GoalCase: Goal-based investment tracking, done privately.
Track your mutual fund portfolio completely privately. Map your investments to life goals securely, with zero data leaving your control.
See what your investments really earned.
Upload your CAS PDF for an instant private preview, or run a quick SIP Reality Check below. No account required.
How good was your SIP?
Compare fund CAGR with a historical SIP simulation
How GoalCase Works
Upload CAS Securely
Your Consolidated Account Statement is parsed perfectly. We never store your PDFs on our servers.
Define Life Goals
Whether it's retirement or education, create specific goals with target amounts and timelines.
Analyze Portfolio
Instantly view cash flow XIRR vs fund CAGR, timing drag, and detailed scheme performance.
Allocate & Track
Dedicate specific folios to your goals and watch your progress unfold automatically.
Real Return Reality Check
Based on real UTI Nifty 50 Index Fund NAV data (2013–2026). ₹10,000 monthly SIP over 7 years.
Analyze your exact timing.
Click any return percentage in your portfolio to instantly see how your cash flows performed against the fund's NAV. Generate shareable, AI-powered insights explaining exactly why your personal XIRR beats or trails the market.
Return Analysis
Parag Parikh Flexi Cap • 5Y Window
Guaranteed Privacy
"Your CAS is yours. We process it using a temporary file and remove it afterward. We don't ask for your PAN or phone number. Period."
Access your clean financial ledger.
Create an account or sign in to save your goals, map custom portfolios, and securely persist transaction logs. We support email/password and single-click Google Sign-In.
Security Details
Secure authentication sessions. CAS passwords are used only during parsing; temporary PDFs are removed after processing.