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@resjudicata Your data should be available in CAMS already. Let's say, your SIP is 8th, and the MFs are purchased by 9th. By 12th or 13th it should be available in CAMS. I use Kuvera, for it gives me a good view on all my investments. So every month or so I import my CAS statement from CAMS and...

@resjudicata Right, my point of view was more in line to share how you can extract your portfolio information for mf and stocks from CAMS site and CDSL / NSDL site . Which can be imported into any similar apps that you find fit to use. Once you are able to get the csv, you can import it in any...

@resjudicata In kuvera itself they have an option under import MF / import portfolio. Where CAMS link is GIVEN and step by step guide on how to get your portfolio details. Both for stocks and MFs. That's how I do it.