Step 1: Go to www.wrightresearch.in and click the sign-in button (in the top right corner).

Step 2: A form occurs; you can enter your email address or sign up through your Google account.

Step 3:Once you sign in, You will be asked to choose one of these alternatives.

You can explore the two alternatives or move to the portfolio review section to evaluate your investments.

Step 4: The portfolio review tool is automated and can fetch equity portfolios from brokers and mutual funds without a manual process.

Step 5: To create an account and assess your portfolio, click "Create an Account" and give it a name of your choice.

Step 6: You'll see the main screen once you close the pop-up notification confirming the account creation.

Step 7: On the main screen, you'll find three main buttons: "Equity Holdings," "Mutual Fund Holdings," and "Upload Transactions. If you want the tool to automatically fetch your stocks for analysis, click "Fetch Equity Holdings. Or If you invested in mutual funds instead of equity, click "Fetch MF Holdings" to fetch your mutual fund investments.

Step 8: You will be asked to enter your PAN and contact numbers as requested, then enter the OTP received on your cell phone. Then your mutual fund investments will be added for analysis.

Step 9: You'll find various insights about your portfolio on the analysis screen, including risk profile, asset allocation, sector allocation, and returns.

Step 10: To manually add your investment transactions, click "Upload Transactions" and select "Manually Add Transactions."

Step 11:

Step 12: After adding your stock portfolio, you can conduct a quick risk analysis to understand your investment patterns better. The Wright Research tool now provides insights into the overall portfolio view, asset allocation, sector allocation, mutual fund allocation, and portfolio performance compared to a benchmark.

The Portfolio Review tool provides investors with a variety of insights.

The portfolio analysis tool assists in creating a complete picture of your entire portfolio, including portfolio rebalancing, diversification, risk and return analysis, asset allocation information, historical performance data, benchmarking, and tax efficiency analysis. Also, helps you to check your allocation to mutual funds and if it reflects your profile.

Investors of any experience level can benefit from the Portfolio Review tool. You may use it to understand your portfolio better, choose investments wisely, and accomplish your financial objectives.

Here is the step-by-step approach to making better investment decisions

Step 1: Monitor Portfolio Performance

Evaluate the returns of each investment and compare them to similar ones. It provides insights and details into the performance of your assets.
If this is a lot of effort and work, you can take advice from financial experts to conduct a portfolio review to assess your current holdings. Alternatively, you can utilize portfolio review tools like Wright Research's to independently evaluate your mutual fund portfolio's health.

Step 2: Examine Portfolio Allocation

Make sure you have a variety of diversification of investments in your portfolio, like stocks, mutual funds, ETFs, gold, and P2P lending. Different types of investments can help you pull off better long-term returns while reducing risk.
Your portfolio allocation depends on factors such as your investment goals, age, risk tolerance, and market conditions. One rule you can consider is subtracting your age from 100 to determine the percentage you should allocate to stocks. For example, if you're 30, you could give around 70% to stocks. However, adjusting this allocation based on your specific goals and circumstances is essential.

Step 3: Identify Fees Incurred

It is an important step. Consider different investing expenses, such as brokerage costs, advisory fees, entry and exit loads, transaction fees, and expense ratios. It is advisable to minimize expenses because it can drastically affect your profits or returns.

Step 4: Evaluate Goal Alignment

Your investing objectives should be in line with how your portfolio is allocated. If there is a discrepancy, it needs to be fixed right away. Goal-based investing aids in deciding which assets in your portfolio should be kept or sold.
For instance, investing in mutual funds to pay for an MBA over the next two years would not be a good decision, as long-term investments often pay off after five or more years. Therefore, getting advice from qualified professionals is essential. You can allocate your portfolio to assets that fit your unique goals and take a more calculated approach rather than depending on luck.

Reasons to try Wright's Portfolio Review tool:

Expert Portfolio Evaluation for Better Investment Decisions

Investing in the best or most profitable stocks and mutual funds is not enough because what may be performing well now may not be so tomorrow. However, regularly assessing your portfolio makes you a smart investor and get higher returns.

Increase your Return Potential with Our Portfolio Review Services

Wright Research is dedicated to assisting people in achieving their financial objectives by giving them access to the quality investing methods and resources. Our portfolio review tool helps navigate potential risks and aim for favourable returns.
The Wright Review tool assesses your portfolio using advanced algorithms to identify potential areas for improvement. It considers a range of features, such as risk tolerance, investment goals, asset allocation, and prior performance, to provide customized recommendations catering to your unique needs. In addition, The Portfolio Review tool is not only completely objective but also very effective. It can instantly analyze your portfolio so you may acquire real-time investing information and swiftly come to a conclusion.
At Wright Research, our combination of human expertise and cutting-edge technology is the key to delivering steadfast investment results for our clients. The Portfolio Review tool is just one example of how we use technology to enhance our services and help our clients achieve their financial goals.
Therefore, to navigate potential risks and aim for favourable returns, contact Wright Research today to learn more about our portfolio review services and the Wright Review tool.
Wright Research's team of experts is here to help you build a better financial future.

Powerful Portfolio Review Tool to Optimize Your Investments

No matter if you are a newbie in stocks or mutual fund investment or an expert. To make more innovative investments and get better return potential, you always have to make informed decisions. And most importantly, you have to focus on diversification, asset allocation, and understanding risk.
Wright research portfolio review tool examines an investor's investment holdings and offers analysis and suggestions to assist the investor in reaching their financial objectives. These tools analyze multiple metrics and data points using cutting-edge algorithms to thoroughly analyze the investor's portfolio.

Here are some standard features of the tool:

Risk assessment: Using your risk tolerance as a guide, the program assesses the degree of risk in the portfolio and suggests adjustments to lower risk.

Asset allocation analysis: The software examines your asset allocation, considering the different asset classes and how you are distributed throughout the portfolio.

Performance analysis: The tool assesses the performance of your portfolio by contrasting it with historical data and market benchmarks. It pinpoints the portfolio's weak spots and makes suggestions for performance enhancements.

Diversification analysis: This tool assesses the degree of portfolio diversification and makes modifications to help lower risk and boost returns via diversification.

Portfolio optimization: To customize the portfolio to your objectives and risk tolerance, the tool suggests adjustments of holdings, such as purchasing or selling particular assets or reallocating investments.

Real-time tracking: The tool offers the user real-time portfolio tracking, enabling you to keep an eye on your assets and make decisions based on the most recent information.

Benefits of using the Portfolio analysis tool

There are several benefits to using an artificial intelligence-driven automated portfolio review tool like the Wright Review tool. Here are some of the key advantages:

Objectivity: Unlike human advisors who may have biases or preferences, an AI-driven tool is completely objective and based solely on data and analysis. It means you can trust its recommendations.

Efficiency: The portfolio review tool can analyze your portfolio in minutes, allowing you to acquire current information on your assets and act swiftly. Which in turn saves your time and resources.

Personalization: The tool employs sophisticated algorithms that define buckets for you to choose from, catered to your general requirements. It implies that you can choose from a set of options that are more relevant and that a human adviser might be unable to provide.

Accuracy: The tool is made to swiftly and precisely analyze enormous volumes of data. In other words, you may be sure that the advice you get is founded on carefully examining your portfolio and the market

Scalability: AI-driven technologies in the tool are far more capable of handling many more customers at once than a human adviser and may be used to analyze big portfolios. They are, therefore, the perfect answer for investment organizations that must handle a huge number of clients.

The Wright Research Portfolio Review tool may deliver unbiased, effective, personalized, accurate, and scalable portfolio analysis, resulting in better investment decisions and higher returns.

Maximize Your Returns with Our Portfolio Review Services

Wright Research is dedicated to assisting people in achieving their financial objectives by giving them access to the greatest investing methods and resources. Our portfolio review tool helps to maximize returns and minimize risks.
The Wright Review tool assesses your portfolio using advanced algorithms to identify potential areas for improvement. It considers a range of features, such as risk tolerance, investment goals, asset allocation, and prior performance, to provide customized recommendations catering to your unique needs.
In addition, The Portfolio Review tool is not only completely objective but also very effective. It can instantly analyze your portfolio so you may acquire real-time investing information and swiftly come to a conclusion.
At Wright Research, our combination of human expertise and cutting-edge technology is the key to delivering exceptional investment results for our clients. The Portfolio Review tool is just one example of how we use technology to enhance our services and help our clients achieve their financial goals.
Therefore, to aim for potential growth in investment returns and to minimize financial risks, contact us today to learn more about our portfolio review services and the Wright Review tool. Our finance experts at Wright Research are here to help you build a better and robust financial future.