Statements in, truth out.
Drop a CAS, a broker holding, a tradebook. It gets classified, staged untouched, clarified by you — and only then folded into the one ledger everything else reads.
samples/: CAMS_KFintech_CAS · NSDL_CAS · Zerodha_Holdings · Zerodha_TradebookEvery holding, A to Z.
The Brief's appendix, in full — one row per instrument, every figure traceable to a statement.
Asset allocation
look-through: coming next⚠ Conflicts to resolve (surfaced, never auto-merged)
Unified holdings
| Instrument | Bucket | Source | Units | Avg cost | Current price | Value ₹ | P&L |
|---|
The shape of the money.
Allocation, concentration, provenance — drawn from the same ledger the Brief reads every morning.
Asset allocation
Diversification & concentration
Allocation map — L1 › L2 › L3
By provider
By bucket (L2)
Top holdings
Ask, and the ledger answers.
Every number in every answer traces to a holding. With a key in the vault, the answer reads like a person wrote it — grounded either way.
Ask your data — grounded, every number traces to a holding
Your frameworks, on live data.
Saved analysis prompts that run grounded on today's ledger — executed through the vault, or portable to any model you like.
Prompt library — your frameworks, run on live data
You, and your ledger.
Your profile and the controls for your own data — everything here is scoped to you alone.
The machinery, and its keys.
Integrations, the encrypted vault, and the pipeline registry that gates every model call. Skins live here too.
