Indian Equity Portfolio Analytics

Your portfolio has
stories it’s not telling you.

Upload your holdings in seconds. Get institutional-grade analysis of quality, valuation, risk, and sector balance — the way a seasoned fund manager would see it.

SEBI Registered Research Analyst
AMFI-classified stock universe
Built for Indian markets
5,000+
NSE/BSE stocks in universe
9
Analytical lenses per portfolio
<60s
From upload to full report
What you will discover

Every dimension that actually matters

We run the same playbook a professional analyst would — but in seconds, not weeks.

🏛
Quality Fingerprint

Blended ROCE and ROE across your portfolio — separated for financials and non-financials.

ROCE · ROE · Capital efficiency
⚖️
Debt X-Ray

Debt-to-equity at stock and portfolio level. High-leverage + low-ROCE combos are flagged.

D/E · Interest coverage
🧭
Sector Heat Map

Visualise your true sector exposure and avoid accidental concentration.

Allocation · Concentration risk
📐
Mcap Classification

AMFI-defined large, mid, small cap breakdown — your actual risk profile at a glance.

AMFI database · Real-time
📈
Growth CAGR Analysis

5-year Sales, EBITDA, and PAT CAGR — per company and blended at portfolio level.

5Y CAGR · Sales · EBITDA · PAT
💎
Valuation Dashboard

Portfolio-level PE, EV/EBITDA, P/B, Mcap/Sales, and dividend yield.

PE · EV/EBITDA · PB · Div yield
🔬
Free Cash Flow Lens

Cumulative FCF generation per business. Companies that destroy cash are caught here.

FCF · Cash conversion
🚩
Promoter Pledge Alert

Instant flag on any stock where promoter pledging is active.

Pledge % · Governance risk
🎯
Diversification Verdict

Identify sub-1% positions that drag performance without adding diversification.

Stock count · Position sizing
Quality at a glance

Know if you own compounders
or capital destroyers

Most investors have no idea what their portfolio's blended ROCE or FCF profile looks like. We make it painfully obvious.

🏛
Institutional-grade metrics
ROCE, ROE, D/E, FCF — the metrics fund managers obsess over, now in your hands.
🔎
Pros & cons per company
Sourced directly from Screener — no summaries written by AI, no hallucinated facts.
🎯
Actionable recommendations
Not just data — specific flags on what deserves a second look and why.
Portfolio Fundamentals Summary
Blended ROCE (ex-fin)
21.4%Strong
Blended ROE
18.7%Healthy
Portfolio PE
34.6xPremium
EV / EBITDA
22.3xWatch
Avg D/E (ex-fin)
0.28xLow leverage
Promoter pledge flag
2 stocksReview
5Y Sales CAGR
14.2%Solid
FCF positive stocks
21 / 28Good
Bastion Verdict
Quality portfolio with growth tilt. Primary risk is valuation — high PE leaves little margin of safety. Two stocks deserve immediate review.
Simple by design

Three steps to clarity

No jargon-filled onboarding. No weeks of waiting. Just upload, review, decide.

STEP 01

Build your portfolio

Search any NSE/BSE listed stock, add it with quantity or allocation %. Takes 2 minutes for most portfolios.

🔍Search stock name or symbol...
TCSINFYHDFCBANK
STEP 02

We fetch & analyse

The engine pulls fundamentals, classifies each stock, and runs 9 analytical lenses across the entire portfolio in under 60 seconds.

Fetching fundamentals...
AMFI classification done
Running quality analytics...
STEP 03

Take action

Read plain-language insights, spot the risks, and walk away with a clear view of what to trim, hold, or investigate further.

⚠ PAYTM: negative ROCE + pledge
✓ Portfolio quality score: 21.4% ROCE
Ready when you are

Your portfolio is waiting to be understood.

Takes 2 minutes. No credit card. No stored data. Just honest analysis built for Indian markets.