Vestalyze look-through portfolio across India and the United States

Personal look-through investing

See the companies behind every fund.

Look through Indian mutual funds, ETFs, and US stocks in one private book. Vestalyze shows the companies you actually own — and keeps every number on your account.

Inside Vestalyze

A sample book, fully visible

These screens use illustrative numbers so you can see the layout before you sign in. Your account starts empty — nothing is preloaded.

Market split
India vs United States in one reporting view
India
59.8%
United States
40.2%
Vehicle mix
Mutual funds, ETFs, and direct stocks
Mutual Funds
42.3%
ETFs
31.5%
Direct Stocks
26.2%
Look-through company exposure
HDFC Bank, Apple, Reliance, Microsoft, NVIDIA, and more — combined across funds and direct lots.
HDFC BankBanking₹2,22,000₹0₹2,22,00018.4%
AppleTechnology₹0₹2,05,000₹2,05,00017.0%
Reliance IndustriesEnergy₹1,68,000₹0₹1,68,00013.9%
MicrosoftTechnology₹0₹1,13,000₹1,13,0009.4%
NVIDIATechnology₹0₹1,04,000₹1,04,0008.6%
InfosysTechnology₹69,000₹0₹69,0005.7%
AmazonConsumer₹0₹59,000₹59,0004.9%
TCSTechnology₹58,000₹0₹58,0004.8%
AlphabetTechnology₹0₹48,000₹48,0004.0%
MetaTechnology₹0₹44,000₹44,0003.6%
Parag Parikh Flexi Cap × Invesco QQQ
Overlap score 12.4%
CompanyFund AFund B
Microsoft5.0%8.1%
Amazon5.5%5.2%
Apple2.1%8.8%
NVIDIA1.8%8.4%
Alphabet2.4%5.1%
Bandhan Small Cap × Nifty 50 ETF
Overlap score 6.8%
CompanyFund AFund B
HDFC Bank2.2%11.4%
ICICI Bank1.4%7.9%
Infosys1.1%5.6%
Reliance Industries0.9%8.2%
Your book
Funds, ETFs, and stocks with invested amount, units, and last holdings sync.
InvestmentTypeCountryInvestedUnitsLast sync
Bandhan Small Cap Fund Direct GrowthMutual FundIndia₹12,40,00018,42012 Aug 2026
Nippon India Nifty 50 ETFETFIndia₹3,80,0001,24512 Aug 2026
Parag Parikh Flexi Cap DirectMutual FundIndia₹6,10,0008,9023 Jul 2026
Invesco QQQETFUnited States$8,40018.212 Aug 2026
AppleStockUnited States$5,00022
HDFC BankStockIndia₹2,15,000140

Look through every fund

Mutual funds and ETFs unfold into the companies underneath, so overlap stops hiding in the product name.

India and US in one book

INR and USD stay in their markets. Totals convert only when you ask for a single reporting number.

Private to your account

Holdings, securities, and funds live only on your login. Another user cannot open your book.

How it works

Three steps from a blank book to company-level exposure across India and the US.

  1. 01

    Create your account

    Register with email. Sessions stay on this device in an HttpOnly cookie.

  2. 02

    Add what you already own

    Mutual funds, ETFs, and stocks. Nothing is preloaded. You type the book.

  3. 03

    Read the look-through

    Company exposure, India vs US, overlap, and weight — all from your holdings.

What you can see

Once holdings are in, the same numbers power overview, markets, exposure, and overlap.

Stock exposure

Company, sector, India, US, total, and portfolio weight — sortable across the whole book.

Fund overlap

See where two products own the same names so you are not doubled up by accident.

Your lots

Track invested amount and units per holding. Sync a fund URL to pull the stock split.

Pricing

Vestalyze is a personal book. The current product is free for your own holdings.

Personal
Everything you need to look through your own portfolio.

Free

  • Unlimited personal holdings
  • Look-through for Indian MFs and ETFs
  • US stocks and ETF exposure
  • Overlap, markets, and company drill-down
  • Private multi-tenant book
Create a free account
Pro
Extra reporting for later — not billed today.

Coming soon

  • CSV export of look-through exposure
  • Scheduled holdings refresh
  • Shared household views
Tell us what you need

FAQ

Privacy, look-through, and how empty accounts stay empty.

Contact us

Questions about look-through, markets, or a private account. We do not store this form on a mailing list — it is a note to the team.

Send a note
Name, email, and a short message.

Your book stays yours

Vestalyze is multi-tenant. Nested data — securities, funds, and holdings — is scoped to the signed-in user. FX is the only shared reference. Sign in on this device and only your holdings appear.