Total Portfolio Value
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Cost: –
Total Unrealized Gain
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Return: –
Consolidated Portfolio XIRR
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Newton-Raphson annualized return
Holdings & Plans
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Direct vs Regular
Portfolio Health Score
Institutional Audit
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/ 100
Evaluating Quality
Analyzing expense leakage, risk drift, and performance alpha...
Asset Allocation & Drift
Aligned
Target Range for Moderate: 50%–70%
Loading allocation analysis...
Distributor Drag & Wealth Leakage
Regular Plans
Regular Plan Corpus:
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Annual Intermediary Leakage:
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10-Year Compounded Wealth Loss:
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Direct plan would yield significantly higher capital
🚨 Key Risk & Hygiene Alerts
AI Prioritized
🎯 Fund Action Roadmap
SEBI Aligned
Mutual Fund Holdings & 4-Tier Form Diagnostics
🟢 In-Form
🟡 On-Track
🟠 Off-Track
🔴 Out-of-Form
| Scheme Name & Folio | Category | Plan | Invested Cost | Current Value | Weight % | Gain % | Fund XIRR | 1Y / 3Y CAGR | Alpha vs Benchmark | Form Status |
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Form Classifier Rationales & Rolling Metrics
Multi-Fund Topology
🌸 Multi-Fund Spatial Flower Venn Topology
Interactive visual constellation mapping equity overlap across all mutual funds simultaneously. Intersecting petals highlight shared weights.
🟢 <10% Low
🟡 10-25% Moderate
🔴 >25% High
⚯ Dynamic Pairwise Venn Diagram Simulator
Select any two mutual funds to compute exact geometrical overlap, common constituents, and diversification rating.
VS
0.00% Overlap
Low Overlap
Good Diversification
Funds show very low overlap, indicating good diversification between both funds.
Common Constituent Stocks (0)
| Common Stock | % Weight in Fund A | % Weight in Fund B | Overlap Contribution |
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🏛️ Consolidated Cross-Fund Stock Exposure
Discover all underlying company equities held across multiple mutual funds in your portfolio.
| Underlying Stock / Company | Funds Holding This Stock | Fund Count | Aggregated Portfolio Weight |
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All Pairwise Overlap Matrix Cards
✦ Google Gemini AI Portfolio Verdict
Structured GenAI
Synthesizing institutional quant findings...
Actionable Fund Recommendations
Chronological Rebalancing Checklist
Interactive Execution
🤖 FinWise AI Advisor (Groww G.1 Architecture)
Institutional Multi-Turn Agent backed by Deterministic Quant Engine & SEBI Compliance Guardrails
Gemini + Quant Engine
Quick Test Prompts:
ℹ️ FinWise AI is an educational assistant and portfolio simulation tool. Please consult a SEBI-registered RIA for actionable investment advice.
Total Income
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Total Expenses
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Net Savings
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Spending Rate
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of income spent
Spending Categories
Monthly Expenditure
Week-wise Spending
Day Distribution
Expenses by Category
Daily Spending Trend
⚡ Unusual Transactions