Portfolio Review Pro

Name: Portfolio Review Pro
Rating: 5.0 (7 reviews)

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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(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.

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Launch tags:Fintech•Investing

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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.

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2yr ago

Portfolio Review Pro

Maker

@sreenath_yv Exactly what we are aiming for ! Thanks Sreenath for the insightful comment!

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2yr ago

Excellent Product. Provides deep and actionable insights on mutual fund portfolio. I use it to keep track of my MF investments.

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2yr ago

@ashish_datta Thank you! Glad you are finding it useful!

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2yr ago

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!

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2yr ago

@naveen22 Thank you! Glad to see that it's both easy to use and useful!

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2yr ago

Great tool from PI. Some improvements made since debut gives a lot of insights. Looking for more improvements / suggestions in future, which is inherent to PI team. Thanks for launching this

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2yr ago

@seetha_raman2 Thanks! Our beta customer feedback has been extremely helpful in enhancing the tool...we have further improvements in the works as well.

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2yr ago

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.

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2yr ago

I am using this tool since its launch. It is excellent and one of a kind for all DIY mutual fund investors in India. It provides deep & minute insights into your investment portfolio.Keep up the good work.

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2yr ago

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.

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2yr ago

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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.

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