Portfolio X-ray: see what is really inside your portfolio
Upload your CAS statement or broker holdings file and see where your money sits, the concentration and risk checks, overlap between your funds and shares, and what is happening in each share.
Chapters
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Open Portfolio X-rayWhat the video shows
Portfolio X-ray shows what is really inside a portfolio. Bring it in three ways: a CAS (Consolidated Account Statement) PDF from NSDL, CDSL, CAMS or KFintech, with its password; a holdings file exported from your broker (Zerodha, Groww, Angel One, Upstox); or by typing your holdings in. The CAS and its password are read in memory to build the X-ray and are never stored, and your PAN, name and folio numbers are never kept.
The X-ray shows the value, invested amount and gain or loss; where the money sits by holding, sector, company size and asset type; health checks against fixed guides (single company, top five, biggest sector, small caps, promoter pledges, beta, volatility, worst fall and the past year's return against NIFTY 50); the overlap between your funds and the shares you hold directly; and what is happening in each share: results dates, promoter buying, selling and pledges, bulk and block deals and a technical snapshot.
Nothing is stored unless you choose to save the portfolio, and you can delete it any time. This video uses a made-up sample portfolio. Portfolio X-ray is a tool, not a recommendation.
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