Mutual Fund Tracker – App to Track External Mutual Fund Portfolio

You asked We listened!

FinX is now updated with the most requested feature: External Fund Tracker.

Yes, you can now track all of your mutual fund investments on Investica. Even the ones which are not done through Investica.

Advantages of Mutual Fund Portfolio Tracker

The new mutual fund app will help you analyze your portfolio performance.  It will give unique actionable for your investments to keep you ahead of the curve. You will also get a consolidated view of your investments from Investica. Hence, instead of using multiple platforms, you can use FinX to track all mutual fund investments.

How to Use the Mutual Fund Tracker

In three easy steps, you can import your entire mutual fund portfolio on Investica.  Here’s a step-by-step guide:

Step 1: Request the CAS i.e. Consolidated account statement from KFintech’s website

Using the KFintech Website, you can generate a detailed account statement by giving a few inputs like Time Period, Email ID, PAN no., and password.

Make sure that you mention your email id which is registered in all your mutual fund investments. And remember the password that you enter. We will need it again.

Step 2: Upload / Email the statement to FinX

After step 1, you will receive a CAS i.e. Consolidate Account statement on your email ID.

Now you can email the statement to us at cas@investica.com with the password that you set. Or you can upload the statement directly from Investica, with a password for your CAS.

Step 3: We will process the statement and include your outside investments in Investica

In the last step, we will process the statement for you to check on Investica. You can also track this process. Once it is completed, you will receive a notification on the app as well as by email.

You can then check all of your mutual Fund investments in one place.

Some points to keep in mind while using the External Mutual Fund Tracker are:

While downloading the statement from KFintech, make sure that you download the detailed statement and not the summary. As Investica will fetch the transactions and show you the gain made on investments.

The tracker will only show past transactions and not future transactions. For any future transactions that you may carry out on your investments, you will have to generate a new CAS and upload it again.

This mutual fund performance tracker can be only used to analyze portfolio performance. No transactions can be done for mutual fund investments that are not through Investica.

You can download Investica, and import your portfolio now. With this, we are giving more power to you as an Investor, to independently track the investments and take suitable decisions!