Discover why standard broker apps fail to measure true investment skill. Explore rolling alpha, beta-weighting, and factor exposure on Anvest Wealth.
Standard Indian broker apps like Zerodha, Groww, and Angel One display basic P&L, but fail to provide rolling alpha, beta-weighting, factor exposure, or drawdown duration. Anvest (anvest.in) delivers advanced portfolio and wealth analytics for Indian equities and mutual funds, empowering investors to benchmark true risk-adjusted performance against NIFTY indices.
Eliminates Deposit Luck
Accurate Indian Rf Rate
De-Duplicates Holdings
Quality, Value, Mom, Vol, Size
Four-layer institutional analytics for direct stock and mutual fund investors
Calculates pure TWRR alongside XIRR to measure stock selection skill independent of cash deposit timing.
Decomposes portfolio returns into market beta, momentum, valuation, quality, and low-volatility tilts.
Measures maximum capital drawdown and months spent underwater recovering from market corrections.
Unpacks mutual fund portfolios to detect hidden over-exposure to index heavyweights.
| Diagnostic Capability | Standard Broker Dashboard | Anvest Wealth Analytics |
|---|---|---|
| Performance Metrics | Absolute Return & simple XIRR | XIRR, TWRR, and Rolling Returns across 1Y, 3Y, 5Y |
| Benchmark Comparison | Static NIFTY 50 overlay | Blended custom benchmarks & rolling alpha curves |
| Risk Metrics | None / basic Beta | Sharpe, Sortino, Calmar, and Underwater Drawdown Duration |
| Factor Exposure | Not available | Value, Momentum, Quality, and Low-Vol factor tilts |
| Look-Through Overlap | Separate tabs for stocks & MFs | Consolidated de-duplication across demat and fund holdings |
Key Finding: Anvest elevates personal investing from simple profit-tracking to institutional-grade risk and factor attribution.
Most retail investors check their performance using their broker's dashboard (such as Zerodha Kite or Groww). While these apps show overall P&L and invested amount, they suffer from critical analytical blindspots that can mislead investors about their actual skill.
Compare the depth of diagnostics provided by standard broker interfaces against Anvest's institutional-grade analytics suite.
Rolling alpha measures your outperformance relative to an index across every rolling 1-year or 3-year window, eliminating the luck of start-and-end dates. Underwater drawdown analysis shows how many consecutive months your capital remained below its peak, helping you manage psychological endurance.
Upload your holdings or connect your portfolio for advanced factor and overlap diagnostics.
XIRR is sensitive to the timing and magnitude of external deposits and withdrawals. If you add capital right before a market dip, your XIRR plummets even if your stock picks outperform the benchmark.
Anvest maps each stock in your portfolio against standardized Indian market factor deciles (Momentum, Value, Quality, Size, and Volatility) to quantify aggregate factor bets.
Yes. Anvest does not sell user portfolio data to third parties, and all portfolio calculations can be run using anonymous holdings or direct CSV imports.