KYP Compliance Dashboard
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Total Products
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Current (<3 mo)
0
Review Soon (3–6 mo)
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Overdue (>6 mo)
Product Library
All holdings grouped by category. Colour-coded green/amber/red by KYP review age.
Open Library
Import Holdings
Upload your Portfolio Aid CSV export to import all holdings in one step.
Import CSV
Attach Fund Facts
Bulk-upload Fund Facts PDFs. AI parses every field automatically — one click per product.
Upload PDFs
Export & Download
Download audit-ready ZIP with KYP folders by company, CSV index, and overdue report.
Export
Product Library
Add New Product
Product Information
Period Returns (%) — enter manually from official fund documents only
| Security | YTD | 1-Year | 3-Year | 5-Year | 10-Year | Since Inception |
|---|---|---|---|---|---|---|
KYP Analysis Fields
Attach Documents
📎
Drop files here or click to browse
PDF, images, Excel — stored in your browser
Import Holdings from CSV
0 rows detectedPortfolio Aid CSV — Step by Step
1. Upload your CSV export
2. Set KYP review date for imports
Batch Fund Facts Parser
Step 1 — Select All Your Fund Facts PDFs at Once
Select your entire folder of Fund Facts PDFs in one go. The app matches each PDF to a product by fund code in the filename (e.g. ATL048.pdf → ATL048, DYN2233_FundFacts.pdf → DYN2233). Then it parses them all automatically in the background — you can leave this page open and come back.
📂
Drop your entire KYP folder here
or click to select multiple PDFs
Select all files at once with Ctrl+A in the file picker
Export & Download
📁 Full KYP Library (ZIP)
Structured folders:
KYP FILES → Company → Fund Code → kyp_info.json
Attached documents included in each folder.
KYP FILES → Company → Fund Code → kyp_info.json
Attached documents included in each folder.
📊 Product Index (CSV)
All products with key fields — code, name, type, MER, risk, review date, status. Opens in Excel.
🔴 Overdue Report
Products overdue (>6 months). Attach to compliance file as monitoring evidence.
💾 Backup & Restore
Export full JSON backup or restore from a previous one. Use to move data between computers.
Folder Structure Preview
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