IMPORT
Bring your entire portfolio
in 30 seconds.
CAS from CAMS/KFintech, or your NJ Wealth valuation report — we parse everything automatically.
GET YOUR CAS
Email yourself the statement
HOW IT WORKS
01
Request CAS
2 minutes via CAMS or KFintech. Free, arrives by email.
02
Drop it here
We parse every fund, folio, and NAV.
03
Dashboard ready
XIRR, tax savings, rebalance plan — instantly.