1. View Your Health Score
Steps
Tap the Wealth icon in the bottom navigation.
Tap the Health badge below the P&L card.
Details
Your Health Score is shown as a value between 0 and 100, with labels: Poor, Average, Good.
Tap “How it’s calculated” to view the weighted-average formula.
Important
Health Score is based only on linked stocks and mutual funds.
Manual entries (like real estate or FDs) do not contribute to your Health Score.
2. Check Your Portfolio Health
Steps
Tap the Portfolio Health card.
Explore Alternatives to improve your portfolio.
3. Review Your Diversification
Steps
Tap the Diversification card to see your Diversification Score.
Scroll down to Needs Attention for suggested Portfolio Improvements.
You can also find similar details on the Home screen under Asset Health.
4. Understand Your Risk Profile
Steps
Your portfolio is split into three buckets:
Stable
Secure
Rapid-Growth
Tap any segment to see allocation details.
Important
If you only see one bucket, it means all your linked holdings fall into that risk category. Diversify into other asset types (e.g., adding equity) to populate other buckets.
5. Review Performance
Steps
Check your 1W, 1M, 3M, 1Y returns for Stocks vs. Mutual Funds.
Tap a bar to see individual asset returns.
Important
1Y returns only show after an asset has a full 365-day history. Newly linked assets will need more time to accumulate data.
6. Explore Portfolio Composition
Steps
View a pie chart showing your asset categories:
Equity
Debt
Gold
Crypto
Tap a slice to list the underlying holdings.
Important
Manually added gold investments won’t appear in the pie chart—they must be linked for automated analytics.
Ensure each holding is tagged correctly (e.g., classify FDs under Debt) to ensure all asset types appear.
Keeping your analytics up to date
Manual updates: Only linked stocks and mutual funds are included in Health Score and diversification analytics.
Update frequency: Health Scores refresh hourly. Returns are updated daily.
No investment advice: These metrics are informational only, not investment recommendations.
Frequently asked questions
Why is my Health Score still ‘Unknown’?
You need at least one linked stock or mutual fund account. Manual assets (e.g., FDs) are not counted.My Health Score hasn’t updated.
Scores refresh every hour. If it’s been over an hour, tap Sync on the Wealth dashboard to manually refresh.I see only one bucket (e.g., ‘Stable’). Where are the others?
All your linked holdings may fall into the same risk category. Add more diversified assets to fill other buckets.The percentages don’t add up to 100%.
Minor rounding differences may cause the total to show as 99% or 101%.My 1Y returns aren’t showing.
Returns require a full 365-day history. Newly linked assets need more time to accumulate data.Why is my gold not showing in the pie chart?
Manually added gold investments don’t feed into automated analytics. Only linked assets count.An asset type is missing from my portfolio.
Double-check that each holding is correctly tagged (e.g., FDs under Debt). Mis-tagged entries won’t appear in the portfolio composition.
Need help?
For any questions or issues, email [email protected].