Most people cannot say what is really inside their portfolio, or what is driving its returns. We show you, across seven asset classes. Now also an AMFI registered mutual fund distributor.
Everything is unlocked while we are in early access. No card, no minimum, no lock in.
Broker export, CAS statement, or a screenshot. In about a minute you see what you own, whether it is up, how it did against the market, and where your money is concentrated. No account needed.
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Broker Excel/CSV · CAS PDF (CDSL/NSDL) · App screenshots. We never ask for your broker password.
Five funds with five different names can hold the same eight stocks. Most people find they are far less spread out than they thought.
Your app says you are up 18%. If the Nifty was up 20% over the same time, the market did the work. We show what is actually driving your returns.
Every portfolio has a worst stretch. Knowing yours in rupees, before it happens, is the difference between holding on and selling at the bottom.
Most tools cover one market and stop. Capital Advantage covers the whole book an Indian investor actually holds.
3,400 listed companies, 50 filters, and strategy testing against five years of prices.
Every open scheme, compared on return, cost and what they actually hold.
Full chain, pricing, greeks, margin and position sizing.
Bond yields, deposit comparison, government securities, PPF, NSC and KVP.
Gold, silver and crude, priced by purity and weight.
22 currencies against the rupee, with historical rates.
Live prices and history, converted to rupees.
Attribution separates your picks from the market’s move. Stress tests run your real holdings through real crash correlations. Overlap counts how many times you own the same company. Here is what that last one usually finds.
of the equity in this portfolio sits in eight companies, across what looks like six separate funds.
Capital Advantage is an AMFI registered mutual fund distributor. The analytics stay the product. Once fund-house empanelment is complete you will be able to act on what you find without leaving, and the reporting will follow the money.
You pay us nothing directly. A distributor is paid a trail commission by the asset management company out of the scheme’s expense ratio. Empanelment is in progress and transactions are not live yet.
Free account, takes a minute, no card.
Broker file, CAS, or a screenshot. See what you own, what it is earning, and where the risk is. We never ask for your broker password.
Want to buy, switch or sell mutual funds, or not sure what to do next? We are a registered mutual fund distributor. Message us and we will help you get it done.
Contact usEverything is unlocked while we are in early access. No card, no minimum, no lock in.