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Portfolio Health Analysis

Measuring the Health of a Wealth Portfolio.
Review Your Portfolio
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Have you ever wondered why your portfolio is not performing as expected?
Have you ever noticed that gradually your portfolio becomes a pool of too many failed stocks?
Are you heavily invested in a few selected stocks or sectors?
Investing is essential but to create wealth in the long run, it’s equally important to have a healthy portfolio. Time and again we have seen a lot of investors in equity markets facing the above-said problems just because their portfolios are in a bad shape.
At Fynocrat, we have developed a proprietary Portfolio Review Engine (PRE) that will help you to do an exhaustive review of your existing stocks portfolio and provide you with a detailed analysis of the hidden risks that could prove detrimental to your wealth creation.
Based on various quant parameters that involve various portfolio composition and stock-related parameters the engine will also calculate the Portfolio Health Score (PHS) and tell you whether your portfolio is in an Excellent, Good, Average, or Bad state.
Review Your Portfolio For Free

Portfolio Review Process

Just 4 Easy Steps

Connect with Your Broker

Select your existing broker and log in so that the system can fetch your portfolio for further review.

Portfolio Health Score and Analysis

Our algorithms do a detailed analysis of your portfolio from various angels and calculate the Portfolio Health Score (PHS) which determines whether the portfolio is in an Excellent, Good, Average, or Bad state.
The system identifies the number of stocks/sectors in your portfolio, the Market Cap-Wise Segregation of your portfolio (Large Cap, Mid Cap, and Small Cap stocks) along with the Sector-Wise Breakup.
The algorithms also look at the various fundamental parameters like :
Beta, ROE, ROCE, Debt to Equity, Portfolio PE, Penny Stocks, Tail Stocks etc.

Stocks Analysis and Fyn Score

Fynocrat’s algorithms analyse each company in your portfolio based on various Fundamental and other Proprietary Quant Parameters and assign different weights to each parameter to calculate what we named as “Fyn Score”.
Based on this Fyn Score, all the stocks are divided into different categories:
BUY
HOLD
EXIT

Suggested Actions to Take

As a last step of the Portfolio Review Process, we are summarising all the actions which an investor should take to become an Intelligent Investor and reap the fruits of Wealth Creation in the long term.

Simple, Transparent Pricing

Portfolio Review Plus

Key Features :

  • Portfolio Health Score.
  • Portfolio Analysis (Construction & Fundamentals).
  • Stocks Analysis & Verdict (Buy/Hold/Exit).
  • Suggested Actions to Take.

Fynocrat One

Combo Includes All the Benefits of :

  • Portfolio Review Plus
  • Intelligent Ideas (Add On FynoTick)

Save ₹1,500

A Quick Glance of Portfolio Review

Stocks Not Performing as per Your Expectations ?

Review Your Portfolio For Free

*Disclaimer :

The objective of the Portfolio Review software is to present the facts and figures of an investor’s existing portfolio so that he can be educated about it, and he can take informed decisions. This should not be construed as investment advice and the investor is advised to consult his / her advisor prior to arriving at any investment decision.
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SEBI Registered Research Analyst Details

Registered Name: Fynocrat Technologies Private Limited
CIN No.: U72900UP2022PTC164214
GST No.: 09AAFCF0553R2Z4
Reg Address: K-286, Site V Kasna Industrial Area Greater Noida Noida Gautam Buddha Nagar Up -201306
Type of Registration: Non-Individual
Registration No.: INH000011918
BSE Enlistment No.: 5759
View Registration Certificate
Valid Till: Mar 14, 2028
Compliance Officer: Mr. Saurabh Goel | compliance@fynocrat.com | +91 120 4458575
Grievance Officer: Mr. Saurabh Goel | grievance@fynocrat.com | +91 120 4458575
Principal Officer: Mr. Gaurav Goel | connect@fynocrat.com | +91 120 4458575

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SEBI Office Details:

  • SEBI Bhavan BKC, Plot No.C4-A, 'G' Block Bandra-Kurla Complex,
    Bandra (East), Mumbai - 400051, Maharashtra
  • Tel: +91-22-26449000 / 40459000
    Fax : +91-22-26449019-22 / 40459019-22
    E-mail : sebi@sebi.gov.in
    Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR
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Disclaimer: “Registration granted by SEBI, membership of BASL, and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. The securities quoted on the website are for illustration only and are not recommendatory.”
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.