KATMA · Portfolio performance attribution
Automated portfolio attribution for Indonesian fund managers
KATMA (Kodja Attribution Management) turns custodian Position Valuation Reports (PVRs) in varied table layouts into audit-defensible Excel attribution reports against IHSG and INDOBeX in seconds — work that takes hours of manual Excel today.
How it works
Step 1
Upload the PVR
The Position Valuation Report your custodian bank sends — CSV or Excel, no reformatting.
Step 2
KATMA engine
Automatic layout detection, ticker normalization, IDX sector mapping, and market data.
Step 3
Attribution report
Allocation and selection effects against IHSG and INDOBeX as an audit-ready Excel export.
About the company
KATMA is built by the KATMA team in Indonesia, founded in September 2026. We build portfolio analytics for Indonesian asset managers (Manajer Investasi) — fund managers and investment analysts who report performance against IHSG and INDOBeX every month.
KATMA is decision-support analysis, not investment advice. Contact the team at contact@katma.id. See the disclaimer and support page.