Portfolio Screener

Get a comprehensive evaluation of your portfolio’s quality and performance with a tool that uses sophisticated algorithms to deliver actionable insights.


Portfolio Screener is an algorithmic tool used for evaluation of a user’s existing portfolio quality based on fundamental analysis, valuation & portfolio risk theories to get an optimized report on user’s portfolio.

It will generate a recommendation report that will suggest buy, sell or hold on the basis of their equity portfolio beta and standard deviation etc.

A few of the USPs of the tool are:

  • Generates a portfolio’s evaluation report.
  • Suggests selling of underwhelming stocks.
  • Also suggests buying substitute stocks with better credentials.
  • Shows final report after the changes are made in the portfolio.
  • Easy to use, requires only a few steps.
  • Produces an evaluation report quickly.
  • Free from personal bias and emotions, as the tool is based on algorithms.
  • The analysis is purely based on logic and calculation, due to the absence of human intervention.

Easy One Tap Execution

We Support 16 brokers

Sign Up
Import Portfolio through your Broker
Generate Report
buy sell

To Explore more about portfolio Screener, download the Stockbox application now