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Crisis
Stress Tester
What happens in a market crash?
Simulate your portfolio against GFC, Covid, Euro Crisis, and Taper Tantrum using actual sector-level drawdowns.
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SIP
Monte Carlo
Project your SIP with 1,000 simulations
Model the full range of SIP outcomes across 1,000 simulated market paths. See best, worst, and median scenarios.
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Holdings
Overlap Detector
Am I really diversified?
Find hidden stock overlap between your mutual funds. See exactly which holdings are shared and by how much.
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Sectors
Portfolio X-Ray
Where is my money actually invested?
Break down your portfolio by sector, market cap, and top underlying stocks across all your funds.
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Info
Fund Profile
Complete snapshot of any single fund
Dive deep into one fund: its top holdings, sector mix, category, AUM, and key characteristics.
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Recovery
Drawdown Analyzer
How did this fund fare in big crashes?
Analyse historical drawdown depth and recovery time for any fund across major market crises.
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SWP
SWP Calculator
Will my corpus last my retirement?
Run 1,000 Monte Carlo simulations on your corpus using a real fund's NAV history. Get survival probability, median outcome, and P10/P90 bands.
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Compare
Fund Compare
Head-to-head on returns, risk & charts
Side-by-side comparison of returns, Sharpe, max drawdown, rolling returns chart, rolling volatility, and correlation.
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Report
Portfolio Health Check
Full picture: overlap, resilience & efficiency
Combines overlap, crash stress test, and Markowitz optimisation into one report. Get a single view of your portfolio's diversification, resilience, and efficiency.
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Screen
Fund Type Screener
Compare all funds within a category
Pick a fund type (e.g. Large Cap, Floating Rate) and instantly compare all funds in that category on CAGR, volatility, Sharpe, max drawdown, and TER.
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Backtest
Rebalancing Analyser
Monthly vs quarterly vs never — what worked best?
Simulate your portfolio across 5 rebalancing frequencies using real NAV history. Compare CAGR, volatility, Sharpe ratio, and max drawdown to find the optimal rebalancing cadence.
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Portfolio
Strategy Compare
Your portfolio vs the rebalancing strategy
Enter your actual transactions and see how the Proprietary Tactical Asset Allocation Strategy would have performed with the same cash flows — CAGR, Sharpe, drawdown, and final value compared side-by-side.
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Strategy
Strategy Results
Prop strategy performance dashboard
Track and showcase your proprietary strategy's performance — equity curve, monthly return heatmap, drawdown, and risk-adjusted metrics vs benchmark.