Knowledge base
Frequently asked questions
What file formats can I upload?
A Consolidated Account Statement (CAS) PDF, or a CSV export from your broker/fund house. You can also describe your holdings manually.
How is XIRR different from absolute return?
XIRR accounts for the timing and size of every cashflow in and out of your portfolio, so it's a fair comparison even if you invested at different times and amounts.
What does a "Book Profits" verdict mean?
It's an AI-generated observation based on your holding's performance against its benchmark and history — not personalized investment advice. Always use your own judgment.
Is my portfolio data kept private?
Yes — uploaded statements are used only to generate your analysis. See our Privacy Policy for details.