What is portfolio review? 

Get actionable insights on your existing portfolio by simply uploading your portfolio to our website. This tool checks your portfolio health and gives you a review. 

Link: https://www.wrightresearch.in/analyze/

How it works

You can create up to 3 accounts for review.

Once created, you can upload the constituents of your portfolio in the upload feature. You can upload as single trades or as a file.

The Review

After upload you will receive the report on your portfolio along with comments and recommendations:

Here's a video guide to the portfolio review tool