Upload a statement from your broker → get an AI analysis of your risks, fees, and what to fix — in 60 seconds.
It reads your holdings and shows the concentration risks, hidden fees, and sector gaps most investors never see — each with the rupee impact and a specific action to take.
shows a healthy equity bias but carries meaningful concentration risk in HDFC Bank (14.2%) and the financial services sector (38%). Your report will reflect your own holdings.
Reads statements from your broker
Most investors have no idea. A 1.3% difference in fund fees sounds tiny — but over decades it silently eats a fortune. Drag the slider to your portfolio size.
Assuming a 1.3% annual fee difference (typical active fund vs. a low-cost index fund) and 12% market returns. Illustrative only — your actual numbers depend on your funds.
Most apps show you what you own. Wiserfolio shows you what it means — the risks you can't see, the fees quietly draining returns, and exactly what to do about them.
Asset allocation, sector exposure, and your largest positions — organized clearly, with hidden overlaps surfaced. (Did you know the same stock can hide inside several of your funds?)
A clear grade across four dimensions — diversification, cost efficiency, risk management, and tax efficiency — so you know exactly where you stand.
Concentration risks, high-fee funds, and allocation gaps — each flagged with the real rupee cost of leaving it unfixed.
Specific, executable moves — fund switches, rebalancing, tax-saving timing — each with the rupee benefit and step-by-step instructions. This is the part that pays for itself.
Where your portfolio lands in 5, 10, and 20 years on its current path — versus where it could land if you act. The difference is often shocking.
Drop your latest portfolio PDF from any broker. No manual data entry, no account linking.
AI reads your holdings and computes risks, fees, sector exposure, and tax opportunities against your goals.
Get a detailed, downloadable report with a specific action plan — and ask our AI assistant any follow-up question.
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No. Wiserfolio analyzes your existing portfolio and points out risks, fees, and observations. We don't recommend buying or selling specific securities. For personalized advice, consult a registered investment advisor.
Yes. Your portfolio PDF is processed in memory and not stored on our servers. Only your generated report is saved to your account so you can revisit it. You can delete everything anytime.
Most major brokers including Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, Angel One, Fidelity, Schwab, Robinhood, and E*TRADE. If your statement is a PDF, we can usually read it.
Highly accurate for clean PDF statements. For scanned or photographed statements, accuracy is lower. We always show you the extracted holdings so you can verify them against your statement.
Your first full report is free, no credit card required. Paid options for additional reports are coming based on user feedback.
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