Import your portfolio
Upload/import mutual fund data so FolioLens can build a clean view of your holdings.
Early access for Indian mutual fund investors
See your mutual fund portfolio clearly.
FolioLens helps you understand performance, overlap, concentration and fund behaviour — without recommendations, rankings, or advisor cosplay.
Launching soon on web and mobile. No spam. No investment advice.
Portfolio clarity
82 Strong signal, some overlapOverlap found3 funds share similar top holdings
Benchmark viewTrack fund behaviour against category
Risk lensConcentration and allocation clarity
The problem
Mutual fund tracking is either too shallow or too noisy.
Most apps show value and returns. Spreadsheets show whatever you remembered to maintain. CAS statements are useful, but not exactly weekend reading unless your hobbies are PDFs and mild suffering.
How it works
Three steps. No recommendations.
Compare with context
Review returns, benchmarks, overlap, allocation and concentration in one calm dashboard.
Understand clearly
Use objective insights to ask better questions. FolioLens does not tell you what to buy or sell.
What you get
A clearer lens on your own funds.
Designed for regular investors who want more than a balance number, but less chaos than a 14-tab spreadsheet named final_final_v7.xlsx.
Performance clarityUnderstand XIRR, cost basis and gains with less guesswork.
Fund comparisonCompare funds against relevant benchmarks and categories.
Overlap detectionSee where different funds may be holding similar exposure.
Portfolio compositionView allocation across market cap, sectors and fund
behaviour.
Trust boundary
Portfolio clarity, not financial advice.
FolioLens does not recommend funds.
FolioLens does not rank funds as “best”.
FolioLens helps you understand your own portfolio data.
Early access
Help shape FolioLens before public launch.
We’re polishing the app, fixing the last bugs, and preparing for app store release. Join the early access list and tell us what you want a portfolio clarity tool to solve.
FolioLens early access
60 seconds. No spam. No investment advice.
Your responses help us prioritise launch polish. FolioLens does not provide investment advice or fund recommendations.