A review aid across available evidence.
Portfolio intelligence for thoughtful reviewKnow what you own.
Know what you own.
Understand what changed.
Remember why you acted.
FinanceOS Pro turns portfolios and financial documents into clear, source-aware explanations of what you own, where risks and hidden overlaps exist, what deserves review, and why you made each investment decision.
Source-aware portfolio intelligence · Built for review, not tradingPortfolio review · Illustrative product preview
Top positions · calculated by FinanceOS
What deserves review?
Selected portfolio contextSee how FinanceOS reviews a real-world portfolio structure.
Bundled demonstration portfolios work in a fresh browser and remain isolated from private imports.
Mutual Fund Portfolio
Explore allocation, concentration, statement XIRR, overlap, Portfolio Review Score and source transparency.
Explore Mutual Fund SampleDirect Equity Portfolio
Explore holding concentration, reported performance, benchmark context, material positions and review priorities.
Explore Direct Equity SampleYour portfolio has more information than a balance.
FinanceOS helps investors move from simply seeing numbers to understanding what those numbers mean.
Know what you own
See concentration, allocation and portfolio structure.
Understand what changed
Review performance, benchmark differences and emerging areas of attention.
Remember why you acted
Keep the reasoning, review triggers and investment decisions connected to the portfolio.
One clearer way to review a portfolio.
Evidence, explanation and memory stay connected without turning FinanceOS into a trading platform.
Portfolio Assessment
Understand concentration, diversification and what deserves review.
Performance Intelligence
Compare holdings and benchmarks without hiding unavailable data.
Mutual Fund Overlap
See repeated exposures and hidden concentration across funds.
Ask FinanceOS
Ask questions using the selected portfolio as context.
Decision Memory
Remember why you invested and what would make you reconsider.
Source-backed Reports
Generate review-ready portfolio reports with provenance and limitations.
From portfolio statement to clearer decisions
- 01
Bring your portfolio
Import a statement or review a portfolio snapshot.
- 02
FinanceOS explains it
See concentration, performance, overlap, Review Score and missing information.
- 03
Know what deserves review
Ask questions, record decisions and generate a source-aware report.
Follow the evidence, not the noise.
Focused product previews reflect the existing validated workflows. Figures shown here are illustrative product-preview content, not live investor results.
DIRECT EQUITY
See where your portfolio is concentrated
Identify which holdings dominate the portfolio and separate meaningful positions from small positions.
Direct equity · Illustrative product preview
Largest holding18.9%Top three50.5%Material holdings8
Larsen & Toubro18.9%ICICI Bank15.4%Infosys6.5%
Positions below 1% remain separate from headline rankings.
MUTUAL FUNDS
Understand mutual funds beyond returns
Review allocation, scheme concentration and overlap while keeping source limitations visible.
Mutual funds · Illustrative product preview
70%Equity
Equity allocation 70%Gold allocation 30%Verified overlap Unavailable
Source dates and exclusions remain visible beside calculated exposure.
COPILOT
Ask your portfolio questions
FinanceOS keeps the selected portfolio context so answers stay grounded in the evidence you are reviewing.
Copilot · Illustrative product preview
SELECTED SAMPLE CONTEXTSample Direct Equity PortfolioDirect equity · bundled source date retained
Where is my portfolio concentrated?
Your portfolio is concentrated in its largest positions.Largest holding 18.9% · top three 50.5%
DECISION MEMORY
Never lose the reasoning behind a decision
Record your thesis, review triggers and reasons for acting so future reviews retain context.
Decision record · Illustrative product preview
Approved observationSaved locally
Review the concentration against the investor-defined mandate and recorded trigger.
REVIEW TRIGGERConcentration exceeds saved limit
Portfolio Review Score4.3 / 5
Illustrative product preview
Review methodology
A review aid, not a rating.
The Portfolio Review Score helps organise a review across the evidence that is available. Unavailable components remain visible and the remaining documented weights are rebalanced transparently.
- Not an investment rating
- Not a suitability rating
- Not a buy/sell score
Numbers without context aren't enough.
FinanceOS keeps source, methodology, missing evidence and privacy boundaries visible throughout the review.
Source-aware
Know whether a figure was investor-provided, source-reported or calculated by FinanceOS.
Unavailable means unavailable
FinanceOS does not silently convert missing evidence into zero.
Methodology you can inspect
Review how concentration, XIRR, overlap and the Portfolio Review Score are interpreted.
Private local validation build
Portfolio, assessment, report and Copilot records persist in this site’s local browser storage. Imported files are processed in the browser; these workflows do not send financial records to a FinanceOS backend, external AI service or analytics service in this validation build.
Local browser storage is not encrypted by FinanceOS. Anyone with access to this browser profile and site data may be able to view or remove saved records. Deeper details remain available through workspace Data & Trust surfaces.
Built for investors who want to inspect the reasoning, not just the number.
FinanceOS keeps evidence, methodology and limitations attached to the portfolio review.
Facts retained from the dated source.
Derived values remain distinguishable from source facts.
Missing evidence is never silently converted to zero.
Calculation methods stay available beside the review.
Source-backed reporting
A portfolio review you can actually keep.
Bring the portfolio snapshot, concentration, performance context, review findings, source provenance, limitations and relevant Decision Memory into one review-ready report.
Explore ReportsReports · Illustrative product preview
Portfolio snapshotConcentration and performance contextReview findingsSource provenanceData limitationsDecision Memory
GUIDED PRODUCT PREVIEW
Watch 1-minute DemoSee FinanceOS Pro in action
Take a one-minute walkthrough from portfolio snapshot to concentration, Assessment, Ask FinanceOS and Decision Memory.
Autoplay product preview · Captions includedBuilt with feedback from investors and finance professionals.
No fabricated testimonials or user-count claims.Review with contextYour portfolio already contains the answers.
Your portfolio already contains the answers.
FinanceOS helps you see them.
These links open a third-party Google form. Information submitted there is handled through Google's service. FinanceOS does not attach or upload portfolio files when you follow the link. Do not share bank or demat credentials, Aadhaar or PAN.