Portfolio Summary Report Generator
Please log in to continue.
New User Login
Enter the email or mobile number and one-time temporary password you were given to generate your report.
Logged in as Altivest Wealth (Admin) — unlimited access, no temporary password needed.
Upload one or more password-protected CAMS/KFintech Consolidated Account Statement (CAS) PDFs — select multiple files at once (hold Ctrl, or Cmd on Mac) if you have several, e.g. one per family member. Everything is processed in your browser — your CAS file is never uploaded anywhere.
1Upload CAS
2Enter password
3Download report
Click to choose file(s) or drag and drop them here — select several at once if you have more than one
File added. Add another CAS file?
Benchmark data note: where a scheme's official AMFI benchmark isn't available as free daily Total Return Index (TRI) history, the report uses Price Return data or a comparable proxy and labels it accordingly — nothing is silently substituted.