Portfolio Review Pro

Elevate your portfolio's performance

5.0•7 reviews•

179 followers

Elevate your portfolio's performance

5.0•7 reviews•

179 followers

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Investing

(Please note: Product only for investors in India) Portfolio Review Pro optimizes your mutual fund portfolio without the need to download yet another app. It fetches your MF holdings, shows you a portfolio snapshot, and gives you insights and recommendations to optimise the returns of your MF portfolio.

Portfolio Review Pro Reviews

The community submitted 7 reviews to tell us what they like about Portfolio Review Pro, what Portfolio Review Pro can do better, and more.

5.0

Based on 7 reviews

Review Portfolio Review Pro?

Portfolio Review Pro is highly praised for its efficiency and user-friendly interface, offering a comprehensive analysis of mutual fund portfolios. Users appreciate its ability to provide detailed insights and actionable recommendations, making it a valuable tool for both new and seasoned investors. The product, developed by PrimeInvestor, is noted for its quick updates and ease of use, allowing investors to assess their portfolio's health and make informed decisions. Overall, it is regarded as an innovative solution for optimizing mutual fund investments in India.

Summarized with AI

Pros

investment insights (4)

concentration analysis (3)

mutual fund aggregation (3)

portfolio optimization (3)

comprehensive report (2)

DIY recommendations (2)

portfolio snapshot (2)

quality assessment (2)

risk assessment (2)

Cons

limited to India (2)

Pros

Cons

Reviews

Most Informative

Founder Reviews

Other Reviews (7)

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•1 review

Its a brilliant tool to say the least, i have been with Primeinvestor for years now and have been able to follow their research for all my stock market decisions, since i diligently follow their advise i didnt have any actionable from the review which is good thing :) but the report is super actionable, benchmarks returns with each MF and also provides insights into how we are doing based on our goals and risk apetitite, amazing innovation. We need more such products to scale financial inclusion.

What's great

comprehensive report (2)investment insights (4)portfolio optimization (3)

What needs improvement

limited to India (2)

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2yr ago

•1 review

I've been a PrimeInvestor customer for a few years and by far Portfolio Review Pro is the best tool I've come across. At the click of a button we can learn how healthy one's MF portfolio is with DIY recommendations that pin point to actions to be taken at a particular fund level. Another great feature also is it aggregates all stocks across all the folios you hold and shows the %age of stock holdings of the top few. This I guess coupled with a MF Overlap tool that PrimeInvestor has, you can be rest assured that you are well diversified and not over concentrated. I'm sure in the coming releases, we will get to see more powerful features and this will be a boon to all DIY MF investors in India.

What's great

mutual fund aggregation (3)concentration analysis (3)DIY recommendations (2)portfolio snapshot (2)

What needs improvement

limited to India (2)

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1 view2yr ago

•1 review

I've tried Portfolio Review Pro tool from Prime Investor a couple of times and it is indeed a very helpful tool developed by the team. First it fetches all the mutual fund investments with very ease in a minute and in another 2 to 3 minutes of processing, comes up with an entire report on our MF investments. It provides the current state on different parameters, risk appetite and years of investments viz: Concentration of funds, performance, quality of funds etc. and gives a comprehensive report along with recommendations, if any. Will definitely recommend each one to try to the product and get benefitted.

What's great

fast performance (1)risk assessment (2)comprehensive report (2)investment insights (4)mutual fund aggregation (3)concentration analysis (3)quality assessment (2)

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2yr ago

•1 review

This is one of the excellent product. Many of us investing in MF through what we hear, through google, some friends recommendation and info from market rumors & news and so on. I feel highlight of this product is very unique in market. some product insight :- I invested in 6 Schemes. outcome is measured as follows. 1.Performance 1 of your 6 funds have delivered lower returns compared to their category, based on average 3-year returns. 2.Portfolio Risk Your portfolio equity allocation is more than the recommended 75 - 85% range for your timeframe. 3.Quality None of your funds have a sell call. Good job! Your portfolio has 4 funds with a Buy call and 2 funds with a Hold call. 4. Concentration You hold an ideal number of funds in your portfolio and the weights are well-distributed without any concentration risks. Way to go! 5.Expense Ratio 1 of your 6 funds are in regular plans. Overall excellent product.

What's great

risk assessment (2)investment insights (4)concentration analysis (3)quality assessment (2)expense ratio analysis (1)

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2yr ago

•1 review

I have been using this product since last month. It updates my mutual funds portfolio almost instantly, that means I can see my latest SIP amount added to my portfolio too! It provides me with great insights on mutual funds that I hold and shows if there is any major deviation from my investment strategy. I would recommeds this product to the new investors as well as seasoned investors as a one stop view of their portfolio with all asset management companies without logging into the brokerage accounts or even direct accounts.

What's great

investment insights (4)mutual fund aggregation (3)portfolio snapshot (2)instant updates (1)

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2yr ago

•1 review

Portfolio Review Pro is a one of it's kind automated tool that assists & guides DIY investor like me in fine tuning or changing the composition of the portfolio. The aim is help the lay investor better her investment returns and if needed consolidate the portfolio. PrimeInvestor has pioneered the idea of offering subscription based investment advice meant to help small investors such as I to make rounded/well-considered investment decisions. More power to the team at PrimeInvestor.

What's great

portfolio optimization (3)DIY recommendations (2)automated tool (1)subscription based advice (1)

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2yr ago

•1 review

It is NOT how a fund performs, but how your portfolio performs. And all analysis and detailed recommendations should be connected to that portfolio. Prime Investor has achieved this key customer delight with a superb onboarding. Thanks to PI team for putting it out there!

What's great

detailed recommendations (1)portfolio optimization (3)

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2yr ago