Diagnose concentration early
See when too much of the portfolio sits in one sector or stock, so overconfidence is corrected before it becomes a problem.
Portfolio healthHealth score • concentration • balance
Portfolio Doctor
The Portfolio Doctor reviews your holdings like a disciplined analyst: a 0–100 health score, sector concentration, weak holdings and rebalancing ideas — surfaced before emotions or market noise take over.
- Health
- 0–100
- Sectors
- Mapped
- Weak spots
- Flagged
- Ideas
- Suggested
What's included
What Portfolio Doctor gives you
Health score
One 0–100 number for the whole portfolio.
Sector map
Where your money actually sits.
Weak holdings
Positions that drag, and why.
Rebalancing ideas
Suggested, never forced.
Stress tests
How scenarios would hit your holdings.
Report
Save or export the diagnosis.
Portfolio Doctor Inspector
Interactive Risk & Sector Drift Diagnosis
Select a portfolio setup to diagnose concentration and view doctor's advice.
Tech-Heavy Growth Portfolio
High RiskIT & Software52%
Banking & Fin24%
Automotive14%
Pharma10%
Concentration Index: 78/100Over-concentrated
warningDoctor's Diagnosis Flags
- Concentration risk in IT sector exceeds safe threshold of 30%.
- Negative correlation buffer is weak against tech cyclical pullbacks.
task_altActionable Recommendations
- Trim IT allocation by 15% to lock in unrealised capital gains.
- Rotate proceeds into FMCG or Defense to reduce portfolio beta to 0.95.
Illustrative example — not live data or a recommendation.
Why it matters
Why Portfolio Doctor matters
Weak holdings, named
Positions dragging on the portfolio are flagged with the reason, so you can decide whether the thesis still holds.
Suggestions, never orders
The Doctor suggests whether to rebalance, trim or hold — you decide what, if anything, to do.
How it works
How it works, step by step
Import or add your holdings.
Run the Doctor — it maps sectors, weights and performance.
Read the health score and flagged issues.
Decide on any changes and re-check later.
What you'll learn
What concentration risk looks like in practice
How sector exposure builds up unnoticed
How to rebalance without overtrading
The result
Avoids silent drift.
Turns reviews into proactive risk management.
Gives every holding a clear place in the plan.
Questions
Frequently asked questions
What does the Portfolio Doctor check?
Sector and stock concentration, weak or lagging holdings and overall balance, combined into a 0–100 health score with suggestions.
Will it rebalance my portfolio automatically?
No. NiveshMarg never trades for you. The Doctor only suggests; every decision is yours.
Related features
Portfolio Management
Keep your real portfolio in one place. Import holdings from your broker, see live value and unrealised P&L in each market's own currency, stress-test it against market scenarios, and get a health check from the Portfolio Doctor.
Learn moreReports & Exports
Turn any analysis — an AI Score, a swarm verdict, a Portfolio Doctor diagnosis or a backtest — into a clean PDF or a private share link, so the reasoning behind a decision is there to review later.
Learn moreStock Chat
Ask about any stock, sector or your own portfolio in plain English. Stock Chat reaches for live prices, indicators, fundamentals, news and your holdings, shows which tools it used, and answers with clear headings, lists and tables.
Learn moreTry it with virtual money first
Create a free account, practise with paper trades and explore every feature at your own pace. Nothing here needs real money until you decide it should.
Start practising free