We don't let you monitor or transfer any of your current Mutual Fund holdings with other advisers to Clearfunds. Here's why:

Mutual Fund Companies share transaction data only for the investments you have made with us (where we are 'tagged' as your advisor). When you initiate a transaction through our platform, we can see it through its transaction life - buy, sell, switch, etc. So your portfolio tracking is completely automated!

If we let you import your holdings for investments where we are not tagged as your advisor, we could track announced dividends, but there is no way we could track sells or switches. This means we have to rely on you to update your holdings - which defeats the whole purpose of automated portfolio tracking!

There are some great portfolio trackers out there - Morningstar, Money Control and Value Research - that you should check out.


Also see our FAQ article on Can you convert my Regular Plans to Direct Plans?