Track stocks, calculate taxes automatically, and let AI optimize your portfolio.Built for Indian investors 🇮🇳
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XIRR & AI insights
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Get intelligent insights, recommendations, and analysis powered by advanced AI
Get instant analysis of your portfolio health, risk exposure, and diversification suggestions
"Your portfolio shows high tech sector concentration (45%). Consider diversifying into healthcare and finance."
Ask AI to find stocks matching your criteria - value, growth, dividend yield, or custom parameters
"Show me undervalued stocks with PE < 15, dividend yield > 3%, and market cap > 10000 Cr"
Smart recommendations to minimize tax liability through loss harvesting and optimal exit strategies
"Sell 50 shares of XYZ before March 31 to offset gains and save ₹12,450 in taxes"
Watch how our AI analyzes real portfolio questions in seconds. This is what you'll get after uploading your portfolio.
Example user's holdings
Total Invested
₹274K
Current Value
₹292K
Total P&L
+₹18.1K
XIRR (Annual Return)
-8.5%
| Stock | Qty | P&L |
|---|---|---|
| TCS | 15 | +₹12.1K(24.8%) |
| RELIANCE | 20 | +₹21.0K(48.2%) |
| INFY | 25 | +₹6.6K(18.7%) |
| IRCTC | 50 | +₹16.8K(51.9%) |
| HDFC BANK | 10 | +₹0.7K(4.2%) |
| PAYTM | 100 | ₹-35.5K(-41.8%) |
| ZOMATO | 150 | ₹-3.6K(-28.2%) |
Your Investment Journey:
❌ Other Apps Show:
30% Return
Simple calculation: (₹3.9L - ₹3L) / ₹3L = 30%
✅ StockIQ Shows TRUE XIRR:
18.4% Annualized
Accounts for timing of each investment - your actual annual return
Ask anything about this portfolio
Click any question to see instant AI analysis:
You ask:
These are just examples. Upload your portfolio to get personalized AI insights about YOUR stocks.
Professional tools to track multi-year performance, compound returns, and build generational wealth
Get accurate XIRR (Extended Internal Rate of Return) calculations for your entire portfolio with time-weighted returns
Seamlessly import from Groww, Zerodha, Upstox, and 10+ other platforms with CSV/XLSX support
Track all dividends, calculate yield, and get payment notifications with complete history
Deep insights with sector allocation, risk metrics, and performance attribution analysis
Automated tracking of splits, bonuses, mergers, and buybacks with portfolio adjustments
XIRR is the gold standard for measuring investment performance. Unlike simple returns, it accounts for the timing of every transaction, giving you the true picture of your portfolio's performance.
Create separate portfolios for each family member, investment strategy, or goal. Track everything from one dashboard with consolidated reporting.
42 stocks
15 stocks
5 stocks
10 stocks
Each member sees only their portfolio unless explicitly shared
View allocation across all family portfolios or individually
Set and track different goals for each portfolio
Automated tax calculations, AI-powered loss harvesting recommendations, and ITR-ready reports to minimize your tax liability legally
Sample portfolio tax calculations
AI Tax Optimizer Active
3 optimization opportunities identified
Get instant tax optimization advice
Click any question for AI tax advice:
You ask:
Average user saves ₹25,000+ per year
Upload your portfolio to get personalized tax optimization strategies for YOUR holdings
These are just examples. Upload your portfolio to get personalized AI tax optimization for YOUR holdings.
Perfect for CAs too! Share AI-generated insights and ITR-ready reports with your Chartered Accountant.
Get help through tickets, documentation, and email support
Track your queries with our ticket system
Comprehensive guides and tutorials
Get 100 AI queries/month, automatic tax calculations, and all premium features for just ₹499/year. Regular price ₹999/year.
Save ₹1,889 vs monthly!
💡 If our AI and tax optimizer saves you just ₹500 in taxes (most users save ₹25,000+), your subscription pays for itself instantly. Plus, ₹499 annual price is locked forever for first 1000 users!
Join thousands who've transformed their investment tracking
"Perfect for long-term investors like me. The XIRR calculations help me track my actual returns over years, not just daily fluctuations."
"Finally, a platform built for patient investors! Multi-year tracking, dividend history, and true XIRR returns - everything I needed."
"StockIQ understands long-term wealth creation. The 5-year, 10-year views and XIRR calculations are exactly what serious investors need."
Native mobile apps for iOS and Android with offline support and real-time notifications
Quick answers to common questions
Our AI analyzes your portfolio for risk concentration, sector allocation, and diversification gaps. Free users get 3 AI queries/month, paid plans get more.
Yes! Our AI Stock Screener analyzes thousands of stocks based on your criteria. Just ask in plain English like 'Find undervalued tech stocks with strong cash flow' and get instant recommendations.
Our AI identifies tax-loss harvesting opportunities and optimal sell strategies (LTCG vs STCG) to minimize your tax liability. Most users save ₹25,000+ per year.
Our AI uses advanced models trained on market data and financial statements. However, AI suggestions are for informational purposes only - always do your own research.
XIRR is the most accurate way to measure investment returns with multiple cash flows. It accounts for timing of investments and withdrawals, giving you true annualized returns.
Our XIRR calculations are precise to 4 decimal places using the Newton-Raphson method. We handle complex scenarios including dividends, splits, and bonuses with institutional-grade accuracy.
We support Groww, Zerodha, Upstox, Angel One, HDFC Securities, ICICI Direct, Kotak Securities, 5Paisa, Paytm Money, and more via CSV/XLSX import.
Yes. We use bank-level 256-bit AES encryption, TLS 1.3, and SOC 2 compliant data centers. We never share your information with third parties.
1 portfolio, 50 transactions, 3 AI queries/month, basic XIRR calculations, and view-only tax reports - free forever, no credit card required.
Multiple portfolios, comprehensive transaction tracking, 100 AI queries/month, automated broker imports, advanced analytics, and comprehensive tax reports - locked at ₹499/year forever.
Yes! Paid plans allow multiple portfolios - separate them by strategy, family members, or investment goals. Each gets its own XIRR, AI analysis, and performance metrics.
Yes, we generate comprehensive tax reports with capital gains (LTCG/STCG), dividend income, and P&L statements for ITR filing. AI suggests tax optimization strategies.