Qode OneView

Qode OneView is a portfolio review app from Qode Advisors LLP, a SEBI-registered Portfolio Management Services firm. It brings together your stocks, mutual funds, ETFs and bank balances from across your brokers, RTAs and banks, and reads them as one portfolio. PERFORMANCE Your total portfolio, how it splits across asset types, and what the last year did to it. Follow the journey of your money against the NIFTY 500 and see the three roads — where your portfolio went, and where it could have gone. HOLDINGS Every asset in one explorer. Search, sort and filter by stocks, funds, ETFs and bank accounts, and open any row to see what it contributes to the whole. MF X-RAY Look through your mutual funds to see what they actually hold — large, mid and small cap exposure, fund by fund, against what the fund's label claims. SEGMENT ANALYSIS Know your market-cap mix. See how much of you sits in large, mid and small caps, directly and through funds, and compare CAGR and drawdown with Qode strategies and the NIFTY 100. RISK PROFILE Six questions, one clear recommendation. Get a strategy allocation that fits how you actually invest, sized for your portfolio. REPORTS Download your full review as a PDF to keep, or share it with your advisor. READ-ONLY. CONSENT-BASED. Accounts are linked through the RBI Account Aggregator framework. We can see balances and holdings; we can never move money, and we never see your bank login. You can withdraw consent at any time, and ask for your data to be deleted from the app. If any account doesn't come through, you can upload your CAMS/KFintech or NSDL/CDSL statement yourself. Qode OneView is an analytical tool. Recommendations are model output based on the information you provide and are not personalised investment advice. Investments in securities are subject to market risks; read all related documents carefully before investing. Qode Advisors LLP · SEBI PMS Reg. No. INP000008914 Questions: investor.relations@qodeinvest.com