Portfolio Utility
Portfolio Overlap Checker
Checks concentration and overlap across stocks, mutual funds, or imported holdings.
Access
Subscriber upgrade later
Typical input
Holdings list or imported portfolio
Outcome
Creates a strong bridge into portfolio tracking and saved-account workflows.
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
Check overlap between my large-cap fund and direct stock holdings.
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.