Track stocks, streamline tax calculations, and let AI help optimize your portfolio.Built for Indian investors 🇮🇳
No signup required • See instant analysis • Bank-level security
Experience the future of investing. Advanced AI that analyzes your portfolio, finds opportunities, and helps you make smarter decisions — quickly and efficiently.
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 with invite-only access.
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. Get exclusive early access to receive personalized AI insights about YOUR stocks.
Get automated tax calculations, smart loss harvesting suggestions, and ITR-ready reports to help optimize your tax liability within legal guidelines
* Tax optimization suggestions are informational. Consult with a tax professional for personalized advice. Results may vary.
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
Join the waitlist now and get exclusive early access to AI-powered portfolio insights, smart tax optimization, and precise XIRR return calculations.
⚡ Limited early access spots remaining. The future of investing starts here.
Get your TRUE returns with XIRR, complete portfolio breakdown, and tax reports quickly — no signup required.
AI-powered insights Invite Only
Enter your buy/sell transactions one by one. We'll calculate your portfolio metrics automatically.
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Instant Analysis
XIRR & AI insights
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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.
Real wealth isn't built overnight. It's engineered with patience, precision, and the right intelligence.
Track decades of performance. Master compound growth. See the complete picture of your wealth journey—from your first investment to generational legacy.
Get accurate XIRR (Extended Internal Rate of Return) calculations for your entire portfolio with time-weighted returns. Track your true annualized returns across all investments.
Import easily from CDSL/NSDL CAS statements. Strategists get auto-sync from Zerodha and Groww, with more brokers being added rapidly.
Strategists get complete ITR-ready tax reports with LTCG/STCG calculations. AI-powered tax loss harvesting suggestions to optimize your tax liability within legal guidelines.
Strategists get deep insights with sector allocation, risk metrics, XIRR by stock/sector/period, and 15+ chart types. Export to Excel for detailed analysis.
Masters get AI-powered portfolio health score, behavioral pattern analysis, smart rebalancing suggestions, and scenario modeling. Prevent mistakes before you make them.
Automatic tracking of stock splits, bonuses, mergers, and buybacks with intelligent portfolio adjustment suggestions to keep your records accurate.
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
Native mobile apps for iOS and Android with offline support and push notifications
Join investors who are building wealth with clarity and confidence
"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."
Start as a Tracker. Become a Strategist. Master your portfolio with AI.
You see the patterns. You know what's working and what's not.
Everything in Tracker, PLUS:
Be first to access when we launch
You see the future. AI prevents mistakes before you make them.
Everything in Strategist, PLUS:
Be first to access AI features
Start as a Tracker for free. Join the waitlist for Strategist and Master tiers to get early access when advanced features launch.
Quick answers to common questions
Invite only: Our AI will analyze your portfolio for risk concentration, sector allocation, and diversification gaps. Join the waitlist for early access.
Invite only: Our AI Stock Screener will analyze thousands of stocks based on your criteria. Just ask in plain English like 'Find undervalued tech stocks with strong cash flow' and get AI recommendations. Join the waitlist for early access.
Invite only: Our AI will identify tax-loss harvesting opportunities and optimal sell strategies (LTCG vs STCG) to minimize your tax liability. Join the waitlist for early access.
Invite only: Our AI will use advanced models trained on market data and financial statements. AI suggestions will be for informational purposes only - always do your own research. Join the waitlist for early access.
XIRR is a highly effective 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 professional-level precision.
All brokers supported via CSV/XLSX import (available now). Strategist tier (coming soon) will include auto-sync for Zerodha and Groww, with more brokers being added rapidly.
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.
Track 2 portfolios, basic XIRR calculation, live holdings (5-min delay), sector allocation chart, transaction history, and simple dashboard - free forever, no credit card required.
Yes! The free Tracker tier includes 2 portfolios. Strategist and Master tiers (coming soon) will offer unlimited portfolios - separate them by strategy, family members, or investment goals. Each gets its own XIRR and performance metrics.
Yes, we generate comprehensive tax reports with capital gains (LTCG/STCG), dividend income, and P&L statements for ITR filing.