PortoAI vs Smallcase
Ready-made baskets vs understanding your own portfolio
Smallcase gives you curated stock baskets. PortoAI analyzes the portfolio you already built — whatever you hold, however you got there.
Feature-by-feature comparison
PortoAIPortfolio Health Score
0-100 score across 5 dimensions (diversification, concentration, sector, losses, cash)
Not available — focuses on curated baskets
Concentration Analysis
Single-stock, top-3, sector, HHI tracking
Within-basket allocation only
Behaviour Tracking
Trading patterns, emotional decisions, overtrading detection
Not available
Pre-Made Thematic Baskets
Not available — analyzes YOUR portfolio, not pre-built ones
100+ curated baskets by experts
One-Click Invest
Conversational order placement with approval
One-click invest in entire basket
Risk Guardrails
ASM/GSM, promoter pledge, concentration flags
Partial — manager rebalancing
Trade Impact Simulation
See before/after for any trade
Not available
SIP into Portfolios
Not available — focused on analysis
SIP into baskets with auto-rebalancing
Verdict
Different jobs entirely
Smallcase is for people who want someone else to pick stocks — curated baskets with expert rebalancing. PortoAI is for people who pick their own stocks and want to understand the risk, concentration, and behaviour patterns in what they've built. You can use both — Smallcase for baskets, PortoAI for analysis.
Best fit for PortoAI
Self-directed investors who want to understand and improve their existing portfolio.
What PortoAI doesn't cover
Pre-built thematic baskets, one-click invest in curated sets, SIP into portfolios, expert-managed rebalancing.
What Smallcase is missing
Portfolio health scoring, concentration analysis, behaviour tracking, trade impact simulation, AI-powered risk guardrails.
See how PortoAI handles what Smallcase can't — risk checks, position sizing, and portfolio-aware insights.
Try it in PortoAIReal users, real portfolios
Trusted by real investors
“Spent two hours researching a stock last month. This week I asked PortoAI about a similar company and had everything in two minutes. Revenue, margins, peer comparison, and whether it even fits my portfolio. I'm not going back to doing it manually.”
Priya Sharma
Long-term investor · Bengaluru
“Bad day, portfolio deep red, I was about to double down on a losing position. Got a revenge trade warning. I was annoyed but I closed the app and went for a walk. That stock dropped for another week straight.”
Anil Kumar
Options trader · Mumbai
“I used to keep Screener, TradingView, and Zerodha open in three tabs. Now I just ask PortoAI. Fundamentals, technicals, risk check, place the order. Haven't opened Screener in weeks.”
Ravi Mehta
Investor · Delhi
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See how PortoAI adds AI analysis, risk checks, and planning to your workflow.
Connect your broker. Get risk checks, position sizing, and portfolio context before every trade.
No tips · No auto-trading · You confirm every order