your actual investor return.
Look through accepted disclosures to company and sector exposure. Fund-house and fund-category allocations remain distinct from the assets the underlying schemes actually own.
Compare stock-weight redistribution, additions and absences, top-holding continuity and comparable quantity changes over available monthly intervals. Read observations, not an invented manager rating.
Explore available same-category peers and ranked metrics. Start with supported allocation presets, inspect a proposed mix and save a review plan before deciding whether to act elsewhere.
Work through acquisition-lot and classification evidence. Where usable, inspect holding-period estimates and recorded lock-in dates; confirm scheme terms before relying on an exit-load estimate.
Register a running SIP schedule, track expected instalments and reconcile actual payments with confirmed transactions. An overdue confirmation remains a review item rather than a guessed purchase.
Download a report for the selected investor, export relevant CSV evidence and return to saved proposals. Source dates and review worklists travel with the explanation.
It is easy to think, “I should have switched that fund.” It is harder to remember the alternative you actually considered, the date, the cash-flow assumptions and the evidence you had then.
Decision Lab gives that comparison a dated record. Save a current mix against an alternative, keep the opening assumptions, and return to the same question when a forward checkpoint matures.
Explore Decision LabCheckpoints need a matured window and valid source data. Model outcomes are hypothetical.
Choose the depth the moment needs. Pulse reports use the selected client and investor scope, with readable charts, source dates and the evidence needed to interpret the figures.
The complete review: overview, allocation, return evidence, risk illustrations, overlap, monthly changes, peers, tax readiness, SIPs, alerts and saved plans. Evidence appendices keep the selected folios, holdings and transactions available for deeper checking.
For the full pictureA shorter conversation starter: the main portfolio figures, allocation, historical risk illustration and practical review points. Use it when a client or family member needs the essentials without the full evidence appendix.
For a focused conversationFocus on the new evidence: sector shifts, available one-, two- and three-month fund comparisons, disclosed fund behaviour and larger stock-exposure changes, with the dates that make the comparison meaningful.
For the next portfolio reviewCover illustrations above are design previews. Your actual report reflects your selected workspace and available data. No customer statement or report is publicly displayed here.
For investors who want to understand their portfolio beyond a balance or fund rating. Use the review to ask better questions and keep your own record of the answers.
Worth considering when: you want a repeatable review process and expect to return as new data arrives.
For advisors and distributors reviewing saved client portfolios. Keep the chosen client and investor scope clear, move from evidence to a discussion, and leave the client with something readable.
Worth considering when: you repeat the same analysis for clients and want more consistent explanations and records.
The value is not a promise of a better-performing fund. It is less manual gathering, more context around the numbers and a clearer record of what you reviewed.
Holdings, underlying exposures, monthly changes, comparisons and reports connect to the same selected portfolio. Spend the review explaining the evidence instead of collecting it from separate sheets.
A one-off statement becomes more useful when you can return to fresh NAV marks and monthly filings, inspect the changes and use chosen alerts to identify a review item.
Saved comparison dates, explicit assumptions and downloadable evidence make a later review more concrete. You can revisit the question you actually asked, rather than a version reconstructed after the result.
NAV marks, monthly disclosures and decision observations have different dates. Pulse preserves that distinction. A filing observed today is not backdated into a claim that you knew it earlier.
Missing filings, incomplete cash flows and unsupported tax classifications are review items. When the evidence does not support a complete result, the platform shows the gap.
Client and investor selection control the scope of private analysis and exports. Your statement data is not part of this public product page, and report generation does not send your portfolio to an external PDF service.
Research plans, one-off analysis reports and ongoing Pulse access serve different needs. Choose the route that matches the work you want to do.
Choose a report level in Portfolio Analysis, from a holdings snapshot to a deeper review and workspace features.
Per-report levels. Current terms and upgrade charges are on the pricing page.
Start your analysis →Research subscriptions add the tools listed in your chosen plan. Advisor also adds professional builder and client-workflow capabilities.
Research plan prices come from the site’s current plan catalogue. Check its full features and billing terms.
Compare research plans →Keep following your saved portfolios with monthly changes, chosen alerts, scenarios, reports and Decision Lab.
MRP ₹323 per portfolio per month. Monthly auto-debit by UPI AutoPay or card; cancel any time — the paid month stays open. Add portfolios whenever you need.
Start Portfolio Pulse →The practical details about data, calculations, access and what the tools can do.
Portfolio Analysis helps you bring mutual fund investments from a supported Consolidated Account Statement (CAS) into one review. It connects your holdings and recorded transactions with allocation, return and risk analysis, and deeper look-through where source data is available. Report access depends on the level you choose.
Portfolio Pulse is an ongoing private workspace connected to your saved portfolio. It adds monthly fund-disclosure comparisons, overlap analysis, peer comparisons, rebalance scenarios, SIP tracking, configurable alerts, reports and a dated Decision Lab. It helps you review changes after your initial analysis.
It links three jobs: understand your own portfolio, follow changes inside its funds, and preserve the assumptions behind a comparison for later review. Monthly disclosures, source dates, coverage and saved decision dates stay visible. This describes the product approach; it is not a claim that no other provider has similar features.
Yes, when the relevant accepted monthly disclosures are available. Pulse compares disclosed stock and sector exposure across the selected month-end snapshots. Missing or incomplete sources are identified. A change in weight alone does not prove that a fund manager bought or sold a security.
No. Different funds can own many of the same companies. Pulse combines disclosed underlying holdings, shows shared exposures and compares fund pairs. It also offers hypothetical trim or removal scenarios, so you can inspect what changes before making a decision. These are research scenarios, not buy or sell recommendations.
The basis is labelled. Investor cash-flow return needs complete, reconciled transaction evidence. A current-unit NAV move and a historical fixed-mix illustration answer different questions and are shown separately. Short since-statement periods are shown as period returns rather than prominently annualising a few weeks of performance. Missing history is flagged for review.
Pulse can refresh connected NAV and monthly disclosure data. That does not import new bank, demat or mutual fund transactions. Add confirmed purchases and redemptions, and reconcile SIP payments, to keep the private portfolio current. A registered SIP schedule alone is not evidence that money was invested.
Choose your investor, create or enable alert rules, and turn on automatic checks. Available conditions include monthly fund movement, unchanged comparable disclosures, fund-house concentration, stale NAV marks, missing monthly filings and SIP confirmations that are due. Email updates require a separate opt-in to your own account address. Delivery also depends on the receiving mail service; SMS and WhatsApp delivery are not currently connected.
Save a current mix against an equal-weight mix, a per-scheme cap or a saved rebalance allocation. Both models use the same opening money and assumed contributions. The journal preserves the date and assumptions for later 30, 90 and 180-day checkpoints, subject to valid NAV coverage. The results are hypothetical model outcomes, not the return earned in your investment account.
Monthly disclosed stock changes can be recorded now. Forward stock-outcome and old-versus-new basket calculations additionally need a matured observation window and consistently adjusted security-price evidence. An automatic stock-price feed is not connected. Fund holdings alone cannot establish manager trading profit or investment skill.
The Pulse report centre provides a Master portfolio report, a four-page Client snapshot and a Monthly changes report. The Master brings the selected investor scope, analysis, source dates, review items and evidence appendices together. Relevant sections also provide CSV or private evidence exports. Availability follows the data in your selected workspace.
Research subscriptions, one-off portfolio reports and Pulse tracking access are separate access paths today. The pricing page lists current research plans and report levels. Pulse access is currently managed through your account by MF Analyser; purchasing a research plan alone should not be taken as confirmation that Pulse is included. Contact the team to confirm your tracking access before paying for it.
Yes. An advisor can work with saved clients under their account, select the relevant client or investor, compare schemes and scenarios, and download a report for discussion. Advisor research tools and limits are listed on the pricing page. Client consent, suitability review and professional obligations remain the advisor’s responsibility.
No. Analysis, model comparisons and rebalance proposals do not execute transactions. The tools help you understand and review evidence. They do not promise higher returns, provide a personalised suitability decision or replace professional investment and tax advice.
Understand what you own, follow what changes and keep the evidence behind your next review.
Research and review tools, not personalised investment advice. Scenario results are hypothetical. Source coverage varies by scheme and date. Investment and tax decisions require your own review and, where needed, qualified professional guidance.
