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

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    Holistic Portfolio Breakdown

    Deep dive into your investments with Category, Sub-Category, Sector, and Holding-Type breakups. See exactly where every rupee is allocated.

    Holistic Portfolio Breakdown

    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%
    Returns Analysis
    Use Portfolio Data
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