(Only for investors in India) Portfolio Review Pro optimizes your mutual fund portfolio without the need to download yet another app. It fetches your MF holdings, shows you a crisp snapshot, and gives you insights and recommendations to optimise the returns.
Its a brilliant tool to say the least, i have been with Primeinvestor for years now and have been able to follow their research for all my stock market decisions, since i diligently follow their advise i didnt have any actionable from the review which is good thing :) but the report is super actionable, benchmarks returns with each MF and also provides insights into how we are doing based on our goals and risk apetitite, amazing innovation. We need more such products to scale financial inclusion