AI-POWERED · 9 INTELLIGENCE LAYERS

Institutional
Portfolio Intelligence

Deep Macro + Micro + Behavioral + Scenario analysis for Indian & Global equity portfolios

⬡
Drop your portfolio file here
CSV or Excel (.xlsx) · Any broker format · Zerodha, Groww, AngelOne, Upstox
// ACCEPTED FORMATS
# Option 1 – Basic CSV
Stock Name, Qty, Buy Price, Current Price, Sector
Reliance Industries, 50, 2340, 2780, Energy

# Option 2 – Zerodha / Groww
Instrument, Qty, Avg. Cost, LTP
HDFCBANK, 120, 1480, 1620
✓ Comma / Tab / Semicolon ✓ ₹ symbols OK ✓ Sector optional ✓ Any column order ✓ Zerodha format ✓ Groww format
⊛ AI Risk Meter
AGGRESSIVE
0
/ 100
⚠ Hidden Risk Detector
8 FLAGS
△ Smart Alerts
8 ACTIVE
◉ Sector Allocation
VISUAL
◈ P&L by Stock
VISUAL