In Depth Portfolio Analysis
Track, assess, and optimize investments with live insights, anytime.
Risk Aligned Insights
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Upload or connect what you already own. Numera reviews, analyses, and refines every stock and fund in it, free to start.
Get Free Portfolio ReviewScore your portfolio out of 100, see fund overlap, track top sectors, and know exactly what to act on next.
See What’s IncludedAsk why your score moved, what a stock does, or how a fund fits, and get a plain English answer instantly.
Ask NU AssistantFrom a first health check to a sharper allocation, four tools take your stock portfolio from unsure to informed.
Numera untangles overlapping funds and hidden risk, so your mutual fund portfolio works as hard as you do.
NU is Numera's AI companion. Ask it anything about your investments and get a clear, data backed answer, not a canned one.
No jargon, no disclaimer only replies.
Answers reference your actual holdings, not generic advice.
Available right inside the app, any time you have a question.
Numera provides essential tools for smart investing, from daily score tracking to market wide intelligence.
Track, assess, and optimize investments with live insights, anytime.
Spot concentration and volatility risk before it costs you.
Sector level trends alongside individual stock analysis.
Recommendations matched to your goals and risk appetite.
See what's leading the market before it's obvious.
Curated fund lists, ranked by category and performance.
Build and track as many portfolios as you need. No caps, no extra charge.
Trusted by teams at over 1,000 of the world's leading organizations
Numera operates under SEBI Investment Advisor registration — every recommendation is backed by a registered investment advisor.
"I'd been holding 14 stocks for years with no idea which ones were actually pulling their weight. Numera scored my portfolio and showed me three holdings that were quietly dragging everything down."
"As someone just starting out, the Portfolio Score gave me a number I could actually understand and improve. It made investing feel less like guesswork."
"I manage portfolios for my parents and myself. Having all three in one place, each with its own score, has saved me hours every month."
"The Refiner is the part I didn't know I needed. It told me how to rebalance what I already own instead of pushing me to buy more. That felt genuinely on my side."
"Knowing it's backed by a SEBI-registered advisor is what made me trust the recommendations. The risk analysis caught a concentration problem I'd completely missed."
"It doesn't try to be a shopping app. It just tells me, clearly, whether what I've invested in is working. That focus is rare."
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Portfolio Score
From a first health check to a sharper allocation, four tools take your stock portfolio from unsure to informed.
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Explore the latest insights, market trends, investment strategies, and expert perspectives to help you make smarter financial decisions.
Numera is an advanced investment analysis platform that helps you optimize your portfolio with data-driven insights, stock recommendations, and allocation strategies.
Numera evaluates your portfolio based on multiple financial parameters including historical price data, and other risk factors to provide actionable insights for better decision-making.
Numera offers portfolio analysis, optimization, stock replacement suggestions, sector insights, and daily performance tracking to help you stay on top of your investments.
The Optimizer suggests better stock allocations or alternative stocks to improve your portfolio’s performance while balancing risk and returns.
Yes, Numera is designed for both beginners and experienced investors by providing easy-to-understand insights and automated recommendations.
It’s recommended to analyze your portfolio regularly, at least once a week, or whenever there are major market movements or when alerts are generated indicating some noticeable change in your holdings.
No. Numera offers insights based on historical and predictive data but does not provide real-time stock trading updates.
Yes, Numera allows you to manage and analyze multiple portfolios under a single account.
Absolutely! Numera follows strict security protocols to ensure your financial data remains private and protected.
Simply create your portfolio by manually adding stocks or importing your CAS file, and let Numera analyze and optimize your investments.