FOR WEALTH ADVISORS & PMS TEAMS

Professional portfolio analytics for your client conversations.

Upload a client portfolio. Get a factor-decomposed, risk-attributed, regime-aware research report in minutes. Branded output ready to forward.

Analyse a portfolioTry NSE screenerView sample reportRequest commercial license

What your clients are actually asking

📊

Why is my portfolio underperforming?

Factor exposure analysis shows exactly which systematic risks are driving outcomes — size, momentum, quality, beta — and how much each contributes.

⚠

Am I taking too much risk?

BARRA-style risk decomposition separates factor risk from specific risk. Correlation clustering surfaces hidden redundancies between holdings.

🔄

Should I rebalance?

HRP rebalance suggestions improve effective diversification with a clear before/after comparison. Downloadable PDF ready to share.

Three steps to a client-ready report

1

Upload holdings CSV

ticker, weight columns. Or enter manually.

2

Drift runs the pipeline

Factor signals, risk decomposition, regime analysis, stress test, HRP rebalance — all automated.

3

Download PDF report

Professional output with methodology note and compliance disclaimer included.

What the report includes

✓Executive summary with key metrics
✓Holdings table with factor scores
✓Factor exposure breakdown (7 factors)
✓BARRA-style risk decomposition
✓Correlation clusters and redundancy flags
✓Historical stress test (GFC, COVID, rate shock)
✓HRP rebalance suggestion with improvement metric
✓Regime analysis and strategy compatibility

Advisor pricing

Free

₹0/month

  • 50 requests/day
  • Up to 5 holdings per analysis
  • Factor signals + regime
  • Web dashboard only
  • No PDF export
Get started free
Advisor

₹4,999/month

  • 2,000 requests/day
  • Up to 50 holdings per analysis
  • Full factor + risk decomposition
  • PDF report export
  • Stress testing (GFC, COVID, rate shock)
  • HRP rebalance suggestions
  • Priority support
Start advisor plan

Need commercial license for deployment inside your platform or firm? Contact us for custom pricing. Request commercial license →

Drift is a quantitative research and analytics platform. All outputs — including factor scores, portfolio analysis, regime classifications, and rebalance suggestions — are for research and informational purposes only. They do not constitute investment advice, a recommendation to buy or sell any security, or a solicitation of any investment advisory services. Past performance does not guarantee future results. Factor signals are derived from historical price data and may not predict future performance. Consult a SEBI-registered Investment Adviser before making investment decisions.