AI PortfolioIntelligenceYour Portfolio’s Intelligence Layerfor Indian Equity Markets
Instant Quant Score — Any NSE Stock
Type any NSE ticker to get a composite score built from momentum, valuation, and advisory signals.
SUPPORTED TRADING PLATFORMS
One Dashboard · Every Broker
How InvestBuddy AI Works
From broker connection to portfolio analysis in three steps.
Connect Your Broker
OAuth with Upstox or Zerodha (coming soon). Or import holdings manually. Secure, read-first.
Review Quant + AI Analysis
Composite scoring: RSI, MACD, valuation, sector correlation, and SEBI advisory intelligence.
Make Your Own Decision
Insights are informational. You decide execution with your broker.
Everything You Need for Portfolio Analysis
A complete quant + AI platform built for Indian equity markets. NSE and BSE ready.
Live Portfolio Tracking
Sync from Upstox or add manually. Real-time P&L, segment allocation, performance breakdown.
Quant Analysis Engine
RSI, MACD, Bollinger Bands, ATR, Beta, Golden Cross — composite scoring across 6 dimensions.
AI Research Summaries
LLM-generated summaries with advisor context, news sentiment, and quantitative indicators.
Human-in-the-Loop Orders
Execution stays user-controlled. Insights are informational and require your confirmation.
Multi-Broker Integration
Upstox live. Zerodha, Angel One, Dhan — coming in v0.2. One dashboard, all your holdings.
Sector & Correlation Analytics
HHI concentration, Sharpe proxy, sector correlation heatmap — understand your real exposure.
AI Morning Briefing
Daily portfolio email + in-app assistant with multi-model analysis.
Advisory Intelligence
Aggregate from 17+ SEBI-registered advisors. Track records scored and weighted for recency and accuracy.
Your portfolio,
upgraded
InvestBuddy AI bridges your investment strategy with production-grade AI portfolio intelligence — designed for Indian retail investors. Whatever broker you use, we work with you.
- Upstox OAuth sync — live holdings, positions, orders
- Zerodha, Angel One, Dhan — OAuth coming in v0.2
- RSI, SMA, EMA, MACD, ATR, Bollinger Bands, Beta
- India VIX-adjusted target pricing and stop-loss levels
- Multi-model analysis routing
- Chat assistant: morning briefing and portfolio Q&A
- SEBI advisor aggregate with recency-decay track-record scoring
- Privacy-first — no data sold, no third-party ad tracking
What Early Users Are Saying
Real feedback on clarity, confidence, and everyday usability.
“This finally feels like a dashboard that explains what to do next, not just what happened.”
Early User, Mumbai
“I can scan the key signals in seconds and decide faster with a lot more confidence.”
Product Designer, Bengaluru
“The interface is clean, sharp, and genuinely useful day to day. It turns complexity into clarity.”
Founder, Pune
Ready to turn complexity into clarity?
Get focused insights, clearer priorities, and smarter decisions in minutes.
Fast sign-in · Zero clutter · Built for everyday confidence