AI Portfolio Checkup
Know what's wrong with your portfolio before the market tells you
Concentration risks, sector exposure, drawdown analysis, red flags. PortoAI reads your Zerodha holdings and runs a full health check in seconds.
AI research tool · Read-only access · Orders stay inside your broker
PortoAI
Online
Am I overexposed to banking?
Banking sector exposure
Overweight
1.7x
Stress test
−3.8%
Target
~25%
Ask PortoAI anything...
What is a portfolio health check?
A portfolio health check is a systematic review of your stock holdings to identify concentration risk, sector overexposure, drawdowns, and behavioural red flags. PortoAI performs this analysis by connecting directly to your Zerodha broker account via read-only API access. It examines your actual holdings, positions, and trade history to surface problems like single-stock risk exceeding safe thresholds, sector crowding across banking or IT names, and behavioural patterns such as overtrading or revenge trades. Unlike generic portfolio trackers, every insight is grounded in what you actually own — not hypothetical model portfolios. The checkup covers five key areas: concentration and sector exposure (informed by diversification principles outlined in SEBI's regulatory framework), drawdowns and volatility clustering, risk signals and governance red flags, behaviour drift detection, and portfolio fit analysis for new investment ideas. All insights are educational and decision-support only — PortoAI is not a SEBI-registered investment adviser.
What we check
Five areas of your portfolio
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.
Setup
How the checkup works
Connect your broker (Zerodha today; Groww soon).
Sync holdings, positions, orders, and cash for context (read-only).
Ask PortoAI for a health check and focus areas.
Review signals and decide. Orders stay inside your broker.
Real 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
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?
Does PortoAI execute trades?
What data does it use for the health check?
Stop guessing. See your portfolio clearly.
Connect your broker and get a health check grounded in what you actually own.
No tips · No auto-trading · You confirm every order