4.7

Make smarter investing decisionsbefore you

Avoid costly mistakes. See portfolio risks before they hurt you. Get personalized insights tied to your actual holdings, not generic information.

Get Started
  • Connect to your stock broker
  • Protects you from wrong human advisors
  • Final trade decision is yours
  • Your data stays secure
How it works

Connect, ask, review. You stay in control.

PortoAI sits beside your broker to add research, risk checks, and behaviour guardrails. It never moves funds or auto-places trades.

Connect your broker

Link Zerodha today; Groww is rolling out. Read-only access with no fund movement.

Ask anything

Research stocks and IPOs, run risk checks, and review behaviour patterns in plain language.

Review and confirm

See portfolio impact and guardrails, then confirm every order inside your broker—no auto-trading.

See it with my portfolio
Read-only · No auto-trading · Disconnect anytime

Integrated with Zerodha Kite. Groww coming soon.

Zerodha
GrowwComing soon
Zerodha
GrowwComing soon
Zerodha
GrowwComing soon
Zerodha
GrowwComing soon
For Indian investors

Portfolio-aware AI for Zerodha today. Groww rolling out.

Connect your broker to research stocks and IPOs, run portfolio health checks, and add risk guardrails without tips or auto-trading.

  • Stay in control

    Pre-trade guardrails before you act

    See position size, risk, and portfolio impact before placing an order so decisions stay intentional, not reactive.

    • Quick pre-trade checks for sizing and risk
    • Short post-trade notes so each trade becomes a lesson
    Decision historyAlways tracking
  • Quiet, useful alerts

    Alerts only when something meaningful changes

    Set price, news, or risk alerts. PortoAI nudges you when it matters for your holdings—not every tick.

    AlertsFast and filtered
  • Context that matters

    Explains news, filings, and IPOs for what you hold

    See what a result, IPO, or headline means for your stocks and cash at risk—not generic commentary.

    • Signals tied to your holdings, not random trending tickers
    • IPO and earnings context grounded in your positions
    • Clear view of effect on risk and exposure
  • Portfolio checkup

    Spot concentration and drift early

    Catch when one stock or theme gets too large, sectors crowd, or your portfolio drifts from plan.

    Health checksRefreshed daily
  • Learn from your own data

    Behaviour insights you can act on

    Spot patterns like averaging down too often, chasing moves, or overtrading—then get simple rules to improve.

    • Behaviour summaries by week and month
    • Simple prompts on what to change next
  • Talk in your language

    Ask in English, Hindi, Tamil, or Telugu

    Type the way you speak—PortoAI keeps the context. Voice is coming soon.

    Example questions

    English
    What changed in the latest HDFC Bank results?
    Hindi
    मेरे आईटी होल्डिंग्स का जोखिम कितना है?
    Tamil
    போர்ட்ஃபோலியோவில் அதிக செக்டர் எது?
    Telugu
    నా ట్రేడింగ్ అలవాట్లు ఎలా మారుతున్నాయి?
    ModesText now, voice soon
  • Private by design

    Read-only connection, you approve everything

    PortoAI reads holdings and orders to give context and guardrails. Money movement and order placement stay inside your broker—you review and confirm there.

    • You approve and can revoke every connection
    • No autonomous trading—orders are confirmed in your broker
    • Disconnect in a tap whenever you want
    Secure broker connectionYou stay in charge
Before you trust any AI with your money, read this.

Why generic AI is risky for your money and how PortoAI is different

ChatGPT and Perplexity are great for learning and search. But they're blind to your broker account, positions, and habits. PortoAI connects to your broker, sees your real portfolio, and is built to keep your trading disciplined.

PortoAIPortoAI
General AI tools

Sees your real portfolio and trades

PortoAI vs general AI on this point

PortoAI

PortoAI

Connects directly to your broker

General AI tools

Blind to your account

Uses your history in answers

PortoAI vs general AI on this point

PortoAI

PortoAI

Understands your portfolio and trades

General AI tools

Generic investing answers

Behaviour insights (overtrading, FOMO, drift)

PortoAI vs general AI on this point

PortoAI

PortoAI

Built to spot trading habits

General AI tools

Doesn't track your behaviour

Pre and post trade discipline

PortoAI vs general AI on this point

PortoAI

PortoAI

Built in guardrails and trade reflections

General AI tools

No financial guardrails

Financial domain expertise

PortoAI vs general AI on this point

PortoAI

PortoAI

Specialised for investors & traders

General AI tools

Best for everything else

Use ChatGPT to learn what an ETF is. Use PortoAI when it's your real portfolio, real orders, and real discipline on the line.
Learn the details

Deep dives for serious investors

Explore how PortoAI handles opportunity discovery, risk checks, IPO research, and broker connections with full transparency.

AI Investing Companion

The first AI investing companion built for India. Research stocks, analyze IPOs, and manage risk with an AI that connects to your broker.

Read more about AI Investing Companion

Zerodha AI Assistant

Connect Zerodha Kite and ask portfolio-aware questions with research, risk checks, and behaviour guardrails. No tips or auto trading.

Read more about Zerodha AI Assistant

Portfolio Health Check

Run a portfolio x-ray for concentration, sector exposure, drawdowns, and red flags before you place your next trade.

Read more about Portfolio Health Check

AI Stock Research (India)

Deep dive into any Indian stock with filings, concalls, valuation vs peers, and portfolio impact—broker-connected and disciplined.

Read more about AI Stock Research (India)

AI Stock Opportunity Finder

Find disciplined opportunities using AI research that respects risk and your Zerodha Kite portfolio. Groww coming soon.

Read more about AI Stock Opportunity Finder

Risk Signals & Red Flags

Spot unusual volume, governance issues, and behaviour drift before you trade.

Read more about Risk Signals & Red Flags

Risk Guardrails

Run pre-trade sanity checks for sizing, leverage, portfolio impact, and behaviour cooldowns—without trade execution.

Read more about Risk Guardrails

Behavioural Fingerprint

Spot your bad trading habits before they cost you money. Stop overtrading and revenge trading with AI insights.

Read more about Behavioural Fingerprint

IPO Research in India

Walk through RHPs, valuation ranges, and post-listing plans without any subscribe calls.

Read more about IPO Research in India

Groww AI Assistant

Supercharge your Groww portfolio with AI. Get deep insights into your stocks and mutual funds, check risks, and improve your investing habits.

Read more about Groww AI Assistant

Learn Finance (India)

Finance explained simply—in English, Hindi, Tamil, or Telugu—without jargon, hype, or stock tips.

Read more about Learn Finance (India)

Customer stories

How real investors use PortoAI with their broker

Investors and traders across India use PortoAI on live broker accounts to see risk clearly, avoid impulsive trades, and understand their own behaviour better.

PortoAI flagged that almost half my portfolio was in two banking stocks before results week. I rebalanced and finally slept better.
Priya Sharma

Priya Sharma

Long-term investor, Bengaluru

Being able to ask questions in Hindi, with a direct link to my broker positions, gives me real answers on my own holdings instead of generic headlines.
Ravi Mehta

Ravi Mehta

Investor, Delhi

The weekly recap showed my allocation drifting without me noticing. One review inside PortoAI and I was back to the plan I had written down.
AV

Arjun Verma

Long-term investor, Pune

I was about to double down on a loss out of anger. PortoAI tagged it as a revenge trade. I walked away, reviewed my rules, and kept my head.
Anil Kumar

Anil Kumar

Options trader, Mumbai

Pre-trade checks make me define risk, size, and exit before I place an order. My mistakes have dropped and my process finally feels professional.
Sneha Reddy

Sneha Reddy

Active trader, Chennai

Trader profiling exposed how often I was overtrading in the last hour. Post-trade reviews turned those into clear lessons, so I feel in control now.
NG

Neha Gupta

Swing trader, Noida

🎉Limited Time: Get 2 months free on Annual Plans!

Choose a plan to get started. Upgrade anytime.

Research

Structured stock and market research

Understand companies, numbers, risks, and market events — without noise.

₹499/month

Best for research and analysis

  • Stock deep dives (business, numbers, risks)
  • Financials with verifiable sources
  • Sector and peer comparisons
  • Market and stock event summaries
  • Watchlist-based updates

DecisionMost Popular

Unlock live markets with your broker

Get live stock and options prices, portfolio context, and order planning.

₹999/month

Best for active investors and traders

  • Broker connect: holdings, positions, margins
  • Live stocks, futures, and options prices
  • Option chain and contract details
  • Trade impact preview (risk, exposure, overlap)
  • Create orders and place GTT (with confirmation)

ProTraderComing Soon

Discipline and behaviour control

Reduce repeat mistakes with rules, reviews, and behaviour tracking.

₹4,999/month

Best for frequent and serious traders

  • Personal Trader Profile (habits and style)
  • Flags repeated mistakes and bad patterns
  • Pre-trade checklist and rule warnings
  • Post-trade reviews and notes
  • Weekly and monthly discipline scorecards

No tips. No auto-trading. All actions require your confirmation.

FAQs

Everything you need to know about PortoAI

Common questions on how PortoAI sits next to your broker workflow to give you an edge.

Built with your real broker dataLive help in app - Avg reply under 10 min

*PortoAI provides educational insights only. Not investment advice.*

Ask PortoAI about upcoming IPOs, risk signals in your holdings, and your Zerodha Kite portfolio. Groww coming soon.

Run AI stock analysis, inspect behaviour patterns, and research the Indian market with a broker-connected investing companion built for trust, not tips.

1 / 9
Portfolio-aware AI

Broker-connected AI companion.

Connect securely. Research IPOs. Find opportunities with AI that sits beside you.

No tips. No auto-trading. Secure.