Allocation & rebalancing
See actual vs target allocation across equity, debt, and cash, with concentration flags by sector and market cap — and exactly where to rebalance.
Portfolio Analyzer · Meet Alpha, your AI advisor
You own 12 funds and 8 stocks. Do you know if you're actually diversified?
Link your holdings once — CAS, broker export, or mutual fund statement — and Alpha analyses your real allocation, flags concentration and weak funds, projects returns, and gives tax-smart rebalancing guidance built for Indian investors. Setup takes about 2 minutes.
Not SEBI-registered investment advice · Educational use only · Free to start
Works with the statements you already have
CAMS / KFin CAS
CDSL / NSDL demat
Zerodha / broker Excel
Mutual fund statement
Capital gains statement
Manual entry
How it works
From a messy statement to a clear plan in 3 steps
Alpha reads your actual holdings instead of asking you to type everything. The more complete your data, the sharper the analysis.
1
Link your holdings
Upload a CAS, broker export, or MF statement — or add holdings manually. Files are parsed in your browser; only extracted holdings are saved.
2
Alpha analyses everything
Asset allocation, sector and market-cap concentration, duplicate and underperforming funds, return projection, and tax-smart guidance.
3
Act with confidence
See what to trim, what to add more of, and what to hold — then ask Alpha follow-up questions in plain English, any time.
What you get
A full second opinion on your portfolio
Alpha combines your real holdings with NiveshIQ's stock signals and fund data to answer the questions a good advisor would.
Funds & stocks to review
Duplicate folios, 3-year underperformers vs their own category, and over-diversified buckets — plus the holdings worth adding more to.
Return projection
A forward 3-month and 1-year estimate from NiveshIQ stock signals and fund 3-yr CAGR, with an honest coverage caveat.
Tax-smart guidance
LTCG/STCG-aware rebalancing principles, and approximate capital-gains figures when you upload a gains statement — always flagged to confirm with a CA.
Physical & investible split
Gold, property, and other personal assets count toward net worth but stay out of rebalancing — Alpha keeps the accounting honest.
Ask Alpha anything
Edit your profile, add or remove holdings, run tax comparisons, or ask portfolio questions in plain English. If it's out of scope, Alpha raises a support ticket.
What investors say
Clarity on the whole portfolio, not just one stock
★★★★★
"I had funds spread across three apps and never knew if I was actually diversified. I uploaded my CAS and Alpha showed me two duplicate funds and that I was 40% in IT without realising it. The rebalancing suggestions were specific, not generic."
Stop guessing whether your portfolio is balanced.
Sign up free, link your holdings once, and let Alpha analyse allocation, rebalancing, projections, and tax — built for Indian investors.