Portfolio Intelligence (personal)

A private, single-household tool. Not a public service; no sign-ups.

What it does

Portfolio Intelligence keeps one household's investment records up to date. It reads the transaction confirmations that mutual-fund registrars (CAMS, KFintech) e-mail to the owner, transcribes the units, NAV and amounts into the owner's own database, and checks every value against the official NAV published by AMFI before anything is proposed. The owner reviews and approves each transaction.

How it uses Gmail

• Access is read-only (Google scope gmail.readonly). The tool cannot send, delete, label or change mail.
• It reads only messages that carry one label the owner applies with a Gmail filter.
• It runs on the owner's own computer. There is no server, no account and no other user.

Details: Privacy policy · Terms of service