Link to portfolio review tool: https://wrightresearch.co.in/analyze/


The portfolio review tool helps you analyze your stocks and mutual funds portfolio and get a sense of it’s health and what needs to be changed.







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