Talk to your portfolio
"Why is my portfolio down today?" Just ask.
Ask anything about your stocks, mutual funds, or trades in plain English. PortoAI reads your actual holdings and answers in seconds.
From research to risk to placing the order — one AI that covers it all.
SoonHow it works
Link your broker and get fundamental analysis, technicals, risk alerts, and portfolio insights — all grounded in what you actually hold.
For Indian investors
Concentration risk, behavioural patterns, pre-trade checks, options strategies. All against your real holdings, not generic advice.
Talk to your portfolio
Ask anything about your stocks, mutual funds, or trades in plain English. PortoAI reads your actual holdings and answers in seconds.
Before you buy
Sector overlap with M&M, auto PE at a 5-year high, your portfolio already 18% cyclical, quarterly results in 3 days, and your last auto buy lost 12%. All in one answer.
Portfolio X-ray
PortoAI looks inside your mutual funds, finds hidden overlaps with your direct stocks, and shows you what you actually own vs. what you think you own.
Your trading patterns
PortoAI spots your actual trading habits. Revenge trades, FOMO buys, overtrading in the last hour.
Options analysis
Describe your view in plain English. PortoAI picks the strategy, shows Greeks, plots the payoff, and calculates max loss. You just say what you think will happen.
Research to order
Fundamentals, technicals, peer comparison, risk check against your portfolio, and order placement. One conversation, no tab switching.
One AI. Ten tools replaced.
Each one connects to your broker, reads your portfolio, and works for stock markets.
Revenue trends, margin analysis, debt ratios, promoter holding, peer comparison. Ask a question, get the full picture.
TradingView-style charts and technical insights, delivered through conversation. No lines to draw, no indicators to configure.
ET Money and Groww show your fund NAVs. This looks inside your funds, finds overlaps with your stocks, and compares across categories.
Chartink and Screener.in filters you already know, but every result is checked against what you already hold so you don't end up doubling down.
The due diligence you'd normally piece together from blogs, YouTube videos, and Twitter threads. Financials, peer valuation, and red flags in one answer.
Your Moneycontrol morning routine, except it only highlights what matters to the stocks and funds you actually own.
"Tell me when Reliance crosses 1,200." Set alerts the way you would in Kite, but just by saying it. Push notifications included.
What INDmoney shows you about your portfolio, plus concentration risk, governance flags, and sector crowding they don't surface.
What you'd normally pay a CA or ClearTax for. Old vs new tax regime, SIP projections, 80C tracking, retirement planning — all with your actual numbers.
The difference
Ask ChatGPT "should I buy Reliance?" and you get a textbook answer. Ask PortoAI the same thing and it says "you're already 15% in Reliance and heavy on energy. Adding more pushes your sector concentration to 28%." Same question. Very different answer.
Knows what you own right now
PortoAI vs general AI on this point
PortoAI
Reads your broker holdings and positions live
General AI tools
Has no idea what's in your demat
Answers based on your trades
PortoAI vs general AI on this point
PortoAI
"You bought TCS at ₹3,400. Here's where you stand"
General AI tools
"TCS is a large-cap IT stock..." (Wikipedia answer)
Catches your bad habits
PortoAI vs general AI on this point
PortoAI
"You averaged down 6 times this month"
General AI tools
Doesn't know you trade at all
Stops you before a bad trade
PortoAI vs general AI on this point
PortoAI
"This makes auto 28% of your portfolio. Sure?"
General AI tools
No guardrails, no sizing, no warnings
Options analysis with Greeks
PortoAI vs general AI on this point
PortoAI
19 strategies, payoff charts, Max Pain, PCR. For NIFTY and stocks
General AI tools
Can explain options theory but can't calculate your position
Places orders through your broker
PortoAI vs general AI on this point
PortoAI
Market, Limit, SL, GTT, AMO. You confirm every order
General AI tools
Can't connect to any broker or place trades
Built for Indian markets
PortoAI vs general AI on this point
PortoAI
NSE, BSE, Indian brokers, SEBI, Hindi and Tamil support
General AI tools
Defaults to US markets and SEC filings
Feature
Purpose-built for trading discipline
ChatGPT, Perplexity, etc.
Knows what you own right now
Reads your broker holdings and positions live
Has no idea what's in your demat
Answers based on your trades
"You bought TCS at ₹3,400. Here's where you stand"
"TCS is a large-cap IT stock..." (Wikipedia answer)
Catches your bad habits
"You averaged down 6 times this month"
Doesn't know you trade at all
Stops you before a bad trade
"This makes auto 28% of your portfolio. Sure?"
No guardrails, no sizing, no warnings
Options analysis with Greeks
19 strategies, payoff charts, Max Pain, PCR. For NIFTY and stocks
Can explain options theory but can't calculate your position
Places orders through your broker
Market, Limit, SL, GTT, AMO. You confirm every order
Can't connect to any broker or place trades
Built for Indian markets
NSE, BSE, Indian brokers, SEBI, Hindi and Tamil support
Defaults to US markets and SEC filings
Real users, real portfolios
Investors and traders using PortoAI with their live broker accounts. Every story below happened because PortoAI could see the portfolio.
“Spent two hours researching a stock last month. This week I asked PortoAI about a similar company and had everything in two minutes. Revenue, margins, peer comparison, and whether it even fits my portfolio. I'm not going back to doing it manually.”
Priya Sharma
Long-term investor, Bengaluru
“I used to keep Screener, TradingView, and Zerodha open in three tabs. Now I just ask PortoAI. Fundamentals, technicals, risk check, place the order. Haven't opened Screener in weeks.”
Ravi Mehta
Investor, Delhi
“Weekly recap told me my portfolio had drifted off my target allocation. IT stocks had quietly become a third of my holdings. Took five minutes to fix, but I wouldn't have caught it for months on my own.”
Arjun Verma
Long-term investor, Pune
“Bad day, portfolio deep red, I was about to double down on a losing position. Got a revenge trade warning. I was annoyed but I closed the app and went for a walk. That stock dropped for another week straight.”
Anil Kumar
Options trader, Mumbai
“I used to buy in round lots and figure out the stop loss later, if at all. Now I get exact position size and stop before I enter any trade. My losing trades got way smaller. That alone is worth it.”
Sneha Reddy
Active trader, Chennai
“Find a setup, check the chart, run a risk check, place the trade. That used to be twenty minutes across three apps. Now it's one conversation.”
Neha Gupta
Swing trader, Noida
Pricing
Early adopter pricing. Available for a limited time only.
Switch to yearly and save 2 months.
Full access for a day. Every tool, every agent.
Try the full Decision experience for 24 hours. No card saved, no auto-renewal.
Subscribe to continue after.
Your AI market expert, always at your side.
Every tool, every agent, every day. The expert that knows your portfolio and gets sharper over time.
Early adopter price. Cancel anytime.
Prices are exclusive of GST. Day pass is one-time. No auto-renewal, no card saved.
FAQ
How it works with your broker, what it can and can't do, and what happens to your data.
PortoAI checks all of it. Your holdings, your exposure, your patterns, and the data you'd never think to look up.
No tips · No auto-trading · You confirm every order