Monthly MF portfolio files = hours wasted re-formatting. Here’s a tool that fixes it

https://www.youtube.com/watch?v=I9MeITWJfqk

𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗘𝘅𝗶𝘀𝘁𝘀

If you track Indian MF portfolios, you know the drill. Monthly disclosure Excel files = same info, different layouts. Spending time re-structuring is dead time.

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗚𝗲𝘁

 • A converter utility built for analysts.

 • Drop in raw files.

 • Get back clean CSVs with ISIN mapping + standardized names.

 • Plug straight into your analysis workflow

𝗛𝗼𝘄 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀

 • AI-powered schema detection: Automatically figures out data layout

 • Cross-validation: Runs multiple models to check totals.

 • Override: When in doubt, enter the schema manually - tool re-runs instantly.

𝗘𝘅𝘁𝗿𝗮 𝗨𝘁𝗶𝗹𝗶𝘁𝗶𝗲𝘀

 • Append multiple funds → one file.

 • Transpose holdings → side-by-side view.

 • Logs + validation table → quick audit trail.

𝗪𝗵𝗮𝘁 𝗡𝗲𝘅𝘁 - 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗢𝗽𝘁𝗶𝗼𝗻𝘀

1. Do it your way → pivots, Jupyter, Colab.

2. Use the AI Analyst SQL Agent at app.tigzig.com/analyzer → Choose File Load to a temporary DB → analyze with Claude Sonnet 4 / DeepSeek / Qwen3 Max.

3. Upload to ChatGPT (Go/Plus). Have it load into python/ pandas and analyze.

𝗕𝗼𝘁𝘁𝗼𝗺 𝗹𝗶𝗻𝗲: A single, focused utility. Converts messy disclosures → clean, structured data. From there, analysis is up to you. Usage guide + build guide included → hit 'Docs' on top.

𝗟𝗶𝘃𝗲 𝗮𝘁:

👉 app.tigzig.com/mf-files-ai

𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗳𝗼𝗿 𝗔𝗻𝗮𝗹𝘆𝘀𝘁𝘀

▪️𝗚𝗶𝘁𝗛𝘂𝗯 𝗥𝗲𝗽𝗼: with usage guide and source code https://github.com/amararun/shared-mf-portfolio-allocation

▪️𝗥𝗕𝗜𝗖𝗖 𝗧𝗼𝗼𝗹: If you also work with RBI Monthly ATM/ POS/ Cards, this Excel to CSV converter might be useful app.tigzig.com/rbi-cards

▪️𝗙𝘂𝗹𝗹 𝗦𝘂𝗶𝘁𝗲: All 25+ open-source analytics apps are here → app.tigzig.com