Quick Summary: Portfolio Health Score

A Portfolio Health Score audits your total wealth across 5 dimensions: Risk, Efficiency, Diversification, Liquidity, and Performance. In FY 2026-27, it gives you an 'A to F' grade, showing you exactly where your financial plan is strong and where you are exposed to unnecessary risk or fees.

How to use the Portfolio Health Score

  1. Input Financial Data

    Enter your asset split, expense levels, and insurance coverage.

  2. Analyze Performance

    Compare your portfolio's returns against relevant benchmarks like the Nifty 50.

  3. Review Recommendations

    See your graded score and actionable steps to improve your financial resilience.

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Regulatory Disclaimer

Last verified May 2026

Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.

Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."

Consult a SEBI-registered IA or CA for personalised advice.

9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.