Pipelines
Data Feeds
Two ingestion pipelines power Kapil Investment Advisory: the daily RTA email feed for mutual funds, and your Excel master for everything else.
Dynamic — RTA email feed
Encrypted CAMS & KFintech files arrive daily, are decrypted, parsed and loaded automatically.
KFintech (KFin)
WBMST holdings + WBTRN transactions · 0 holdings loaded
CAMS
R2 + R9 reports · awaiting feed password to decrypt
Ingestion inbox receives ~4–5 emails daily across report types.
Static — Excel master + documents
Bonds, FDs, AIFs and insurance load from your maintained spreadsheet; policy copies upload separately.
Portfolio Excel master
Bonds · FDs · AIFs — awaiting your sheet to map columns
Insurance & documents
Life · health · motor policies + policy-copy PDFs