Ionic Portfolio Streamliner
Build a Stronger Core forYour Invested Wealth
Build a Stronger Core for Your Invested Wealth
Import your investments and get an exhaustive, jargon-free assessment of your portfolio.
exhaustive analytics, simple outcomes
A 360° X-Ray of
your Portfolio
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Performance & Risk
We measure your portfolio IRR against a suitable benchmark IRR
Clear classification of outperforming and underperforming funds
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Allocation & Diversification
See your real allocation across equity, debt, alternatives and cash
Spot concentration by sector, theme, geography, promoter group and style
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Concentration & Blind Spots
Discover over-reliance on a few stocks, AMCs, themes or geographies
Uncover overlaps between funds that look different, but own the same names
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Tax Implications
Understand tax implications of potential exits or switches
View short-term vs long-term capital gains breakdown
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Weekly Portfolio Summary
Receive weekly insights on what happened with your portfolio
Stay informed about significant changes and market impacts
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BREAKDOWN ACROSS ASSET TYPE, SECTORS & EXPOSURES
Discover Detailed
Allocation
Current v/s Ideal
Discover ideal asset allocation for your risk profile. See ideal sectoral allocation and exposure across schemes & fund houses.
How Portfolio StreamlinerWorks?
How Portfolio Streamliner
Works?
Import your portfolio with few clicks and get direct actionables.
Import portfolio in minutes
Import your mutual funds through a single OTP using MF Central. Stocks will be imported through Account Aggregator through 2 OTPs — no upload required.
Our engine cleans, classifies and benchmarks
We de-duplicate, tag and benchmark each holding across returns, volatility, downside risk, style, sector and costs — using institutional-grade models.
You receive a prioritized action plan
Instead of a 40-page dump, you get a ranked list of actions: what to keep, what to trim, and where to re-allocate — aligned to your risk profile and goals.
Human Judgement,
Powered by Technology
Human Judgement,
Powered by Technology
Our analytics engine does the heavy lifting — crunching thousands of data points on returns, risk, style and costs. Then our experienced wealth specialists review the output in the context of your goals, time horizon and preferences.
No templated "model portfolio" pushed to everyone
Recommendations tailored to your risk comfort and liquidity needs
Option to co-create a long-term strategy after you've seen your assessment
Want an expert to walk you through your report?
Schedule a 30-minute discussion with a wealth specialist, once your assessment is ready.
security & privacy
Your Data Stays Yours.
Always!
Your Data Stays Yours.
Always!
Read-only Connections
We can view your holdings, but cannot place orders or move money.
Bank Grade Encryption
All data in transit and at rest is encrypted using industry-standard protocols.
Limited Access
Only your assigned team can view your assessment, strictly on a need-to-know basis.
Regulatory Oversight
Assessments are provided through SEBI-registered investment advisory entities.
Get your Portfolio
Assessment
started
Get your Portfolio
Assessment Started
Import your existing holdings, uncover blind spots and walk away with a clear, prioritised action plan for your wealth.
Your Questions,
Answered
by Our Experts
Frequently Asked Questions
AMFI Registered Mutual Fund Distributor
Angel One Wealth Limited (AOWL)
(Formerly known as Angel One Wealth Management Limited)
ARN AOWL - 293044
CIN AOWL - U66190MH2023PLC411784
Angel One Investment Services Private Limited (AOISPL)
ARN AOISPL - 306165
CIN AOISPL - U66190MH2024PTC426203
SEBI Registered Research Analyst Number- INH000020305
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Registered Office: 601, 6th Floor, Ackruti Star, Central Road, MIDC, Chakala, Andheri (East), Mumbai - 400 093
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