Portfolio · MF Q&A · Stocks · 9AM · Macro

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    Everything serious investors need — in one flow

    Same order we recommend inside the product: diagnose the book, drill into funds and stocks, prep the open, then run macro quant.

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    1. 01

      Start here

      Portfolio Analysis

      Upload once — get allocation, risk, costs, peer benchmarks, underperformers, and AI-backed rebalance ideas in a single diagnostic pass.

      Allocation HeatmapRisk FlagsRebalance Ideas
      Coverage360°

      Snapshot • Category & sector breakup • Alpha / Sharpe vs category • Expense drag & weak links flagged

      Typical first session

      • ✓Portfolio Analysis
      • ✓Mutual Fund Q&A
      • ✓Stocks Q&A
      • ✓9AM Brief
      • ✓Macro Edge when you need the quant layer
    2. 02

      Scheme-level depth

      Mutual Fund Q&A

      Ask anything about funds — overlap, style drift, expense vs peers, category fit, and switch-vs-hold tradeoffs in plain language.

      Overlap CheckStyle DriftExpense Lens
      Answer styleActionable

      Q: Is my flexi-cap stack redundant? A: Two schemes overlap 40%+ on top holdings — consolidate or tilt to a different sleeve.

    3. 03

      Listed equities

      Stocks Q&A

      Natural-language research on Indian stocks — grounded answers, risk context, and follow-ups without tab overload.

      Plain-EnglishRisk ContextFast Follow-ups
      Research speedSeconds

      Q: What moves the name this week? A: Earnings beat priced in; watch crude & INR for margin sensitivity.

    4. 04

      Every market open

      9AM Brief

      For busy people: a 9:00 AM skim of your watchlist, a tap-to-open AI read on each story, and an impact lens on what it could mean.

      Busy MorningsAI Story ReadImpact Lens
      WatchlistFree

      Each session: fresh headlines per name, story → price & fundamentals with live context. One thumb, two minutes, zero fluff.

    5. 05

      Quant + regime

      Macro Edge

      Understand the macro forces behind your portfolio. Our quant engine evaluates your stocks and mutual funds against key Indian market drivers — with statistically computed risk, beta, alpha, and correlation insights.

      RBI & YieldsFlowsCorrelations
      Quant depthInstitutional

      What you'll discover: performance across rate hikes & FII selloffs; alpha, beta & drawdown in plain English; correlation with G-Sec, flows & macro indicators.

    Portfolio Analyser

    Swipe to explore our comprehensive diagnostic suite.

    Expense & Hidden Costs

    Uncover the true cost of your portfolio. Compare your Weighted Expense Ratio against category benchmarks to stop overpaying for underperformance.

    Expense & Hidden Costs

    Experience Intelligent Conversations

    Switch between Portfolio QnA and Market Research modes.

    Multi asset funds with highest gold investment?

    Here are the top Multi-Asset funds with significant gold allocation. Aditya Birla Sun Life leads with ~11% exposure.

    Fund Name
    Gold %
    1Y Rtn
    Aditya Birla SL Multi Asset
    11.09%
    15.13%
    Nippon India Multi Asset
    10.92%
    15.31%
    SBI Multi Asset Alloc
    3.40%
    16.10%
    Quant Multi Asset
    0.00%
    13.09%
    Ranking Summary
    Use Portfolio Data
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