Portfolio Utility
Asset Location Checklist
Helps users review where direct stocks, funds, ETFs, and alternatives sit inside the broader portfolio and where concentration may be building.
Access
Free
Typical input
Current holdings mix across products
Outcome
Supports recurring portfolio check-ins and better wealth-product recommendations later.
Interactive tool
This tool now has a real interaction panel on the roadmap. The first live calculator set is being rolled out for position sizing, IPO lots, and SIP goal planning before the rest of the utility stack gets the same treatment.
Smart query flow
Example query
I hold direct stocks, two mutual funds, one ETF, and one PMS allocation. What should I review?
User enters a natural-language request instead of filling a rigid form first.
Riddra identifies the relevant tool, extracts inputs, and asks follow-up questions only when needed.
Results can then be saved to the user account once signup or login is complete.