Portfolio X-Ray

Portfolio health check for Indian investors

PortoAI runs a broker-connected portfolio checkup so you can see concentration risks, sector exposure, drawdowns, and red flags before you act. No tips, no auto trading.

Run my portfolio checkup Connect Zerodha safely

Disclaimer

Educational insights only - Not SEBI investment advice - Orders stay inside your broker

Concentration & sector exposure

See top holdings, sector weight, and single-stock risk before you add a new position.

Drawdowns & volatility

Understand where losses cluster and how volatility changes your sizing discipline.

Risk signals & red flags

Get context on unusual moves, governance alerts, pledge changes, and hype-driven spikes.

Behaviour drift

Spot overtrading, loss chasing, and sudden sizing jumps that quietly damage results.

Portfolio fit for new ideas

Check overlap, diversification impact, and whether a new idea increases concentration risk.

How the checkup works

Step 1
Connect your broker (Zerodha today; Groww soon).
Step 2
Sync holdings, positions, orders, and cash for context (read-only).
Step 3
Ask PortoAI for a health check and focus areas.
Step 4
Review signals and decide—orders stay inside your broker.

Explore risk signals See behaviour guardrails

Portfolio checkup FAQ

Quick answers on recommendations, trade execution, and what data PortoAI uses for your portfolio x-ray.

Does PortoAI tell me what to buy or sell?›

No. It provides research context, portfolio impact, and risk signals so you can decide.

Does PortoAI execute trades?›

No. You review and confirm every action inside your broker (Zerodha today; Groww soon).

What data does it use for the health check?›

Your holdings, positions, orders, watchlists, and market context to surface concentration and risk patterns—read-only access.