Know What You're
Really Holding

The Portfolio Analyzer helps you understand the overall strength of your portfolio. It provides a Portfolio Health Score, along with insights on diversification, stock strength, sector allocation, and portfolio trends.

The Portfolio Health Score is calculated using a data-driven model that evaluates your portfolio across multiple factors. These include:

• Diversification across stocks
• Technical strength of holdings
• Fundamental characteristics
• Industry exposure
• Market-cap allocation
• Sector concentration

Each factor contributes to the overall score, which is presented on a scale of 0 to 100.

The Diversification Score measures how your investments are spread across different stocks. It considers:

• Number of stocks
• Allocation across stocks
• Concentration in top holdings

A more evenly distributed portfolio generally reflects a higher diversification score.

The Technical Strength Score reflects the price behavior and momentum of the stocks in your portfolio. It is derived from stock-level technical ratings, which consider:

• Relative price strength
• Performance over different time periods
• Position relative to price trends

The portfolio score is calculated as a weighted average of these ratings.

The Trend Strength Score shows how many stocks in your portfolio are currently in an uptrend or downtrend. It is based on:

• Proportion of stocks in upward trend
• Proportion of stocks in downward trend

A higher presence of stocks in uptrend contributes to a higher score.

The Fundamental Strength Score reflects the business performance of the companies in your portfolio. It is derived from stock-level fundamental ratings, which consider:

• Revenue growth
• Profit growth
• Consistency of performance

The portfolio score is calculated as a weighted average of these ratings.

The Industry Strength Score evaluates the overall strength of industries where your portfolio is invested. It considers:

• Relative performance of industries
• Strength of companies within those industries

Higher exposure to stronger industries reflects a higher score.

The Market Cap Risk Score reflects how your portfolio is distributed across:

• Large-cap stocks
• Mid-cap stocks
• Small-cap stocks

Different segments have different characteristics, and this score reflects the overall distribution of your portfolio across these categories.

The Industry Concentration Score measures how much of your portfolio is focused in a single sector or industry. It considers:

• Allocation to the largest sector
• Distribution across sectors

Higher concentration in a single sector results in a lower score.

Each factor contributes to the final score based on predefined weights within the model. The weights are designed to reflect the relative importance of different aspects such as diversification, stock characteristics, and allocation.

No. The Portfolio Health Score is based on structure and characteristics, not the absolute value of your portfolio.

Yes. Different portfolios can have similar scores if they share similar:

• Diversification
• Allocation patterns
• Stock characteristics

Profitability and portfolio structure are different. A portfolio may generate returns but still reflect:

• Concentration in few stocks
• Exposure to weaker trends
• Imbalanced allocation

The score evaluates structure, not returns.

Not necessarily. The Portfolio Health Score reflects the structure and characteristics of your portfolio, not future returns. It helps you understand portfolio quality and balance, but does not predict performance.

Your portfolio is updated automatically, and the score may change based on:

• Changes in stock prices
• Updates in technical and fundamental ratings
• Changes in portfolio allocation

You do not need to manually update your portfolio frequently.

No. You typically need to import your portfolio only once. The system keeps your portfolio updated automatically.

Yes. The Portfolio Analyzer provides a consolidated view of your holdings, even if your investments are spread across multiple brokers.

No. The Portfolio Analyzer provides portfolio-level insights and analysis only. It does not provide buy, sell, or investment recommendations.

No. The Portfolio Analyzer is a research and analytics tool. It provides insights based on data and predefined methodologies and does not constitute investment advice.

Your PAN helps us identify and fetch your Demat holdings across brokers. This allows us to provide a complete and consolidated view of your portfolio.

Yes.

• Portfolio access is done using PAN and OTP verification
• No broker login is required
• We do not access or store your trading credentials

Yes. You can use the Portfolio Analyzer and view your Portfolio Health Score and insights at no cost.

Yes. Your score may change due to:

• Changes in stock prices
• Movement of stocks into uptrend or downtrend
• Updates in technical or fundamental ratings

The Portfolio Health Score helps you understand your portfolio better. You may use these insights as a starting point and consult a SEBI-registered Investment Adviser for personalized investment decisions.