Portfolio Review Pro

Its a brilliant tool to say the least, i have been with Primeinvestor for years now and have been able to follow their research for all my stock market decisions, since i diligently follow their advise i didnt have any actionable from the review which is good thing :) but the report is super actionable, benchmarks returns with each MF and also provides insights into how we are doing based on our goals and risk apetitite, amazing innovation. We need more such products to scale financial inclusion.

It is NOT how a fund performs, but how your portfolio performs. And all analysis and detailed recommendations should be connected to that portfolio. Prime Investor has achieved this key customer delight with a superb onboarding. Thanks to PI team for putting it out there!

I have been using this product since last month. It updates my mutual funds portfolio almost instantly, that means I can see my latest SIP amount added to my portfolio too! It provides me with great insights on mutual funds that I hold and shows if there is any major deviation from my investment strategy. I would recommeds this product to the new investors as well as seasoned investors as a one stop view of their portfolio with all asset management companies without logging into the brokerage accounts or even direct accounts.

I've been a PrimeInvestor customer for a few years and by far Portfolio Review Pro is the best tool I've come across. At the click of a button we can learn how healthy one's MF portfolio is with DIY recommendations that pin point to actions to be taken at a particular fund level. Another great feature also is it aggregates all stocks across all the folios you hold and shows the %age of stock holdings of the top few. This I guess coupled with a MF Overlap tool that PrimeInvestor has, you can be rest assured that you are well diversified and not over concentrated. I'm sure in the coming releases, we will get to see more powerful features and this will be a boon to all DIY MF investors in India.

very useful review tool for DIY investors

Yet another excellent tool, fast simple convenient and effective for a quick check or a detailed deep dive using the associated tools.

Amazing product innovation by Prime Investor. One stop shop for a 360 degree view of the health of your portfolio. TMuch needed. Thanks a ton. Wishing you a great success. Venkat

A simple and convenient tool.

I've tried Portfolio Review Pro tool from Prime Investor a couple of times and it is indeed a very helpful tool developed by the team. First it fetches all the mutual fund investments with very ease in a minute and in another 2 to 3 minutes of processing, comes up with an entire report on our MF investments. It provides the current state on different parameters, risk appetite and years of investments viz: Concentration of funds, performance, quality of funds etc. and gives a comprehensive report along with recommendations, if any. Will definitely recommend each one to try to the product and get benefitted.

Portfolio Review Pro is a one of it's kind automated tool that assists & guides DIY investor like me in fine tuning or changing the composition of the portfolio. The aim is help the lay investor better her investment returns and if needed consolidate the portfolio. PrimeInvestor has pioneered the idea of offering subscription based investment advice meant to help small investors such as I to make rounded/well-considered investment decisions. More power to the team at PrimeInvestor.