Rebalancing
Your portfolio drifted. Now what?
That one stock became 30% of your portfolio. Your IT sector exposure is 60%. You're concentrated and don't even know it. PortoAI shows the drift and helps you plan the fix.
The problem
Silent concentration drift
You bought 10 stocks equally. But RELIANCE went up 40% while two others went down 20%. Now RELIANCE is 30% of your portfolio. Your financial sector exposure is 55%. You're concentrated — and you didn't make a single trade to get there. The market rebalanced your portfolio for you, and not in your favor.
This is for you if
- You haven't checked your portfolio allocation in months
- One stock has grown to become a disproportionate share
- You suspect you're overweight in one sector but aren't sure
- You want to know if your portfolio is getting riskier over time
What you can do
See the drift. Plan the fix.
PortoAI's portfolio analyzer shows exactly where you've drifted and helps you think through rebalancing.
Portfolio health score
A 0-100 score across 5 dimensions: diversification, concentration risk, sector balance, loss management, and cash buffer. One number that tells you how healthy your portfolio is.
Concentration alerts
Flags when any stock exceeds 20% or 30%, when top-3 holdings exceed 50%, or when any sector exceeds 40%. These are the thresholds where risk starts compounding.
Trade impact simulator
Before you rebalance, simulate the trades. "What happens if I sell half my RELIANCE?" See the before/after on concentration, sector balance, and health score.
Sector analysis
Full sector breakdown with weights. See which sectors are overweight, which are underweight, and how your allocation compares to your intended balance.
Try it yourself
Questions you can ask
“What's my portfolio health score?”
“Which stocks are too concentrated?”
“What happens if I sell half my RELIANCE position?”
“Show my sector allocation”
“Am I overweight in any sector?”
Ready to try these prompts with your own portfolio?
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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