Sachfolio

Coming soon

Your statement never leaves your device.

Sachfolio reads the mutual fund statement (CAS PDF) you get from CAMS or KFintech, on your own phone or computer, and explains it: what you held on the statement date, which page each number comes from, and what the statement leaves out.

Our promise

When can I use it?

We are testing Sachfolio with real statements before we open it to everyone. Until then, you can get your statement from CAMS or KFintech as usual. Ask for the detailed statement for your full history.

Sachfolio explains your statement. It is not investment advice and does not recommend funds.