Portfolio Copilot

What today's market means for the stocks you actually own.

Other trackers stop at charts and headlines. Portfolio Copilot reads the day's news, earnings, and market moves through the lens of your holdings — and tells you, in plain English, what actually matters.

Explore a sample portfolio instantly. Sign up when you're ready to import your own.

News from Moneycontrol, Mint & Google News · Prices from Yahoo Finance · Earnings from official BSE filings

Total Portfolio Value
₹1,19,912.08
+1.31%+₹1,305.77 today
1D1W1M3M1YAll
IT
ITBEES
30.1% of portfolio
₹36,093
+1.8%
HD
HDFC Bank
18.4% of portfolio
₹22,064
+0.9%
AI Insight

Your portfolio is in reasonable shape. Adding a few more positions across sectors would push diversification into the healthy range.

How it works

From your holdings to today's answer, in three steps.

01

Add the stocks you own

Search a ticker or load a sample portfolio. No broker linking, no CSV uploads.

02

We read the market through your holdings

Every headline, earnings release, and market move is filtered down to what actually touches the stocks you own.

03

Understand what it means for you

Ask anything and get answers grounded in your positions and today's events — never generic market commentary.

Your data stays yours

You share the stocks you own. Nothing more.

No broker or bank login

You type in the stocks you own. We never ask for brokerage credentials, bank details or card numbers.

Only you can read your holdings

Access is enforced at the database level, scoped to your account, and encrypted in transit and at rest.

Never sold, never used for training

We don't sell your holdings or investment data, and your portfolio is never used to train AI models.

Read the Privacy Policy or how we secure your data.

News, filtered to you

The market is noisy. Your feed shouldn't be.

Out of thousands of daily stories, you see only the ones that touch a stock you own — each ranked by impact, with one tap to see what it means for your portfolio.

AI-generated explanations based on verified market data — every card links to the original source.

News card for a portfolio holding with a 'Why it matters' explanation and an 'Analyze with AI' button
Answers, not advice

Ask why, get an answer grounded in your portfolio.

"Why is my portfolio down today?" "What's my biggest risk right now?" Every reply names the holdings and dated events behind it, so you understand the reasoning — not just the conclusion.

The assistant never provides buy or sell recommendations, and your portfolio data is never used to train AI models.

AI Assistant answer about a portfolio with follow-up suggestion chips
Earnings, translated

Every filing, distilled to what it changes for you.

A quarterly report for a stock you own becomes a plain-English readout: key numbers, surprises, and the specific takeaway for your position. No 60-page PDFs.

Summarized from the official BSE filing, with a link to the original document.

Quarterly report insights card with overall assessment, financial snapshot, key positives and risks
Your holdings, your context

The foundation everything else runs on.

Long-term, trading, retirement, family — organize your positions into separate portfolios. Every brief, headline, and answer is scoped to whichever one you're looking at.

Portfolio overview card with total value, gain, time range selector, and performance chart
Questions

The things worth knowing before you sign up.

Where does the data come from?
News comes from Moneycontrol, Mint, Google News and Yahoo Finance feeds. Prices come from Yahoo Finance. Earnings and corporate announcements come from official BSE filings, including the original PDF. Every news card links out to its original source.
Do you connect to my broker or bank?
No. You type in the stocks you own — symbol, quantity and average price. There is no broker login, no bank connection, no CSV upload requirement, and we never ask for card details or government identifiers.
How is the AI used, and is my portfolio used to train it?
AI generates explanations based on verified market data and the holdings you entered. Your portfolio data is never used to train AI models — our providers act as processors under terms that prohibit training their models on customer inputs or outputs. All AI calls run server-side.
Is this financial advice?
No. Portfolio Copilot is informational and educational only. The assistant never provides buy, sell or hold recommendations and never predicts prices or returns. Always do your own research or speak to a licensed adviser before making investment decisions.
Who can see my holdings?
Only you. Access is enforced at the database level with row-level security scoped to your account, so one user's rows cannot be read by another. Data is encrypted in transit and at rest, and we never sell your holdings or investment data.
Can I delete my data?
Yes. Deleting your account removes your profile, portfolios and holdings, and cached news, insights and digests are purged automatically on a fixed schedule. You can also export your holdings or email us to request a copy or deletion.
Free to start · No credit card

Find out what today's market means for the stocks you own.

Add your holdings and get your first personalized brief in under a minute.