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.
Research stocks, analyse options, screen for ideas, check risk, and place orders, all through one AI connected to your broker.
SoonPortoAI ingests your holdings, trade history, options chains, market data, and filings, then turns it into research, strategies, risk checks, and orders. All in one place.
For Indian investors
Stock research, options strategies, pre-trade checks, behavioural patterns. Every answer uses your actual 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.
Watch a stock go from “never heard of it” to researched, risk-checked, and ordered, without leaving the chat.
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
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
ChatGPT is great for learning what an ETF is. PortoAI is for when it's your money and your next trade on the line.
See what PortoAI says about your portfolioOne AI. Ten tools replaced.
Research, options, screener, risk checks, orders, and more. Connect your broker for portfolio-aware answers, or use it standalone.
Research
Risk & Analysis
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.
Monitor & Execute
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.
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.
Real users, real portfolios
Investors and traders using PortoAI for research, options, risk checks, and orders, all connected to their live broker accounts.
“Spent two hours researching a stock last month. Asked PortoAI about Tata Motors this week, filings, peer comparison, risk flags, portfolio fit, all in under two minutes. Saved me roughly 6 hours of research this month alone.”
Priya Sharma
Long-term investor · ₹18L portfolio, Bengaluru
“Portfolio was deep red, I was about to double down on a losing Bank Nifty position. Got a revenge trade warning. Closed the app, went for a walk. That position dropped another 8% over the next week. PortoAI saved me roughly ₹12,400 on that single trade.”
Anil Kumar
F&O trader · 3 years active, Mumbai
“Used to keep Screener, TradingView, and Zerodha Kite open in three tabs. Now I just ask PortoAI. Fundamentals, technicals, risk check, position size. Cut my pre-trade research from 20 minutes to 3 minutes per stock.”
Ravi Mehta
Active investor · 47 stocks, Delhi
“Used to buy round lots and figure out stop loss later. Now I get exact position size and stop before every trade. My average loss per trade went from ₹8,200 to ₹3,100 in two months. The position sizing alone pays for the subscription.”
Sneha Reddy
Swing trader · Zerodha, Chennai
“Weekly recap showed my portfolio had drifted. IT stocks had quietly become 34% of my holdings when my target was 20%. Took five minutes to fix. Would have gone months without catching it on my own.”
Arjun Verma
Long-term investor · ₹42L portfolio, Pune
“Find a setup, check the chart, run a risk check, size the position, place the trade. Used to be twenty minutes across three apps. Now it is one conversation. I do 8-10 trades a week and save roughly 2 hours every session.”
Neha Gupta
Swing trader · Groww + Zerodha, Noida
Pricing
Early adopter pricing. Available until April 30, 2026.
Switch to yearly and save 2 months.
Full access for a day. Every tool, every agent.
Try the full Elite Trader experience for 24 hours. No card saved, no auto-renewal.
Loved it? Upgrade to Elite Trader anytime.
Your AI market expert, always at your side.
Every tool, every agent, every day. Connected to your broker and gets sharper over time.
Early adopter price. Cancel anytime.
Research
Risk & Safety
Execution
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.
Same question you'd ask ChatGPT, except PortoAI checks it against your holdings, flags the risks, and lets you place the order. All in one conversation.
Full access for 24 hours · No auto-renewal · You confirm every order