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Features

Complete Portfolio
Intelligence Suite

Institutional-grade analysis tools designed specifically for the Indian market. See what the pros see.

Performance Analytics

Track your portfolio's complete performance history with detailed metrics including total returns, absolute gains, win rate percentage, and identification of best and worst performers.

  • Real-time portfolio valuation
  • Historical performance tracking
  • All-time high analysis for each stock
  • Weighted average cost calculation
Total Returns
+24.8%
+₹1,24,500
Win Rate
78%
Best Stock
RELIANCE
Volatility
Beta
Drawdown
Sharpe
Risk Score6.8/10

Risk Assessment

Understand your portfolio's risk profile with institutional-grade metrics including Beta, Sharpe Ratio, Sortino Ratio, Maximum Drawdown, and volatility analysis.

  • Risk Radar with 7-factor analysis
  • Concentration risk alerts
  • Sector exposure monitoring
  • Tail risk assessment

Expert Recommendations

Receive data-driven BUY, HOLD, or SELL recommendations based on dual Value and Growth investing frameworks with clear rationale for each suggestion.

  • Value investing metrics analysis
  • Growth momentum indicators
  • Alternative stock suggestions
  • Sector-relative comparisons

Tax Impact Analysis

Understand your tax liability with STCG/LTCG classification based on Indian tax laws, including ₹1 lakh LTCG exemption tracking and tax harvesting opportunities.

  • Short-term vs Long-term classification
  • Estimated tax liability calculation
  • Tax-loss harvesting suggestions
  • Holding period optimization

Ready to optimize your portfolio?

Join thousands of intelligent investors who trust Alphalens for their portfolio analysis.

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Disclaimer: The information provided is for informational purposes only and should not be considered financial advice. Please consult a qualified financial advisor before making investment decisions. Past performance does not guarantee future results.

Alphalens by Edhaz Financial Services Private Limited

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