FreePersonal look-through investing

See the companies behind every fund.

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

Scoped to your login
Row-level security on every table
Nothing preloaded
Your book starts empty by design
vestalyze.app/exposure

Total invested

₹12,05,000

Mutual funds

68.4%

ETFs

31.6%

Look-through company exposure

Portfolio weight

  • HDFC Bank
    18.4%
  • ICICI Bank
    13.9%
  • Reliance Industries
    9.4%
  • Infosys
    8.6%
  • Bharti Airtel
    5.7%

Rolled up from 4 funds and ETFs · illustrative numbers

One private book for everything you already hold — every Indian mutual fund and ETF, in rupees.

  • Indian mutual funds
  • Indian ETFs
  • Fund URL sync
  • Holdings look-through
  • Overlap scoring
Features

Supercharge how you read your portfolio

Four views that turn a list of products into a list of the companies you actually own.

Parag Parikh Flexi Cap Direct₹4,60,000
Look-through
  • HDFC Bank8.4%
  • Reliance6.1%
  • Infosys4.8%
  • ICICI Bank3.9%

Every fund, unfolded

Paste a public fund URL and sync. Vestalyze reads the holdings table and weights each company by what you invested, so exposure stops hiding behind a product name.

24.3%
Flexi CapNifty 50 BeES

Overlap you can see

Compare any two funds and get a single overlap score, plus the shared names driving it.

Mutual funds₹8,24,000
68.4%
ETFs₹3,81,000
31.6%

Mutual funds and ETFs, side by side

See how your money splits between mutual funds and ETFs, then which companies each one adds to your exposure.

securitiesuser_id = auth.uid()
fundsuser_id = auth.uid()
fund_holdingsuser_id = auth.uid()
investmentsuser_id = auth.uid()

Private by construction, not by promise

Securities, funds, holdings, and investments are all scoped to your user id with row-level security in Postgres. Another signed-in account queries the same tables and gets nothing back.

The product

Deep dive into every company before it surprises you

A sample book you can read right now. Your own account starts empty — nothing here is preloaded for you.

vestalyze.app/exposure

Company exposure combined across mutual funds and ETFs. Sortable on every column.

  • HDFC Bank

    Mutual Funds
    ₹1,58,000
    ETFs
    ₹64,000
    Total
    ₹2,22,000
    Weight
    18.4%
  • ICICI Bank

    Mutual Funds
    ₹1,12,000
    ETFs
    ₹56,000
    Total
    ₹1,68,000
    Weight
    13.9%
  • Reliance Industries

    Mutual Funds
    ₹74,000
    ETFs
    ₹39,000
    Total
    ₹1,13,000
    Weight
    9.4%
  • Infosys

    Mutual Funds
    ₹66,000
    ETFs
    ₹38,000
    Total
    ₹1,04,000
    Weight
    8.6%
  • Bharti Airtel

    Mutual Funds
    ₹52,000
    ETFs
    ₹17,000
    Total
    ₹69,000
    Weight
    5.7%
  • Larsen & Toubro

    Mutual Funds
    ₹41,000
    ETFs
    ₹18,000
    Total
    ₹59,000
    Weight
    4.9%
  • TCS

    Mutual Funds
    ₹34,000
    ETFs
    ₹24,000
    Total
    ₹58,000
    Weight
    4.8%
  • Axis Bank

    Mutual Funds
    ₹36,000
    ETFs
    ₹12,000
    Total
    ₹48,000
    Weight
    4.0%
  • ITC

    Mutual Funds
    ₹27,000
    ETFs
    ₹17,000
    Total
    ₹44,000
    Weight
    3.7%
  • State Bank of India

    Mutual Funds
    ₹29,000
    ETFs
    ₹11,000
    Total
    ₹40,000
    Weight
    3.3%
1Currency to read
Every amount is in rupees, so a total never depends on an exchange rate.
2Instrument types
Mutual funds and ETFs sit in the same ledger.
1Number per company
Fund slices collapse into a single exposure and weight.
0Rows shared between users
Nested tables are filtered by your user id on every read and write.
Pricing

Plans and pricing

Vestalyze is a personal book, and the personal book is free. Paid tiers are on the roadmap, not on your card.

Personal

Free

no card, no trial clock

Everything Vestalyze does today, for your own book.

Create a free account

What's included

  • Unlimited Indian mutual funds and ETFs
  • Look-through for mutual funds and ETFs
  • Company exposure with portfolio weight
  • Fund-to-fund overlap scoring
  • A private, row-level secured book
Most requested

Pro

Coming soon

not billed today

Reporting on top of the same look-through engine.

Request early access

Everything in Personal, plus

  • CSV export of look-through exposure
  • Scheduled holdings refresh
  • Exposure history over time
  • Concentration and drift alerts

Household

Coming soon

not billed today

One combined view across more than one investor.

Tell us what you need

Everything in Pro, plus

  • Shared household exposure view
  • Per-member books kept separate
  • Combined overlap across members
  • Invite and revoke access

Coming-soon tiers have no price and no signup. Ask for what you need and it moves up the list.

Why we built it

Most portfolios own the same ten companies twice

Vestalyze started from one uncomfortable spreadsheet. These are the principles that came out of it.

V
“A flexi cap fund, a Nifty ETF, and a handful of direct stocks feel like diversification. Line up what each one actually holds and the same four or five names keep coming back. That concentration is easy to fix — once you can see it.”

The Vestalyze team

Product principle, not a customer testimonial

Holdings over labels

A fund is judged by the companies inside it, not by the category on the factsheet.

One weight per company

Fund slices and direct lots are the same exposure, so they are added, not listed twice.

Your numbers stay yours

No shared tables, no preloaded portfolios, no sample data written into your account.

FAQ

Frequently asked questions

Privacy, look-through, currencies, and what happens to your data when you leave.

Contact

Still have a question?

Ask about look-through, fund sync, or anything on the roadmap. This is a note to the team, not a mailing list.

Get started

Find out what you already own, before you buy more of it

Create a book, add your first fund, and watch it unfold into the companies underneath. It takes a few minutes and costs nothing.

Start your portfolio