Portfolio Health Scoring
See how Alpha (0-100) and the 6-vital breakdown sit side by side to give you a complete picture.
Demo
See iNiveś in action
AI Insights
Hybrid LLM generates personalized insights — strengths, risks, and actionable recommendations.
Risk Concentration
HHI analysis, fee drag calculation, and overlap detection — risks most investors miss.
Peer Comparison
Z-score normalization shows how your holdings stack up against industry benchmarks.
AI Insights Preview
What AI sees in your portfolio
StrengthsRisksActions
Quality
Strength
Consistent profitability with strong ROE
Risk
Debt-to-equity trending upward
Action
Monitor quarterly debt levels
StrengthsRisksActions
Value
Strength
Trading below peer median PE
Risk
Revenue growth slowing
Action
Consider accumulating on dips
StrengthsRisksActions
Momentum
Strength
Price above 50-day moving average
Risk
RSI approaching overbought
Action
Hold current position
“The Alpha gave me a clear picture of my portfolio's risk in under 2 minutes.”
Rajesh M.
Retail Investor · Mumbai
“I finally understood why my portfolio was underperforming — the 6-vital breakdown was eye-opening.”
Priya S.
DIY Investor · Bangalore
“The AI insights caught a sector concentration risk I'd been ignoring for months.”
Amit K.
NRI Investor · Delhi
“Peer comparison showed me which holdings were overvalued versus industry benchmarks.”
Sneha R.
Mutual Fund Investor · Pune
“I use the risk decomposition to explain portfolio risk to my clients in simple terms.”
Vikram P.
Financial Advisor · Chennai
“The scoring customizer lets me align the analysis with each client's risk appetite.”
Anil D.
Chartered Accountant · Hyderabad