🎯 Master AI-Powered Portfolio Analysis
Transform your investment process with professional-grade AI prompts
🔍 Complete Analysis System
5 proven AI prompts for health check, risk assessment, and optimization - tested on portfolios worth crores
📊 Universal CSV Method
Works with any Indian broker (Zerodha, Groww, Upstox) - no technical setup required
⚡ Advanced MCP Integration
Real-time Zerodha connection for professional-grade automation and live analysis
💡 Immediate Implementation
Start analyzing your portfolio today with step-by-step guides and working examples
🧠 Test Your Knowledge
Master portfolio analysis concepts with interactive flashcards
📚 Foundation Concepts
Key terms and metrics used in AI portfolio analysis
🔍 Risk Assessment
Understanding different types of portfolio risks and how to measure them
📊 Technical Analysis
Moving averages, momentum indicators, and trend analysis
⚡ AI Prompting
Best practices for crafting effective portfolio analysis prompts
💡 Click any flashcard to flip it and reveal the answer
🎬 Complete Video Walkthrough
Watch the complete AI portfolio analysis process with live examples
📹 Live AI Analysis Demo
Step-by-step walkthrough using real portfolio data with Claude AI
🛠️ MCP Integration Setup
Complete guide to connecting your Zerodha account with Claude Desktop
💰 Risk Assessment in Action
See professional risk analysis techniques applied to real Indian portfolios
🎧 Portfolio Analysis Discussion
Deep dive into AI-powered investment analysis strategies
🎙️ Expert Commentary
Professional insights on implementing AI analysis in your investment process
📈 Real Case Studies
Analysis of successful portfolio optimization using these exact AI prompts
🧠 Advanced Techniques
Pro tips for maximizing the effectiveness of your AI portfolio analysis
🎧 Listen to Complete Analysis Discussion
Professional commentary on implementing AI portfolio analysis strategies
🤔 The Portfolio Blind Spot Every Investor Has
Can you tell me your portfolio's beta right now? What about sector concentration risk? Which holdings are dragging down your returns?
If you're like 95% of investors, you have no idea. You're flying blind with lakhs of rupees at stake.
⚠️ The Problem
Professional portfolio analysis costs ₹50,000+ annually through financial advisors. Most retail investors make decisions based on gut feeling rather than data-driven insights. Meanwhile, fund managers use sophisticated risk models to optimize every portfolio.
Today, I'll show you how to get institutional-grade portfolio analysis in 5 minutes using Claude AI – completely free.
🎯 What You'll Learn
- Simple CSV Method – Works with any Indian broker
- 5 Proven AI Prompts – Tested on real portfolios
- Professional Analysis – Same quality as fund managers use
- Immediate Implementation – Start today with your portfolio
These aren't theoretical prompts. These are the exact techniques that analyze portfolios worth crores, adapted for individual investors.
📊 The Universal Method: CSV Portfolio Analysis
The best part? You don't need any technical setup. Just export your portfolio as CSV and upload to Claude AI.
Export portfolio data and analyze with Claude AI
✅ Advantages
- Works with any broker (Zerodha, Groww, Upstox, etc.)
- 5-minute setup
- No technical configuration needed
- Complete data control
- Works on any device
⚠️ Limitations
- Manual export required
- Static snapshot (not real-time)
- Need to re-upload for updates
Real-time connection between Claude and your broker
✅ Advantages
- Real-time live data
- Current market prices
- Zero manual work
- Instant refresh capability
- Professional automation
⚠️ Limitations
- Zerodha only (currently)
- Technical setup required
- Claude Desktop needed
💡 Recommendation
Start with CSV method – it's universal and simple. Once you see the value, you can explore MCP integration if you use Zerodha. Both methods use identical prompts.
Step-by-Step CSV Setup
Export Your Portfolio
Zerodha: Console → Portfolio → Holdings → Download Excel
Groww: Portfolio → Holdings → Export
Upstox: Portfolio → Holdings → Download CSV
Ensure you include: Stock Symbol, Quantity, Average Price, Current Price, P&L
Clean Your Data
Remove unnecessary columns, ensure consistent formatting. Keep: Symbol, Quantity, Avg Price, Current Price, Current Value, P&L. Your CSV should look clean and readable.
Upload to Claude
Go to claude.ai, start new chat, drag-drop your CSV file. Claude will confirm it can read your portfolio data.
Run Analysis Prompts
Copy-paste any of the 5 prompts below. Claude will analyze your actual portfolio data and provide professional insights.
🎯 The 5 Foundation Prompts
These prompts are the result of testing dozens of variations on real portfolios. They're simple, effective, and produce professional-grade analysis.
📊 Prompt 1: Portfolio Health Summary
Your starting point – get the big picture of your portfolio's health.
🔍 Sample Analysis: Portfolio X
Portfolio Health Summary - Portfolio X
Total Value: ₹25,00,000 | Invested: ₹18,50,000 | P&L: ₹6,50,000 (+35%)
Sector Allocation:
- IT Services: 22% (₹5,50,000) - OVERWEIGHT
- Banking/NBFC: 20% (₹5,00,000) - Aligned
- Pharmaceuticals: 15% (₹3,75,000) - OVERWEIGHT
- Consumer Goods: 12% (₹3,00,000) - Aligned
Concentration Risk: MODERATE
Top 5 holdings: 28% of portfolio (acceptable level)
Good diversification across 8 sectors
Key Risks: High cyclical exposure (65%), limited defensive allocation (15%)
⚠️ Prompt 2: Deep Risk Analysis
Get a comprehensive risk assessment with specific mitigation actions.
🔍 Sample Analysis: Portfolio X
Risk Analysis - Portfolio X
Overall Risk Score: 6.5/10 (Moderate-High)
Risk Breakdown:
- Stock Concentration: 5/10 (Low-Moderate)
- Sector Concentration: 7/10 (High - IT overweight)
- Beta Risk: 7.5/10 (High - Portfolio beta ~1.3)
- Liquidity Risk: 6/10 (Moderate)
- Financial Health: 4/10 (Low Risk)
Top 5 Actions:
- Reduce IT allocation from 22% to 18%
- Add defensive sectors (FMCG, utilities)
- Book partial profits in top performers
- Review small-cap liquidity
- Add large-cap stability
📈 Prompt 3: Momentum & Technical Analysis
Understand which holdings are in uptrends, downtrends, or sideways movement.
🔄 Prompt 4: Portfolio Rebalancing
Get specific recommendations for optimizing your portfolio allocation.
🔍 Prompt 5: Hidden Risks Audit
Uncover hidden risks that could impact your portfolio.
📋 Complete Analysis: Portfolio X Walkthrough
Let's see how all 5 prompts work together on our sample portfolio to give you the complete picture.
📊 Portfolio X Specifications
Value: ₹25,00,000 | Holdings: 20 stocks | Style: Growth-focused
| Sector | Holdings | Allocation | Sample Stocks |
|---|---|---|---|
| IT Services | 4 stocks | 22% | TCS, Infosys, HCL Tech, Wipro |
| Banking/NBFC | 3 stocks | 20% | HDFC Bank, ICICI Bank, Bajaj Finance |
| Pharmaceuticals | 2 stocks | 15% | Dr. Reddy's, Lupin |
| Consumer Goods | 3 stocks | 12% | HUL, Nestle, Asian Paints |
| Industrials | 3 stocks | 12% | L&T, Siemens, ABB India |
| Others | 5 stocks | 19% | Auto, Chemicals, Metals |
Key Findings from All 5 Prompts:
✅ Portfolio Strengths
- Strong diversification across 8 sectors
- Good concentration management (top 5 = 28%)
- Quality stock selection in growth sectors
- Solid returns performance (+35%)
⚠️ Areas Needing Attention
- High cyclical exposure (65%) - vulnerable to economic downturns
- IT sector overweight (22%) - concentration risk
- Limited defensive allocation (15%) - needs stability
- Portfolio beta 1.3 - higher volatility than market
Priority Action Plan:
🎯 Immediate Actions (Next 30 Days)
- Rebalance IT exposure: Reduce from 22% to 18% by booking partial profits
- Add defensive allocation: Increase FMCG/utilities from 15% to 25%
- Review small-cap liquidity: Assess 3 holdings for exit potential
🎯 Strategic Actions (Next 3 Months)
- Add large-cap anchors: Include 2-3 stable large-caps for beta reduction
- Sector rotation: Monitor for opportunities to rotate from overweight to underweight sectors
- Set review schedule: Monthly analysis using these 5 prompts
⚡ Advanced Option: MCP Real-Time Integration
For Zerodha users who want professional-grade automation, here's the MCP setup process:
Download Claude Desktop
Visit claude.ai/desktop and install. MCP only works with desktop version.
Connect to Kite
Type "connect to kite" in Claude Desktop
Claude displays connection setup with security warning
Authenticate with Zerodha
Click "Login to Kite" and complete browser authentication
Browser confirmation of successful authentication
Access Live Portfolio
Return to Claude Desktop - you now have real-time portfolio access
Available portfolio functions in Claude MCP
MCP-Enhanced Prompts
With MCP, modify your prompts to fetch live data:
🔒 Security Note
MCP uses Zerodha's official OAuth. Claude cannot place trades or modify your account. All data transmission is encrypted. You can revoke access anytime from Zerodha's developer console.
📚 Complete MCP Guide
For detailed setup instructions, visit Zerodha's official documentation: Kite MCP Guide
❓ Frequently Asked Questions
Q: Do I need Claude Pro subscription?
A: No, Claude's free tier handles these prompts perfectly. Pro gives unlimited usage if you analyze frequently, but free tier is sufficient for monthly reviews.
Q: Will this work with my broker (Groww, Angel One, etc.)?
A: Yes! The CSV method works with any broker. Just export your holdings data and follow the same process. MCP integration currently only supports Zerodha.
Q: How often should I run these analyses?
A: Monthly for comprehensive review, weekly during volatile markets. The risk analysis (Prompt 2) is most time-sensitive.
Q: Is my portfolio data safe with Claude?
A: Claude doesn't permanently store conversations. For extra privacy, you can anonymize stock names (Stock A, Stock B) while keeping accurate percentages and sectors.
Q: What if Claude gives different results each time?
A: AI analysis can vary slightly. Focus on consistent themes across multiple runs. For important decisions, run the same prompt 2-3 times and look for consensus insights.
🚀 Start Your AI Portfolio Analysis Today
You now have the exact prompts used by professionals. Take control of your investment process with institutional-grade analysis.
🔮 Coming Next in the Series
Part 2: Technical & Momentum AI Mastery
5 advanced prompts for timing entries, momentum scoring, and profit booking signals
Part 3: Strategic Portfolio Optimization
5 strategic prompts for rebalancing, quality assessment, and portfolio blueprints
🎯 Key Takeaways
Professional portfolio management isn't about complex formulas. It's about asking the right questions systematically.
🎉 You Now Have
- 5 Proven Prompts - Tested on real portfolios worth crores
- Universal Method - Works with any Indian broker
- Professional Analysis - Same quality as fund managers use
- Immediate Implementation - Start today with your portfolio
The 5 foundation prompts you've learned are just the beginning. Use them monthly to stay on top of your portfolio's health and risks.
💡 Remember
Start simple with the CSV method. Master these 5 prompts. Then explore advanced techniques in Parts 2 and 3 of this series. Your future self will thank you for taking control of your investment process.
⚠️ Important Investment Disclaimers
Educational Purpose Only:
This content is for educational purposes only and does not constitute personalized financial advice. All AI portfolio analysis strategies carry significant risk, including potential loss of principal. The strategies and examples mentioned (such as Portfolio X analysis) represent historical performance that does not guarantee future results.
Trading Risk Warning:
AI-powered portfolio analysis involves complex strategies and market timing decisions, which can be highly volatile and risky. Market conditions change rapidly, and what worked historically may not work in the future. Past performance is not indicative of future results. Every trading strategy experiences both profits and losses.
Technical Analysis Limitations:
Technical indicators like RSI, MACD, EMA and trend analysis are tools, not guarantees. They can generate false signals. No strategy wins 100% of the time. AI analysis methods can result in immediate losses if market conditions fail to sustain expected patterns.
Not Investment Recommendations:
Specific stocks mentioned (Portfolio X holdings, sector examples, etc.) are examples for educational illustration only. They are not recommendations to buy or sell securities. Market conditions for these stocks may have changed significantly since publication.
MCP Integration Disclaimer:
Model Context Protocol (MCP) integrations with Zerodha and Groww provide real-time data access but do not guarantee data accuracy or trading success. Always verify information through official broker platforms. MCP connections may experience technical issues or data delays.
Position Sizing Warning:
The recommended portfolio analysis approach may not be suitable for all investors. Concentration risk can amplify losses. Never invest more than you can afford to lose, and always maintain adequate emergency funds outside your trading capital.
Consult a Professional:
Before implementing any AI portfolio analysis strategy, consult with a qualified, SEBI-registered financial advisor who understands your complete financial situation, risk tolerance, and investment objectives.
No Warranty:
Finmagine makes no warranties about the completeness, reliability, or accuracy of this information. Any action you take based on the information presented is strictly at your own risk and responsibility.