Free for Indian investors · No SEBI advice · Pure data

Is your portfolio actually
diversified?

Most investors think they're diversified. They're not. LevelIQ shows you hidden overlaps, sector concentration, and your real Portfolio Health Score™ — free.

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Portfolios Analyzed
—
Avg Health Score
129+
Funds Covered
₹0
Commission Earned
Sample Portfolio Health Score™Example only
69
out of 100
Grade B-
Diversification72
Overlap Control48
Concentration65
Risk Balance81
⚠️ HDFC Flexi Cap + Mirae Asset share 68% overlap — you're paying double expense ratio for the same stocks

⚠️ Not SEBI registered · Educational tool only · No investment advice

Upload → Analyze → Know the truth.

01
Upload your portfolio
CDSL CAS PDF, broker screenshot, or type manually. Literally 30 seconds.
02
AI scans everything
Every mutual fund is expanded into its stocks. True exposure calculated instantly.
03
Get your X-Ray
Overlap matrix, grade, sector map, hidden duplicates — all in plain English.

Investment Intelligence Platform

Four modules. One complete picture.

Not tips. Not predictions. Pure data-driven intelligence answering three questions:
How healthy? Where's the risk? How to improve?

PortfolioIQ™
● Live
Core Module

Upload via CDSL CAS PDF, broker screenshot, or manual entry. Get your Portfolio Health Score™ (0–100) with a full breakdown across 5 dimensions.

Portfolio Health Score™70/100
Diversification75
Overlap Control69
Concentration69
Risk Balance60
Quality75
OverlapIQ™
● Live

Hidden Stock Exposure

HDFC Bank Ltd2x6.1%
ICICI Bank Ltd2x3.4%
Infosys Ltd2x3.3%
Axis Bank Ltd2x3.2%
RiskIQ™
● Live

Sector Concentration

Financial Services17%
IT & Tech6%
Energy5%
Others8%
InsightIQ™
● Live
⚠️ You own 4 funds with 20%+ overlapping holdings.
📊 Financial Services is 17% of your portfolio.
💡 Removing 1 large-cap fund could lift your score by 12 points.
Bias JournalPhase 2

Track FOMO buys, panic sells, and overtrading patterns over time.

Peer BenchmarksPhase 2
Top 34%

among invest ors your age group

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Portfolio Health Score™
Fund overlap detection
Sector concentration analysis
AllocationIQ™ breakdown
ScenarioIQ™ (what-if)
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⚠️ Not SEBI registered · Pure analytics platform · Not investment advice

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