Portfolio X-ray : A Better, Smarter Excel Upload Experience (V 2.2)

Overview

We are excited to introduce new enhancements to the Portfolio X-ray product aimed at improving usability, accuracy, and overall user experience. These updates make portfolio uploads and investment analysis more seamless and structured.

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1. Excel Upload Feature

Investors can now upload portfolio statements using an improved Excel upload journey.

Key Improvements

• Upload requires:

  • ISIN
  • At least one of the following:
    • Units
    • Total Price
    • Weights

• Smart validation system ensures data accuracy

• Error handling redirects users to a correction page

• Users can fix missing or incorrect fields directly on the portal

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Excel Upload Flow

Step 1: Upload Excel File

User uploads portfolio statement with required fields.

Step 2: Validation Check

System validates:

• ISIN correctness
• Presence of required fields

Step 3: Error Handling (if required)

• Redirect to error page
• Allow in-system correction

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2. Product-wise Investment Breakdown

The Portfolio X-ray dashboard now includes a structured investment classification view.

Key Features

Investments are categorized into:

• Equity
• Debt
• Other

Each category is further classified into:

• Direct Investments
• Mutual Fund Investments

Benefits

• Clear portfolio visibility
• Better asset-level understanding
• Improved decision-making insights
• Structured breakdown of total holdings

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3. Visual Enhancements

Excel Upload Interface

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Investment Breakdown Dashboard

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Conclusion

These updates to Portfolio X-ray significantly improve the portfolio upload experience and provide deeper visibility into investment composition. With better validation, structured categorization, and a smoother workflow, users can now analyze portfolios more efficiently.

For any queries or support, please reach out to: business@finalyca.com

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Frequently Asked Questions

What is new in Portfolio X-ray V 2.2?

The update introduces a smarter Excel upload system and a product-wise investment breakdown dashboard.

What fields are required for Excel upload?

ISIN and at least one of the following: Units, Total Price, or Weights.

How does error handling work in Excel upload?

If errors are detected, users are redirected to an error correction page within the platform.

What is the benefit of product-wise breakdown?

It provides clear categorization of investments into Equity, Debt, and Other, along with Direct and Mutual Fund classifications.