Analyze your India and US portfolio with AI-powered intelligence. Track performance, uncover risks, and get actionable insights.
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Net Worth
India
₹32.1L
US
$1,820
Risk
Moderate
Explore a sample portfolio analysis across four views. This is what your dashboard looks like.
Net Worth
India
₹32.1L
US
$1,820
1Y Return
+18.4%
Asset Allocation
Most investors cobble together multiple apps, spreadsheets, and broker portals. The result? Fragmented data and no real clarity.
Zerodha, Groww, Vested, bank FDs, PPF — your wealth lives in 5+ apps with no unified view.
Are you beating Nifty 50? What is your actual XIRR? Most investors cannot answer these basic questions.
Concentration in one sector, unhedged currency exposure, rising volatility — risks hide in fragmented data.
Without active monitoring, your asset allocation drifts silently from targets. By the time you notice, it is too late.
Divitix AI analyzes your entire portfolio and generates actionable insights. Not generic advice — real analysis based on your actual holdings, allocation, and risk profile.
IT sector concentration at 38% exceeds recommended 25% threshold. Consider reducing exposure.
Shifting 8% from IT to healthcare would improve diversification score from 0.62 to 0.78.
US portfolio outperforming India by 3.9% over 90 days. Dollar-cost averaging working well.
₹32.14 L
+12.4% 1Y
$18,200
+22.1% 1Y
Indian equities, US stocks, ETFs, mutual funds — all in one dashboard. Divitix aggregates your entire global portfolio so you see the full picture.
Six integrated modules working together to give you complete portfolio clarity.
Net worth tracking with daily snapshots, asset allocation breakdown, and currency exposure analysis.
AI-generated portfolio reports with risk diagnostics, rebalancing suggestions, and structural insights.
Benchmark your returns against Nifty 50 and S&P 500. See contribution by holding, sector, and region.
Composite risk score based on concentration, volatility, currency exposure, and liquidity analysis.
India equities via Setu AA, US brokerages via SnapTrade. One dashboard for your entire global portfolio.
Ask questions about your portfolio in natural language. Get answers grounded in your actual financial data.
Don't just track returns — understand them. See how your portfolio compares to major benchmarks and identify what is driving your performance.
Performance
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₹3,999 / year (save 17%)
Full portfolio intelligence
Founding price locks in for 6 months
Bank connections via RBI-regulated Setu Account Aggregator — read-only, zero transaction access. All data stored in India (Mumbai region). PAN is masked and never transmitted. DPDP Act 2023 compliant.
Read-Only Access
No transaction execution
RBI-Regulated AA
Setu Account Aggregator
Data Stored in India
Mumbai region servers
Encrypted at Rest
AES-256 encryption
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