AI investing assistant for Zerodha users in India
Connect Zerodha to PortoAI for portfolio-aware research across stocks, IPOs, and risk signals - all with you approving every step inside Kite.
PortoAI is independent. Zerodha does not endorse or operate PortoAI.
Why connect Zerodha
The integration is designed to keep research grounded in your real holdings.
Ask about your holdings
Get AI answers that reference your Zerodha positions, P&L, cash, and tags before you place new orders.
Pre-trade discipline
Run position sizing, risk, and behaviour nudges so emotional trades slow down before you send them to Kite.
IPO & opportunity workflows
Link IPO research, opportunity finder, and risk signals directly to what you already hold.
What PortoAI can access
- Holdings, positions, and cash balance (read only).
- Order history and watchlists for context.
- No trading, no fund movement, no auto-execution.
How the connection works
- Step 1
Open PortoAI and go to Connections.
- Step 2
Select Zerodha and log in via Kite with your official credentials.
- Step 3
Grant read access so PortoAI can sync holdings, orders, and watchlists.
- Step 4
Review permissions; you can revoke access anytime inside PortoAI or Zerodha.
Safety & limitations
- PortoAI does not place trades. It prepares drafts that you confirm inside Zerodha.
- No tips, no advisory, no profit guarantees.
- PortoAI is built to work with Zerodha but is not owned, operated, or endorsed by Zerodha.
Link with other PortoAI workflows
Zerodha integration FAQ
Long-tail answers about read-only access, permissions, and how PortoAI connects to Kite safely.