WealthLenseAIIs Your Portfolio
Working Hard Enough?
An AI brain for your finances. Instant portfolio health check, deep insights, and a personalized financial plan — completely free.
“Found ₹3.8L worth of overlapping mutual funds I never knew about. The AI spotted it instantly.”
Priya S.
🇮🇳 India
“It flagged that I was maxing out regular brokerage but not utilizing my Roth IRA first. Game changer.”
James M.
🇺🇸 USA
“Discovered I had too much in cash ISA earning below inflation. The action plan was really specific.”
Aisha K.
🇬🇧 UK
Everything You Need to Fix Your Portfolio
Most investors have too many overlapping funds, wrong allocation, or no debt exposure. Our AI catches all of it in seconds.
Upload Any Format
PDF statements, broker CSV exports, or Excel sheets up to 1 MB. Our AI reads them all.
Portfolio Health Score
Get a 0–100 score with letter grade. Instantly know if your portfolio is A-grade or needs urgent attention.
Asset Allocation Analysis
See your actual equity/debt/gold split with a visual donut chart. Identify dangerous overweights.
Specific Recommendations
Not generic advice. Real actions like 'Exit the duplicate large-cap fund — it overlaps 80% of your existing holdings.'
30-Day Action Plan
Step-by-step numbered plan. What to do first, why, and by when — no confusion.
AI Financial Planner
Download our questionnaire template, fill in your complete financial picture, and get a personalised plan covering goals, tax, retirement and more.
Try it free →
PDF + Email Report
Download a branded PDF report or get it emailed to you. Share with your adviser anytime.
Brand or fintech app?
Partner with us — feature your product to investors worldwide.
How It Works
Three simple steps to a healthier portfolio
Upload Your Portfolio
Upload your financial statement, broker CSV export, or manually enter your holdings. Supports PDF, CSV, and Excel up to 1 MB.
AI Analyzes in Seconds
Our AI reads every holding, checks allocation, finds duplicates, and assesses risk vs. your age and goals.
Get Your Report
Receive a full health report with score, insights, recommendations, and step-by-step action plan. Download as PDF or get it emailed.
See exactly what you'll get
Explore real-looking sample reports for India, USA, UK, Singapore, and Australia — before uploading anything.
Arjun's Portfolio
Health score out of 100
"Found overlapping large-cap funds and a dangerously thin emergency buffer."
Sarah's Portfolio
Health score out of 100
"Roth IRA completely untapped — missing $200K in tax-free retirement growth."
James's Portfolio
Health score out of 100
"ISA allowance only 32% used — leaving £16,000/yr of tax-free growth on the table."
Your Portfolio Deserves a Health Check
Investors worldwide are over-diversified, under-allocated, or missing tax-saving opportunities. Find out where you stand — completely free.
Takes 30 seconds. No credit card. No spam.