My Portfolio's health is Great!
Time to check your Portfolio's Health and Trading Analysis
Easy Sign up
Upload Current Portfolio
Generate a Portfolio Evaluation and Trading Analysis Report
Are you holding the right set of stocks?
PortfolioSmith will algorithmically evaluate and give a quick analysis of your portfolio and each stock in it and recommendations based on CAN SLIM Methodology
PortfolioSmith diagnoses the overall strength of your stock
Evaluate your current portfolio to make sure you are on the path to maximize the wealth creation PortfolioSmith diagnoses the overall strength of your stock after an expert examination of its technical and fundamental characteristics.
Partner with us to give your clients the best evaluation tool:
You can also upload your recommendations
You can recommend stocks from your portfolio
|Proprietary Rating & Rankings|
|CAN SLIM Score|
|Sector Analysis & Style Diversification|
|Best Winners/ Worst Losers|
|Best / Worst exclusions|
|Existing vs. Restructured portfolio|
Frequently Asked Questions
- Select PortfolioSmith Format and upload transactions in the format provided in the sample csv file
- Manually enter transactions one by one
- Upload your Zerodha Traderbook
- Import transactions from My Portfolio section of MarketSmith India, if you have updated in My Portfolio.