Upload CAMS / KFin CAS
Import consolidated account statements from major registrars without manual cleanup.
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Upload CAS statements. Analyze allocation. Track long-term wealth motion.
Household Net Worth
$2.84M
+12.6% YoY
Portfolio XIRR
14.8%
Equity Allocation
61%
Wealth Trajectory
Q1
Q2
Q3
Q4
Q5
Q6
Q7
Core workflows
A compact operating layer for serious portfolio visibility.
Portfolio XIRR
Measure real performance with cash-flow aware return tracking across accounts and time.
Asset allocation analysis
See how equity, debt, and other exposures stack up before drift becomes a problem.
Wealth trajectory
Visualize portfolio growth over time to connect current positioning with future outcomes.