Platform features
One platform, the complete review
From data ingestion to a signed-off report — every capability a professional portfolio review demands, in a single AI-assisted workflow.
Data Ingestion & Consolidation
Securely unify holdings from multiple sources into one real-time view.
- Broker & exchange (NSE / BSE) connectivity
- CAMS / KFintech CAS statement import
- Manual upload & entry with validation
- Automatic normalization into one model
Advanced KPI Analytics
The 20+ institutional metrics that power a professional review.
- Z-score, rolling returns & quartile ranking
- Drawdown, negative-return & overlap analysis
- Upside / downside capture & Sharpe ratio
- Expense ratio comparison & fund rating
AI Analysis Workflow
A LangGraph-orchestrated pipeline that reasons over your data.
- Interprets KPIs into contextual insights
- Comparative & trend analysis
- Logical, explainable step sequencing
- Actionable, grounded recommendations
Portfolio Health Check
A financial full-body check-up across five life dimensions, scored out of 100.
- Protection, cash flow, investments
- Retirement, goals, tax & estate
- Radar chart, strengths & improvements
- Priority action plan & review date
Automated Reporting
Template-driven, client-ready reports on demand or scheduled.
- Portfolio summary & performance insights
- Risk analysis with visual explanations
- AI-generated recommendations
- Downloadable PDF & historical archive
Conversational Q&A
A natural-language layer over every metric and holding.
- “How is my portfolio vs benchmark?”
- “Which stocks are underperforming?”
- “What is my sector allocation risk?”
- Grounded, explainable answers