Portfolio Analyzer
Upload or enter your holdings and instantly see overlap, concentration, fee leakage and the changes that move the needle most.
What this tool does
Diagnose your portfolio’s hidden risks, gaps and overlaps.
The Portfolio Analyzer ingests your holdings (mutual funds, stocks, ETFs, FDs, gold, real estate) and runs a full diagnostic — overlap between funds, concentration risk, sector skew, expense-ratio drag, and tax-efficiency gaps. It then ranks the highest-impact changes you can make.
Key benefits
What you get out of it
How it works
Three steps from input to action
Enter your holdings
Type in or upload your fund and equity holdings with weights.
Run the analysis
The tool maps overlap, sector mix, fees, and tax position.
Act on the output
A ranked list of changes — what to consolidate, exit, add — with estimated impact.
Why this tool is valuable
A decision-support system, not just a calculator
Pricing
Choose the option that best fits your financial planning needs
Three monthly plans. Cancel any time. Start with a single tool or unlock everything.
Single Tool Access
₹299/month
Access to Portfolio Analyzer only.
- Access to this one tool
- All scenario outputs & charts
- Cancel any time
All Simulators
₹799/month
Full access to all 5 investment simulators.
- All 5 simulators included
- Scenario comparisons & export
- Cancel any time
Pro · Sims + AI Tools
₹1,499/month
Full access to all 5 simulators & all 5 AI tools.
- All 10 premium tools included
- AI-driven personalised plans
- Priority feature updates
- Cancel any time
All prices in INR, billed monthly via Razorpay. International billing via Stripe coming soon.
Ready to use Portfolio Analyzer?
Pick the plan that fits your needs and get instant access. Every output is built to lead to a clear next action.