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    Portfolio Analyser

    How does the platform categorize my assets under the Current Portfolio Allocation overview?

    The Portfolio Analyser maps all your holding instruments into four distinct asset classification buckets as per your “My Networth”: 

    Equity: Direct Stocks, Index ETFs, Mutual Funds Equity, Mutual Funds Hybrid Equity Oriented, and Equity NPS. 

    Debt: Mutual Fund Debt, Corporate/Government Bonds, Fixed Deposits (FD), Non-Convertible Debentures (NCD), and Debt NPS. 

    Alternate: Gold and Silver ETFs, Mutual Fund Gold FOF (Fund of Funds), and Sovereign Gold Bonds (SGB). 

    Cash and Cash Equivalents: Your active ICICI bank balance, allocated trading amounts, and Liquid Schemes. 

    Do I have to pay an extra fee to access the Portfolio Analyser? How does this tool help me optimize my financial strategy? What asset classes can I track and analyze inside this engine? What key metrics are shown on the constant Overview Dashboard? How is the visual chart data organized for quick scanning? How are Mutual Fund types split within the dashboard? Can I monitor the maturity timelines of my Fixed Deposits and Bonds? What metrics are bundled under the "Total Portfolio Value" card? What is the new Portfolio Analyser on ICICI Direct? What is the difference between "Current Allocation" and "Portfolio Allocation Recommended"? Can I analyze my external or off-platform Mutual Funds? What is the "Top 10 Underlying Holdings" tool?