The 10% Trap
It feels good when your biggest bet goes up. But if one stock is 30% of your portfolio, a single bad earnings report can set you back by years. Most investors don't realize their concentration until it's too late.
Portfolio Health
Visualize Your Concentration Risk
The biggest silent killer of portfolios is having too many eggs in one basket. PortoAI shows you where you are exposed.
Must Have For
- Investors with large portfolios (>10L)
- Anyone holding employee stock options (ESOPs)
- Investors who 'average down' heavily
How PortoAI helps
Diversify Smartly
We analyze your holdings across sectors, market caps, and business groups.
The 10% Alert
Get nudged when any single stock crosses 10% of your total portfolio value.
Sector Breakdown
See if you are accidentally a 'tech fund' or a 'banking fund' in disguise.
Correlation Check
Ensure your stocks don't all move in the exact same direction.
Example questions you can ask PortoAI
- "Am I too concentrated in Banking stocks?"
- "What is my largest position and how much of my portfolio is it?"
- "Suggest a diversification strategy for my portfolio"
- "Show me my sector allocation vs the Nifty 50"
Explore related topics
Go deeper with adjacent workflows.