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Portfolio Manager
Track, analyze, and optimize your fund investments
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My X-Ray Portfolios
Select a saved portfolio to view analytics, or upload a new one.
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Upload your first portfolio statement to get AI-powered fund insights.
Drop your statement here
AMFI, CAMS, KFintech, broker CSV — or any Excel/PDF portfolio file
Accepts CSV, Excel (.xlsx/.xls), or PDF · Max 10 MB · Processing time ~15–30 seconds
Import from Google Sheets
Share your sheet as File → Share → Anyone with the link → Viewer, then paste the URL below.
Your sheet data is processed in-memory by Claude AI — never stored without your confirmation.
Or add a fund manually
Claude AI is reading your portfolio…
Identifying fund names, tickers, and ISINs
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| Fund Name (AI identified) | Identifier | Qty / Value | StanShare Match | Confidence |
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Portfolio X-Ray
AI-powered portfolio analysis
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| Fund | Type | Country | Weight | 1Y Return | Sharpe | Exp. Ratio |
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Load an X-Ray portfolio first, then switch here to see its category breakdown.
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Analyzing portfolio…
