Use cases for serious investors
Practical playbooks you can run before a trade, during a weekly review, or when managing risk—powered by a broker-connected, portfolio-aware AI.
Use-case library
Start with a workflow, then adapt it to your investing style.
Before You Buy Checklist
Run a 30-point fundamental and risk check on any Indian stock in seconds before you invest.
Open use case
Weekly Portfolio Review
The 5-minute Sunday routine to keep your portfolio healthy, balanced, and aligned with your goals.
Open use case
Options Risk Check
Visualize your F&O exposure, understand the Greeks, and check your position sizing before you trade.
Open use case
Stop Overtrading
Identify psychological triggers, track your behaviour, and break the cycle of revenge trading.
Open use case
Concentration Risk Checker
Are you too dependent on one stock or sector? Visualise your concentration risk instantly.
Open use case
IPO Decision Support
Cut through the GMP hype. Get unbiased analysis of IPO fundamentals, RHP insights, and peer comparisons.
Open use case
Long-Term Investing Assistant
Stay the course. PortoAI helps you track business health, ignore short-term noise, and compound your wealth.
Open use case
New Investor (First 90 Days)
Survive the learning curve. A guided path for your first 3 months in the stock market to build good habits.
Open use case