Make informed investing decisions

Evaluate your portfolio performance with our smart, user-friendly portfolio analysis tool. Our algorithm evaluates your portfolio's overall strength, providing quick analysis and recommendations to achieve your financial goals.

Generate Insight

A Smart Tool To Optimize
Your Strategy

A quick scan detects any mistakes in your Stock Selection, Behavioural Biases, and Capital Allocations

Enhanced Investing With Precise Guidance​

Get actionable insights to correct your behavioral mistakes and make informed investing decisions

Automate Your Post-
Analysis

A post-analysis of your investments is important as you look to refine and update your trading strategies. Now you can streamline your post-analysis and correct mistakes in your strategy, lack of discipline, and more.

Know Your Behavioral
Biases

Behavioral biases can lead to suboptimal decisions and eat away your returns. With us, you get to know your biases and minimize their effects on your portfolio.

Get Actionable Insights

Our AI-powered algorithms diagnose your portfolio and provide solutions to the problems. You also get precise guidance on What, When and How Much to buy, sell or hold.

It’s simple and easy to use

Sample Report

Pricing

Free

₹0

  • Portfolio Performance
  • Proprietary Rating & Rankings
  • CAN SLIM Score
  • Fundamental Data
  • Sector Analysis & Style Diversification
  • Performance
  • Best Winners/ Worst Losers
  • Best / Worst exclusions
  • Unlimited Reports
Monthly

₹499/-

  • Portfolio Performance
  • Proprietary Rating & Rankings
  • CAN SLIM Score
  • Fundamental Data
  • Sector Analysis & Style Diversification
  • Performance
  • Best Winners/ Worst Losers
  • Best / Worst exclusions
  • Recommendations
  • Existing vs. Restructured portfolio
  • Trading Analysis
  • 3 Premium Reports
Quarterly

₹1,499/-

  • Portfolio Performance
  • Proprietary Rating & Rankings
  • CAN SLIM Score
  • Fundamental Data
  • Sector Analysis & Style Diversification
  • Performance
  • Best Winners/ Worst Losers
  • Best / Worst exclusions
  • Recommendations
  • Existing vs. Restructured portfolio
  • Trading Analysis
  • 13 Premium Reports
Yearly

₹4,999/-

  • Portfolio Performance
  • Proprietary Rating & Rankings
  • CAN SLIM Score
  • Fundamental Data
  • Sector Analysis & Style Diversification
  • Performance
  • Best Winners/ Worst Losers
  • Best / Worst exclusions
  • Recommendations
  • Existing vs. Restructured portfolio
  • Trading Analysis
  • 52 Premium Reports

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Whether you're a broker, asset manager, or financial influencer, PortfolioSmith is the must-have solution to take your business to the new heights, empowering your customers to achieve optimal investment performance.

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Disclaimer

Disclaimer: Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing.

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