Portfolio X-ray :A Better, Smarter Excel Upload Experience(V 2.2) We are thrilled to announce two new features that enhance the usability and functionality of the Portfolio X-ray product. These updates aim to improve the experience for both existing and potential users.

1. Excel Upload Feature

Investors can now upload their portfolio statements with a new and improved journey for Excel uploads. Users now only need to add ISIN and at least one of Units, Total Price, or Weights to successfully upload a portfolio. If there are issues within the Excel file, such as missing or incorrect ISIN or missing information in Units, Total Price, or Weights, the system will direct users to an error page to correct the required fields on the portal itself .

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2. Product-wise Investment Breakdown

The Portfolio X-ray dashboard now offers a new product-wise view for investment breakdown, categorizing investments by Equity, Debt, and Other. For each of these categories, investments are further classified based on type: if an asset is held directly, it will appear under Direct, and if acquired through a mutual fund, it will be labeled as a Mutual Fund. This enhanced breakdown provides users with a clearer, more organized view of their entire portfolio composition.

We are confident that these updates will enhance your experience with the Portfolio X-ray product. As always, we are here to support you. If you have any questions or need further assistance, please don't hesitate to reach out to our team. [business@finalyca.com]