Smart portfolio diagnostic

The diagnosis your portfolio actually needs

Built on the multi-factor framework that informs ₹30Cr+ of portfolios advised

Read-only broker connection
Results in 2 Minutes
72

Overall Score

Out of 100

Score Breakdown

Framework
Asset Allocation
Volatility
14+

Years Experience

₹30Cr+

Portfolios Advised

100%

Transparent

SEBI

Reg No. INA000018780

How this works

Get insights about your investments in 3 easy steps

1

Connect Safely

Link your investment account securely. We only view your holdings - we never make changes or access your money.

Zerodha Angel One HDFC SKY 5paisa IIFL Capital Motilal Oswal Paytm Money Upstox Dhan Trustline
2

We Analyze

Our system checks your stocks across 6 key areas to understand how well your portfolio is set up for success.

Stock Quality
Portfolio Mix
Risk Profile
4,300+ Indian-listed stocks covered
3

Get Clear Guidance

Receive your score and simple suggestions on what to keep, what to review, and how to improve.

Keep These

Stocks doing well

Review These

May need changes

What You'll Discover

We break down your portfolio into few easy-to-understand areas

Quality Of Portfolio

A score for every holding. Built from the kind of multi-factor analysis institutional desks use to evaluate single names.

Multi-factor, cycle-adaptive

Growth Potential

Your holdings checked at the portfolio level. Because individual stock scores don't capture how holdings fit together.

Portfolio-level checks

Risk Management

How the portfolio actually behaves. And whether the risk you're carrying matches the risk you signed up for.

Behaviour vs intent

Sample Report

Your Results
Quality Of Portfolio Good
8.5
Growth Potential Fair
6.2
Risk Management Good
7.8
Plus more insights

Simple Actions

Keep holding Company A

Strong performer

Consider adding Company B

Good for balance

Review Company C

May need changes

Different cycles, different scoring

What looks expensive in a bull cycle isn't priced the same way in a downturn. The scoring weights adapt to where the market actually is, not to where it was last year.

EARLY CYCLE MID CYCLE LATE CYCLE DOWNTURN

We track which phase the market is in. The scoring weights adapt accordingly.

Why this matters

Most retail tools use the same scoring weights regardless of where the market is. In their model a high-growth stock looks equally good in 2021 as in 2023 . That's not how institutional portfolios are run.

What we do

We track which phase India's business cycle is in, then adjust how the scoring weights are set. The score reflects the moment, not a textbook average.

Why Trust Us

We're on your side, not selling you products

No Hidden Agenda

We don't earn commissions. We don't sell products. Just honest advice based on what's best for you.

14+ Years Trusted

Our team has helped large institutions manage money. Now we bring that expertise to you.

Your Data is Safe

We only read your holdings - we never touch your money or make changes.

Regulated & Registered

We follow all legal requirements and are registered with SEBI. Your trust and safety matter most to us.

SEBI Registered
Fully Compliant
Transparent Fees

Investments in securities are subject to market risks. Read all related documents carefully before investing.

What Our Investors Say

Real feedback from people like you

Ready to See How You are Really Doing?

See what your portfolio actually says? Connect your broker. Get scores. Decide what you want to do.

2 Minutes

To connect

Portfolio Analysis

Smart insights

100% Secure

Read-only broker connection.

Join investors who already trust us

Expert Guidance, Made Simple

Our team has spent over 14 years helping large organizations manage billions. We understand complex investments, but we explain everything in simple terms.

We built LLama Research because we believe every investor deserves professional-quality advice, not just the wealthy. You work hard for your money - it should work hard for you too.

Institutional Experience

Same methods used by professional money managers

Built for You

Designed for busy professionals who want clarity

Always Transparent

Clear explanations, no confusing terminology

₹30Cr+

Portfolios Advised

100%

Retention Rate

Frequently asked Questions

Everything you need to know

Is my data really safe?

The broker connection is read-only. We can see what you hold; we cannot place trades, move money, or change your account in any way

How much does it cost?

The analyzer is part of our subscription. Our subscription plan is ₹ 3690/year. The subscription includes goal-based advisory, regular rebalancing advice, full Market Research library (21+ reports a year), and unlimited portfolio analyzer use. No commissions, no product-pushing, fees aligned with what we do for you.

What if I don't understand something?

Reports are written for sophisticated readers without the finance-jargon decoration. If a specific reading needs clarification, email support@llamaresearch.in.

Do you sell investment products?

No. We are a SEBI-registered Investment Adviser. No commissions, no product-pushing, fees aligned with what we do for you. The work is what we sell, please check our subscription plans for more details.

Which brokers do you support?

We work with all major brokers including Zerodha, 5paisa, Angel One, HDFC SKY, IIFL Capital, Motilal Oswal, Paytm Money, Upstox, Dhan, and Trustline.