Portfolio Intelligence

Know what your portfolio is doing, and why.

Track model portfolios against market prices, research Indian companies, and see risk beyond the day's price move — with every number traceable to its source.

Prices come from public market data and may be delayed. Nothing here is investment advice, and no trades are placed.

Demo Industries LtdDemo data

Buy call at ₹1,420 for 20 shares. Stop-loss ₹1,350, targets ₹1,550 and ₹1,640.

Drag the price along the line to see how the call is tracked.

Price₹1,420
Profit or loss₹0
Return0.00%

Active at the entry price

The first screen answers the first questions.

What is my portfolio worth, what changed today, what drove it, and how does it compare with the market. Everything else is one click deeper.

Understand your portfolio

Every figure is calculated from the transaction record, so the numbers always add up and can be explained line by line.

  • Average cost by first-in, first-out, so booked and open profit stay separate
  • Return on the money that is actually invested, and today's change measured from your buy price
  • Stop-loss and target levels for each holding, with alerts as prices approach them
  • Import your trades from a Groww order report instead of typing them in
HoldingsDemo data
StockQtyAvg costPriceProfitReturn
RELIANCE68₹1,170.40₹1,452.10+₹19,156+24.07%
HDFCBANK40₹1,610.00₹1,702.55+₹3,702+5.75%
INFY55₹1,512.30₹1,402.20−₹6,056−7.28%
TCS22₹3,410.00₹3,598.40+₹4,145+5.52%

Research a company

One page per stock: what the business does, how it is valued against its own history, its peers, and its latest official filings.

  • Valuation compared with the company's own past, not just a single ratio
  • Ratios chosen for the business — banks are not judged on industrial metrics
  • Company news led by NSE filings, with each source linked so you can check it
  • A link to the company's full financials on Screener for deeper study
Demo Industries LtdDemo data
P/E21.4×
Own 5-year median24.1×
ROE16.8%
ROCE18.9%
Debt to equity0.32
3-year profit growth14.2%/yr
Outcome of board meeting: quarterly results approved
Official filingNSE10:42 am
Credit rating reaffirmed by rating agency
Official filingNSEYesterday

See risk beyond price movements

Separate scores for quality, valuation, momentum and risk, each with its working shown. There is no buy or sell label — the evidence is laid out for you to judge.

  • Volatility, beta, worst fall and how long the stock took to recover
  • How much of your portfolio's total risk each holding is responsible for
  • An overheating check that needs several independent signals, not one
  • Every score says how much real data stands behind it; nothing is estimated
Scores, out of 100Demo data
Quality82100% data
Valuation46100% data
Momentum61100% data
Market risk34100% data
Overheating2883% data

Higher is better for quality, valuation and momentum; higher means more risk for market risk and overheating.

Understand the market sector by sector

See which sectors moved, then open one to find the official announcements behind the move and the stocks in focus.

  • Official sources first: NSE, SEBI, RBI and government releases
  • The same event from several sources is shown once, with all sources listed
  • Publication times are the publisher's own, never guessed
Sectors todayDemo data
Banking and financial services+1.24%
Information technology−0.73%
Pharmaceuticals+0.41%
Automobiles+0.84%
Metals and mining−0.36%

How it works

Clients are invited by their adviser; advisers are approved by the platform owner.

  1. Create your account

    Choose a user ID and password, then confirm your email with a 6-digit code.

  2. Get approved

    Your adviser approves you and links your portfolio. Advisers are approved by the platform owner.

  3. Follow your portfolio

    Sign in with your password and an emailed code to see holdings, research, news and risk.

Security and privacy

What we actually do to protect your account and your data.

Two steps to sign in

Your password plus a one-time code sent to your email. Repeated wrong attempts lock the account for 15 minutes.

You see only your own data

The server checks every request against your account. Changing a link or an ID does not reveal anyone else's portfolio.

Passwords are never stored

Only a salted, one-way hash is kept. One-time codes and sign-in tokens are stored the same way.

No trading, no selling of data

The platform never places trades or connects to your broker, and your details are not shared or sold.

See your portfolio clearly.

Early access: accounts are reviewed and approved one by one.

Create your account