AI Copilot for everything
Ask about any NSE stock or your own holdings and get an answer that cites your actual weights.
AI Copilot for Indian stock portfolios
Investam — AI Copilot for Indian Stock Portfolio Analysis
Most investors own 8 stocks and think they are diversified. Investam scores your holdings, exposes the concentration you can't see — and gives you an AI Copilot that answers anything about any NSE stock and your own portfolio.
No broker connection neededSample portfolio includedEducational analysis only
Sample portfolio · Educational analysis
Total portfolio value
₹12,84,650
+₹8,420 today · +0.66%
72Health
Diversification
64/100
Risk
58/100
Quality
81/100
Sample portfolio vs broad market · 12 months
Portfolio +28%Market +16%
Illustrative sample data. Past movement never predicts future returns.
AI Portfolio Doctor
Your businesses are strong. Your bets are less diversified than they look.
HAL and BEL together create a 23.4% defence theme exposure. A theme-led correction could affect both holdings at once.
Strength
Quality score is 81/100
Hidden risk
Top two themes drive 47%
Next step
Test trimming HAL by 25%
The AI Copilot
Ask anything about any stock — or about your own portfolio.
The Copilot reads your holdings, weights, sector mix and Investam Stock Scores before it answers. So "is this stock expensive?" becomes an answer about your position size, your sector overlap and your risk — not a generic paragraph you could have found anywhere.
- Fundamentals, growth, valuation and momentum for any listed Indian company
- Why your health, diversification, risk or quality score is what it is
- Which holdings quietly move together and duplicate the same bet
- What happens to your allocation if you buy, trim or exit a position
Ask Investam Copilot
Is TCS expensive right now?
TCS trades above its 5-year average P/E while revenue growth has cooled to high single digits. On the Investam Stock Score it still earns a strong quality mark (business & financial quality 84/100) but valuation drags the total to 71.
What is the biggest risk in my portfolio?
Theme concentration. HAL and BEL together are 23.4% of your value and move on the same defence order cycle, so one policy shock hits both. Your 7 stocks behave more like 4 independent bets.
If I add ₹50,000 to HDFCBANK, what happens?
Banking rises from 32% to 35.1%, diversification drops 64 → 61, and portfolio risk score worsens by 3 points. Adding to SUNPHARMA instead would raise diversification to 68.
Which holding looks overvalued?Am I too exposed to banks?Rate my portfolio out of 100
Inside the analysis
Your whole portfolio on one screen
Scores, sector mix and holdings sit together, so a number and its explanation are never a click apart.
OverviewSample portfolioEducational analysis · not advice
Portfolio value
₹12,84,650
+0.66% today
Health score
72/100
Balanced, watch themes
Diversification
64/100
2 themes drive 47%
Quality
81/100
Strong businesses
Sector allocation
Banking and defence together drive over half the value.
- Banking & Financials32%
- Information Technology24%
- Defence & Capital Goods23.4%
- Consumer & Retail12.6%
- Pharma8%
Top holdings
weight · score · today- HDFCBANK18.2%78+0.8%
- TCS15.4%71-0.4%
- HAL13.1%74+2.1%
- RELIANCE12.7%69+0.5%
- BEL10.3%72+1.6%
HAL and BEL are one bet, not two — the Copilot explains why and what to do about it.
From data to decisions
Not another screen full of ratios
Every number earns its place by answering what it means for your portfolio.
Portfolio health score
One explainable 0–100 score across spread, business quality and risk.
Hidden-risk radar
Surface single-stock, sector and theme concentration you can't see in a holdings list.
What If? simulator
Preview how buying or trimming a stock moves your scores and allocation.
How it works
Clarity in three steps.
Go from a list of holdings to a portfolio-level second opinion in minutes.
Step 1
Add your portfolio
Enter quantity and average buy price, or explore instantly with a realistic sample portfolio.
Step 2
Get the diagnosis
Investam measures diversification, business quality, concentration and volatility together.
Step 3
Ask the Copilot anything
Question any holding, any NSE stock, any score — and test changes before you touch real money.
AI-powered stock and portfolio analysis for Indian investors
Indian retail investors have never had more data and never had less clarity. Screeners list hundreds of ratios, apps show a single profit-and-loss number, and nothing explains whether your portfolio is actually built to survive a bad year. Investam is designed to close that gap: it reads your holdings and returns a structured, explainable diagnosis instead of raw numbers.
Portfolio health score, explained
Your portfolio health score combines diversification, business quality and risk into a single 0–100 reading, and every component can be opened up. If diversification is low, Investam names the sectors and stocks responsible. If risk is high, it points to the volatility and concentration driving it. The goal is a number you can argue with, not one you have to trust blindly.
Investam Stock Score for any NSE company
Each stock is scored out of 100 across six weighted categories — business and financial quality, growth, valuation, financial strength, price and momentum, and risk and governance. That structure keeps a fast-growing but expensive company and a cheap but weakening one from looking the same. You can score a single stock for free before signing up.
An AI Copilot that knows your holdings
The AI Copilot answers questions about any listed Indian stock and about your own portfolio, grounded in your actual weights and scores. Ask why your diversification score is low, which two holdings duplicate the same bet, whether a stock's valuation is stretched, or what adding ₹50,000 to one position would do to your sector mix. The What If? simulator lets you rehearse that change before making it with real money.
Investam is an educational analysis tool for Indian equities. It does not provide investment recommendations or guarantee returns, and it is not a substitute for advice from a SEBI-registered investment adviser.
FAQ
Straight answers.
Clear about the data, the score and the limits of AI-assisted analysis.
Find out what your portfolio is really telling you.
Add your holdings or use the sample portfolio. First diagnosis in under a minute — then ask the Copilot anything.
Analyze My Portfolio