Copy My Real Portfolio
STEP 1 OF 4 · GET YOUR STATEMENT
Get your statement in ~5 minutes
One PDF holds your full mutual-fund history. Pick where to get it — we'll walk you through, then you upload it here.
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CAS statement (PDF)
CAMS / KFintech — the detailed statement
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Excel template
For data from any broker/app export
Choose a source
RECOMMENDED
CAMS
Email · ~5 min
KFintech
Email · ~5 min
🕐 ~5 min total
📧 arrives by email
✓ covers all funds
1
Open the CAMS statement page
No sign-up needed — it's a public form. Opens in your browser.
Open CAMS ↗
2
Match your form to this
Three choices matter — get these right and everything else is easy:
camsonline.com › Statements › CAS
Statement
CAMS + KFintech ✓
CAMS only
Statement type
Detailed ✓
Summary
Period
Since inception ✓
Last 1 year
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If you only see date fields, set From to before your first investment (e.g. 01-Jan-2000).
3
Enter your email & a password
Use the email registered with your funds. You'll create a password that locks the PDF.
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This is a password you create to lock the statement PDF — not your account password. Remember it; we'll ask for it when you upload.
4
Check your inbox → upload here
The PDF lands in 2–5 minutes from donotreply@camsonline.com. Upload the attachment exactly as received.
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Waiting for the email? Grab a coffee — or tap Continue now and we'll be ready when it arrives.
Quick rules
✓ DO
Pick Detailed — Summary has no transaction dates, so SIP detection fails.
✕ DON'T
Pick a short period — old SIPs will look brand-new in the Lab.
✓ DO
Upload the email attachment as received.
✕ DON'T
Print-to-PDF, edit or re-save it — that breaks parsing. NSDL/CDSL eCAS is a different document — not supported.
Stuck? Ask Zen
I have my CAS — continue
Don't have it yet? Continue anyway — you can upload when it arrives.