KATMA · portfolio performance review

Disclaimer

KATMA is decision support, not investment advice. Its attribution output is analytical information for review. It is not a recommendation to buy, sell, or hold any security, and it is not a substitute for professional financial or investment advice. Learn more.

KATMA (Kodja Attribution Management) is a decision-support tool that helps fund managers and investment teams review what drove a portfolio's performance. It calculates performance attribution against the IHSG benchmark and produces an Excel report for review.

Nothing KATMA produces is investment advice. The tool does not recommend buying, selling, or holding any security, does not set a target price or rating for any issuer, and does not account for your personal financial situation, risk tolerance, or objectives.

Output reflects the data you provide and KATMA's attribution model; always validate results before using them for investment or reporting decisions. Consult a licensed financial, tax, or legal professional for advice specific to your circumstances.

Support

For questions about KATMA, see the support page.