Portfolio Prism

Portfolio Prism at /portfolio applies the same six-pillar Prism scoring to a basket of holdings rather than a single ticker. The output is a portfolio-level hex, a weighted composite, and a list of observations describing where the portfolio is concentrated and where it is thin.

Importing holdings

Holdings are entered manually or imported from a CSV. The CSV format is two columns — ticker and quantity — with an optional third column for average cost. The importer validates ticker symbols against the covered universe and flags any that fall outside coverage. Imported holdings live on your account and can be edited at any time.

The multi-axis weighted score

Each holding contributes to the portfolio composite in proportion to its current market value. For every Prism pillar (Pulse, Quality, Moat, Safety, Growth, Value) we compute the value-weighted average across holdings and render it as a portfolio-level hex. A portfolio overweight in low-Quality names will show a depressed Quality axis even if individual holdings outside coverage are excluded from the average.

Observations

Observations are short, descriptive sentences computed from the weighted pillar scores and sector exposure. Examples: “Forty-two percent of the portfolio sits in private-sector banks”, or “The portfolio Safety axis is more than one standard deviation below the Nifty 50 benchmark.” Observations are descriptive only; they describe the basket as it currently stands, not what to do about it.

Strengths

The strengths block lists the pillars on which the portfolio scores in the top quartile of the covered universe. A portfolio with strengths in Moat and Safety is one whose constituents collectively score well on durability and balance-sheet resilience. As with observations, the framing is descriptive.

What is excluded

Holdings outside the covered universe (small-caps under our liquidity floor, recent IPOs flagged Under Review, mutual funds, debt instruments) are listed separately and not factored into the weighted score. The portfolio header always displays the percentage of total value that is scored versus excluded so the score is read in context.

Example

A ten-holding portfolio of large-cap FMCG and IT names typically shows a portfolio hex with Quality and Moat well above the index median, Safety roughly at the index median, and Value below the index median — the typical signature of a defensively-positioned, richly-priced basket. The observations block surfaces the FMCG/IT concentration; the strengths block calls out Quality and Moat.