FolioQ is being built
A simple way to see the return your mutual funds actually earned, from the CAMS or KFintech statement you already get by email. It is not open yet. We will open it to a small group of early users first, when it is ready.
Opens an email to hello@folioq.in. We write once, when it opens. No newsletter.
What it will do
Upload one statement, see what you actually earned
Your true XIRR
One yearly rate across every scheme, worked out from each purchase, redemption and switch on its real date. Labelled an estimate when your statement does not cover your full history.
Every holding in one place
Each scheme combined across folios, with its current value and gain.
A daily‑NAV performance chart
Built from the daily NAVs AMFI publishes, not only the dates printed on your statement.
No signup, and your PDF is not kept
Upload a CAMS or KFintech statement without creating an account. The file is read and discarded; only the fund transactions are kept, and you can delete them yourself.
Progress
Where things stand
An honest picture, updated as we go. We will not put dates on anything until it is ready.
Working
Running in our test setup
- Reading a detailed CAMS or KFintech statement (CAS PDF)
- Computing true XIRR across all your schemes
Building
What we are on now
- Polishing the holdings view and the daily‑NAV chart
- Production hosting, daily NAV updates and automatic deletion of unused data
- A privacy and legal review before anyone uploads a real statement
Later
After the first users are in
- Zerodha CSV upload for stocks
- A capital gains (tax) view
Want to be one of the first?
Email us and we will write once, when FolioQ opens for early users. Manoj Attal reads every message.
Email hello@folioq.inYour email is used only for that one message. Reply “stop” at any time and it is deleted. Please do not send your statement or PAN.