I've tried Portfolio Review Pro tool from Prime Investor a couple of times and it is indeed a very helpful tool developed by the team. First it fetches all the mutual fund investments with very ease in a minute and in another 2 to 3 minutes of processing, comes up with an entire report on our MF investments. It provides the current state on different parameters, risk appetite and years of investments viz: Concentration of funds, performance, quality of funds etc. and gives a comprehensive report along with recommendations, if any. Will definitely recommend each one to try to the product and get benefitted.
What's great
fast performance (1)risk assessment (2)comprehensive report (2)investment insights (4)mutual fund aggregation (3)concentration analysis (3)quality assessment (2)
Report