Diagnose concentration early
The doctor highlights when too much of the portfolio lives in one theme, sector or stock so overconfidence is corrected before it becomes a problem.
Portfolio healthRisk check • allocation • balance
Portfolio Doctor
The Portfolio Doctor reviews your portfolio like a disciplined analyst, surfacing concentration, drift, imbalance and resilience before emotions or market noise take over.
Exposure
Live
Risk
Scan
Drift
Flagged
Balance
Advised
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.
Spot drift before it hurts
As positions move away from the strategic mix, the system flags where the portfolio is no longer aligned with the intended risk profile.
Give actionable direction
Rather than leaving you with a warning, it suggests whether to rebalance, trim, rotate or hold based on the shape of the portfolio.
Workflow & Impact
A Process Built for Real Decisions
How Portfolio Doctor transforms raw data into disciplined, defensible investment actions.
alt_routeExecution Sequence
1
Map your current holdings and allocation across sectors, themes and risk buckets.
2
Measure concentration, drift and diversification against your intended balance.
3
Highlight the largest sources of exposure and the signals that may be distorting the portfolio.
4
Recommend the next move: rebalance, reduce concentration, or keep holding with a clearer plan.
verifiedStrategic Impact
✓
Helps investors avoid silent portfolio drift.
✓
Turns portfolio reviews into proactive risk management.
✓
Gives every holding a clearer place inside the wider plan.