It reads your transaction history to show stock-level overlap across funds, sector allocation, and concentration risk. It answers whether adding a new fund truly diversifies your portfolio or simply duplicates existing exposure.
Risk & Portfolio 4-5 min
Portfolio X-Ray
Review mutual fund overlap, sector exposure, and allocation mix.
Educational model only
Portfolio Analysis
Portfolio Insights
Use your current holdings as the data source for a simple diversification and risk review.
Sign in to run your Portfolio X-Ray
This analysis is free and built from the mutual fund holdings saved in your account, so we need you to be signed in before showing anything real. Category split, concentration, and a risk read will appear here as soon as you are.
What you'll get
Category split, top holding share, risk label, and fund-level contribution - based on your own saved holdings.
Privacy
Your holdings stay tied to your account and are never shared outside Ramaniya.