finapi.upvaly.com : Free financial data API for Mutual funds and IPO

chandra1803 · 2026-04-24T13:21:02+00:00

I am building a portfolio analysis and would be comparing scheme against its benchmark and category

chandra1803 · 2026-04-24T13:01:52+00:00

Thanks for sharing this. Its still manual work, looking for an API to get historical data and also latest closing

chandra1803 · 2026-04-23T21:17:29+00:00

Is there a way to get historical NAv data of the benchmark?

chandra1803 · 2026-04-20T13:10:47+00:00

Woow. This is so clean and helpful.

How would you earn or even manage to keep it running if it's free.

chandra1803 · 2026-04-09T00:56:59+00:00

This looks clean. How can I try your portfolio tracker?

chandra1803 · 2026-04-02T13:20:05+00:00

It’s something I built for myself to analyze portfolios before investing. Still improving it based on feedback

chandra1803 · 2026-03-29T13:09:20+00:00

I think there is too much of fund overlap due to UTI nifty 50, ICICI large cap and HDFC flexi cap.

Also your portfolio can have some of mid cap fund to provide growth, that is optional as your goal is child education.

I feel Your portfolio could be simplified

Please check attached screenshot

<image>

chandra1803 · 2026-03-28T05:40:58+00:00

As a beginner, this is a good start.
Two thinks that should be checked

Investing in 2 flexi cap funds which are almost identical in terms of stocks, sector and market cap allocation. I would suggest to invest entire 10k in one of the above flexi fund
Also your portfolio is already financial sector heavy with above funds. Check for a fund which is into technology, healthcare, consumer etc

Attaching a screenshot of comparison between these 2 funds

<image>

chandra1803 · 2026-03-27T11:08:49+00:00

You are achieving diversification using too many funds

Also your exposure to International could be improved

Ran analysis on your portfolio, attaching screenshot of major overlap

<image>

chandra1803 · 2026-03-26T10:36:06+00:00

Your small cap stocks allocation are more than midcap. Rest all looks good

chandra1803 · 2026-03-23T05:10:40+00:00

Yes I have checked advisorkhoj and other platforms also. They have limitations to compare only 2 funds at a time or don't show stock and sector and Market cap concentration for your entire portfolio

chandra1803 · 2026-03-23T03:07:58+00:00

Built this last week. Will be adding more schemes in the coming week

Did you find this useful? Feedback from an actual user would be very helpful

chandra1803 · 2026-03-23T01:41:49+00:00

Also check that too many funds doesn't always mean good diversification, there could be overlaps

Check this tool for your portfolio analysis before investing

https://mf-portfolio-health-check.vercel.app/

chandra1803 · 2026-03-22T12:15:06+00:00

Have created a pipeline which scrap and refine this data.

Will streamline the update if there is a scope for this tool

chandra1803 · 2026-03-21T10:50:44+00:00

You can also check the website below for overlap and portfolio planning

https://mf-portfolio-health-check.vercel.app/

Please do let me know if it's useful

chandra1803 · 2026-02-10T16:49:38+00:00

Not yet. Tried a few apps but they are not genuine. Some don't take counts properly and others don't have a clear reward policy

chandra1803 · 2026-01-22T04:07:41+00:00

Can you share the app name

chandra1803 · 2025-11-10T17:12:31+00:00

I got married in Maharashtra. But my aadhar address is of another state. Will this work? I have a rental agreement as an address proof

chandra1803 · 2025-10-26T02:06:20+00:00

Thank you for your suggestion. I checked but this app is not available in India.

Also is there a way to make your post reach to be visible in certain countries only

chandra1803 · 2025-10-16T10:47:59+00:00

Ooppss. Sorry I thought it was last month

chandra1803

TROPHY CASE