Free · AI-powered · No broker login

Get a free AI health-check on your NSE portfolio.

Add up to 10 NSE holdings and Swing Edge runs a complete review: XIRR, sector exposure, per-holding technical verdict, risk flags and an AI-generated portfolio summary with winners, losers and the top concern to act on.

Signed-in account required to save holdings. Educational research only — not investment advice.

What's in your portfolio review

Every analysis includes the same checks a careful swing trader would run by hand — and a few they wouldn't.

🎯

Health score (0–100)

Composite of six weighted components: setup quality, drawdown discipline, sector concentration, RS leadership, age of positions and gainer/loser ratio.

📈

XIRR (annualised return)

Excel-standard XIRR calculation per holding and at portfolio level — accounts for different purchase dates so your number reflects actual capital-weighted performance.

🔍

Per-holding technical table

Each stock graded on stage, RSI, RS rank, distance from 52w high, 200-DMA position, downside %, R/R ratio and days since scanner appearance.

🏭

Sector & cap exposure

Visual bars for sector / cap-size weights, with Nifty 500 overweight flags. Spot concentration risk before it costs you.

⚠️

Risk flags

Earnings within 5–20 days, sector clusters, individual position size, stop-loss violations and lifecycle red flags surfaced as a strip at the top.

🤖

AI verdict & summary

Gemini-powered review with score, verdict, top winners, biggest concerns and a "what's changed since last review" diff when you re-run it.

🔗

Share read-only

Generate a public, read-only share link of any review — send to your accountability partner or save for your own records.

🖨️

Print or PDF

Print-ready layout for archiving reviews or sharing with a financial advisor. No watermarks, no upsell.

How it works

1️⃣

Sign in

Create a free Swing Edge account in under 30 seconds. No broker credentials required.

2️⃣

Add holdings

Type symbol, quantity, average price and purchase date for up to 10 NSE stocks. Edit anytime.

3️⃣

Run analysis

Click "Run AI Analysis". Snapshot loads instantly. Full AI review generates in 5–10 seconds.

4️⃣

Act, wait or skip

Each holding gets a verdict. Aggregate health-score gauges your portfolio. Take it from there.

🔒
No broker login required
🆓
10 analyses per 30 days
Snapshot in < 1 second
📤
Share-link & print built in

Frequently asked questions

Is the portfolio analyzer really free?

Yes. The portfolio analyzer is free for all signed-in users. Up to 10 AI-powered analyses are available per 30-day window, plus unlimited live snapshots.

Do I need to share my broker login?

No. You enter holdings manually (symbol, quantity, average price, purchase date). Swing Edge never connects to any broker and never holds trading credentials.

What does the AI review actually do?

It evaluates each holding's technical setup (trend stage, RSI, RS rank, distance from 52w high), aggregates portfolio metrics (XIRR, hit rate, sector concentration), and produces a verdict with winners, losers, and a top concern. It is research and education only — not investment advice.

What if I have more than 10 holdings?

Add your 10 highest-conviction positions or your largest-weighted ones. The analyzer is designed for focused swing portfolios; reviewing 50 holdings at once dilutes the verdict's usefulness.

Is this investment advice?

No. Swing Edge provides scanner outputs and research insights only. Nothing on the site constitutes a personalised recommendation, financial advice, or a guarantee of returns.

Stop guessing about your portfolio.

Run a free AI health-check in under two minutes. No broker login, no credit card, no upsell.

Open the analyzer →