All your Mutual Funds in One Place
Consolidate. Analyse. Track
What is Portfolio Coffee
- A smart software platform to track any mutual fund investment — direct or regular — across all sources.
- Designed for investors with multiple folios, brokers, AMCs, and legacy MFs.
- Ideal for tracking old offline MFs, scattered ISINs, or lost portfolios.
- A powerful tool for serious investors who want a consolidated command centre.
- Offers clean UI, insights, portfolio visualisation and export.
- Built by seasoned investment professionals as a neutral, non-advisory platform.
- Meant to complement your advisor or DIY approach — not replace them.
- A tool to bring transparency, clarity, and self-awareness to your MF investing journey.
- A part of a larger vision: helping investors master their wealth data through advanced investing tech.
Your Wealth. Brewed to Perfection.
Track all your mutual funds with premium clarity—free for the next 60 Days.
No card required • Cancel anytime
How It Works
Enter PAN
Securely connect your investments.
Verify OTP
Fast and reliable authentication.
View Dashboard
Instantly track holdings, performance, and reports.
Frequently Asked Questions (FAQ)
☕ 1. What is Portfolio Coffee?
Portfolio Coffee is a smart investment tracking platform that lets you consolidate all your mutual fund investments in one secure dashboard. It provides instant reports, performance insights, and portfolio analytics.
💳 2. Can I transact (buy/sell) mutual funds through Portfolio Coffee?
No, Portfolio Coffee is exclusively a tracking software. It helps you track and consolidate all your mutual fund investments — whether direct or regular, across AMCs, brokers, and distributors.
📝 3. How do I get started?
Just enter your PAN number, verify it with the OTP sent to your registered email/phone, and instantly access your complete portfolio.
🔒 4. Is my data secure?
Yes. Your data is 100% Secured and sourced only through official CAS (Consolidated Account Statement) channels. We do not store or misuse your credentials.
📄 5. Do I need to upload statements manually?
No. With just your PAN and OTP, we fetch your portfolio directly from the registrar via CAS. You don’t need to upload PDFs manually.
👨👩👧👦 6. Can I track multiple PANs or family portfolios?
Yes. You can add multiple PANs under one login and view family or group portfolios together for easier tracking.
📊 7. What reports will I get?
You’ll get detailed reports including:
• Portfolio summary
• Asset allocation (equity, debt, hybrid, etc.)
• Fund performance over time
• SIP & redemption tracking
• Capital gains and tax-ready reports
💰 8. Is this a paid service?
Portfolio Coffee is a premium platform with subscription-based plans offering advanced analytics, tax-ready reports, and personalized insights. We do offer a 60 day free trial as well as referral-based free access.
✨ 9. What does Portfolio Coffee offer which other platforms do not?
Portfolio Coffee offers:
• Comprehensive Data of your existing Mutual Funds
• A single consolidated view across brokers & apps
• Data-driven real-time analysis across multiple parameters
• An unbiased true picture of your investments
• No product recommendations nor incentive-driven investment push
🤝 10. I already have an investment advisor/distributor, why should I use Portfolio Coffee?
Portfolio Coffee is not meant to replace your advisor or distributor. It is a fintech platform that enables self-analysis and consolidated tracking of your mutual fund portfolio. It provides detailed, data-driven insights that go beyond what a typical distributor usually offers.
💳 11. Can I make investments or redemptions through Portfolio Coffee?
Portfolio Coffee is a tracking & analytics platform in the nature of software as a service (SaaS). You can view, analyze, evaluate and plan your investments. We do not provide transaction facility. You may continue to transact through your respective fund houses or brokers.
📱 12. Can I access it on mobile?
Yes. Portfolio Coffee is optimized for both desktop and mobile browsers, and a dedicated app will be available soon.
👥 13. Who can use Portfolio Coffee?
• Individual Investors
• Families having multiple investing members.
📈 14. How is Portfolio Coffee different from other portfolio trackers?
Portfolio Coffee provides real-time CAS-based updates, in-depth analytics, capital gains reporting, and a customized dashboard for professional investors and advisors.
🔗 15. Can I integrate my investments from multiple platforms?
Yes. Portfolio Coffee supports all mutual fund registrars in India and can consolidate investments from multiple PANs, brokers, and family accounts seamlessly.
💾 16. Can I download or export reports?
Yes. All reports can be downloaded as PDF or Excel files for easy sharing with accountants, advisors, or for record-keeping.
💹 17. Can I track my SIPs and recurring investments?
Yes. You can monitor all active SIPs, amounts, and performance trends.
Why Choose Portfolio Coffee?
Secure & Trusted
Data fetched directly via official CAS from CAMS & KFintech, fully encrypted and never shared.
Comprehensive Analytics
Track P&L, NAV, SIPs, allocation, and capital gains across multiple PANs and accounts seamlessly.
Real-Time Updates
Get daily portfolio updates, track returns, and receive alerts on SIPs, NAV changes, and tax deadlines.
SIP & Investment Tracking
Monitor all active SIPs, recurring investments, schedules, and performance trends in one dashboard.
Your Wealth. Brewed to Perfection.
Track all your mutual funds with premium clarity—free for the next 60 Days.
No card required • Cancel anytime
Sip. Think. Ask.
Drop us a message and we’ll guide you towards clarity on your queries—fast and simple.
Brew your plan ☕ + 📈
Financial Calculators, served hot
A single suite for growth, withdrawals, and retirement planning.