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.

Check My Portfolio Free View Pricing
New to MFs? Build starter portfolio Try Demo Portfolio Pre-SIP Overlap Check
—
Portfolios Analyzed
—
Avg Health Score
129+
Funds Covered
₹0
Commission Earned

Not SEBI registered · Educational tool only · No investment advice

Portfolio X-Ray
Example only
71
/100
Portfolio Health Score™
68% overlap detected
Financials concentration: 17%
Score can improve +12
Fund overlapHighMediumLow
HDFC
Mirae
Parag
Axis
HDFC Flexi Cap
—
68%
34%
61%
Mirae Large Cap
68%
—
29%
57%
Parag Parikh Flexi
34%
29%
—
22%
Axis Bluechip
61%
57%
22%
—
Illustrative example · Pure analytics. No advice.
4 duplicate stocks
Hidden across your funds
How it works

Upload → Analyze → Know the truth.

Three steps from a CAS statement to a complete picture of what you actually own.

Try it free
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
How healthy is it?

Upload your CAS PDF, a broker screenshot, or add holdings by hand. We grade your whole portfolio from 0 to 100 across five areas.

70out of 100
Diversification75
Overlap control69
Concentration69
OverlapIQ™
● Live
Any hidden overlap?

Different funds often hold the same stocks. We show which companies you really own, and how many of your funds hold each one.

HDFC Bankin 2 funds6.1%
ICICI Bankin 2 funds3.4%
Infosysin 2 funds3.3%
RiskIQ™
● Live
Am I too concentrated?

See how much of your money sits in one sector, so a bad year for a single industry can't sink the whole portfolio.

Financial Services17%
IT & Tech6%
Energy5%
InsightIQ™
● Live
How do I improve?

Turns the numbers into plain-English findings, and tells you which single change would lift your score the most.

4 of your funds have 20%+ overlapping holdings.
Financial Services is 17% of your portfolio.
Removing 1 large-cap fund could lift your score by 12 points.
Bias Journal

Spot FOMO buys, panic sells and overtrading habits over time.

Coming soon
Peer Benchmarks

See how your portfolio compares with investors in your age group.

Coming soon

Illustrative example data. Pure analytics, not investment advice.

Pricing

Free forever. Upgrade when you grow.

No commission. No broker names. Pure data.

Free

₹0forever

Full portfolio analysis. No login needed.

Portfolio Health Score™
Fund overlap detection
Sector concentration analysis
AllocationIQ™ breakdown
ScenarioIQ™ (what-if)
Share report link
1 day history
Analyze Free
⚡ FOUNDING PRICE

Pro

₹99/year

Less than ₹9/month. Price locked forever.

Everything in Free
1 year analysis history
Fund manager change alerts 🔔
AUM change notifications 🔔
New stocks added/removed 🔔
Quarterly rebalancing nudge 🔔
Full PDF download
InvestIQ™ Chat unlimited
Pro badge ⚡
Get Pro — ₹99/yr

For IFAs

₹9,999/year

Portfolio intelligence for every client you manage.

All client portfolios in one dashboard
White-label reports with your branding
AI client review summary
Clients requiring attention screen
Fund overlap across all clients
WhatsApp report sharing
30-day free trial (3 clients)
Start Free Trial →

⚠️ Not SEBI registered · Pure analytics platform · Not investment advice

Your first report is always free.

No stock tips. No noise. Pure investment intelligence.

Level Up My Portfolio

Upload unlimited · First full report free · ₹199/mo to unlock all