Zerodha
Groww
Upstox
ICICI Direct
HDFC Secand othersIndia'sAI-Powered Portfolio Tracker
Track stocks, streamline tax calculations, and let AI help optimize your portfolio.Built for Indian investors 🇮🇳
No signup required • See instant analysis • Your data stays private
Portfolio XIRR
Invested
₹12,45,000
Current value
₹28,76,000
Let AI Work for Your Portfolio
Experience the future of investing. Advanced AI that analyzes your portfolio, finds opportunities, and helps you make smarter decisions — quickly and efficiently.
AI Portfolio Analyzer
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."
AI Stock Screener
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"
AI Tax Optimizer
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"
Optimize Your Tax Strategy With Intelligent Insights
Get automated tax calculations, smart loss harvesting suggestions, and ITR-ready reports to help optimize your tax liability within legal guidelines.
AI-Powered Tax Optimization
Smart recommendations to legally minimize your tax liability
Tax Loss Harvesting
Book losses in weak-performing stocks to offset gains.
Potential Saving
₹1,500
Hold for LTCG
Hold 2 stocks for long-term treatment to reduce tax.
Potential Saving
₹1,250
Defer Sales
Defer selling certain stocks to next FY for lower tax impact.
Potential Saving
₹4,800
* Tax optimization suggestions are informational. Consult with a tax professional for personalized advice. Results may vary.
From Insight to ITR – We've Got You Covered
Analyze Portfolio
AI scans your holdings
Calculate Tax
Accurate tax estimation
Optimize Smartly
AI finds saving opportunities
Get Tax Report
ITR-ready report in one click
File with Confidence
File on time and stay compliant
Experience StockIQ In Seconds
Get your TRUE returns with XIRR, complete portfolio breakdown, and tax reports quickly — no signup required.
Add Transactions Manually
Enter your buy/sell transactions one by one. We'll calculate your portfolio metrics automatically.
See What You'll Get
In Your Free Analysis
TRUE Returns (XIRR)
18.42%
Annualized Return
Invested
₹3,00,000
Current Value
₹3,90,000
Total P&L
+₹90,000
+30.00%
Portfolio Breakdown
Asset allocation, sector & stock wise
Tax Report (FY 2024-25)
Capital gains, tax liability & savings
AI Insights
Smart recommendations for your portfolio
Secure & Private
24-hour auto-deletion
Instant Analysis
XIRR & AI insights
Free Preview
No credit card required
Know Your Real Returns
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.
Portfolio XIRR
Live24.73%
Annualized Returns
Total Invested
₹10,00,000
Current Value
₹15,47,300
Absolute Returns
54.73%
Investment Period
2.1 Years
XIRR is time-weighted and considers the exact timing of all your investments.
True Performance
Eliminates bias from cash flow timing
Better Decisions
Make informed decisions with accurate returns
Fair Comparison
Compare across different time periods & assets
Professional Grade
Same methodology used by institutional investors
While Others Chase Quick Gains,
You're Building an Empire
Real wealth isn't built overnight. It's engineered with patience, precision, and the right intelligence. Track decades of performance and see the complete picture of your wealth journey.
XIRR Calculations
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.
24.73%
XIRR
Multi-Platform Import
Import easily from CDSL/NSDL CAS statements and broker CSV/XLSX files — Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, and more.
Tax Reports & Loss Harvesting
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.
Portfolio Analytics
Strategists get deep insights with sector allocation, risk metrics, XIRR by stock/sector/period, and 15+ chart types. Export to Excel for detailed analysis.
AI Portfolio Analyzer
Masters get AI-powered portfolio health score, behavioral pattern analysis, smart rebalancing suggestions, and scenario modeling. Prevent mistakes before you make them.
Corporate Actions
Automatic tracking of stock splits, bonuses, mergers, and buybacks with intelligent portfolio adjustment suggestions to keep your records accurate.
Built for the Long GameEncrypted at rest and in transit • Your data is private and never shared
Your wealth journey. Our intelligent tools.
Manage Your Entire Family's Wealth
Create separate portfolios for each family member, investment strategy, or goal. Track everything from one dashboard with consolidated reporting.
Personal Portfolio
42 stocks
₹45,67,890
+12.3%XIRR: 22.4%
Wife's Portfolio
15 stocks
₹28,34,567
+8.9%XIRR: 18.7%
Kids' Education Fund
5 stocks
₹12,45,678
+6.7%XIRR: 15.2%
Parents' Retirement
10 stocks
₹67,89,012
+5.4%XIRR: 12.8%
Consolidated Portfolio View
₹1,54,37,147
Total Portfolio Wealth
Overall XIRR: 19.3%
+₹23,45,678 YTDTotal Invested
₹98,76,543
Total Gains
₹55,60,604
Features for Family Management:
- Individual XIRR tracking for each portfolio
- Consolidated tax reports across all portfolios
- Family goal planning and tracking
- Role-based access control
- Cross-portfolio rebalancing suggestions
Privacy Controls
Each member sees only their portfolio unless explicitly shared
Asset Allocation
View allocation across all family portfolios or individually
Goal-Based Planning
Set and track different goals for each portfolio
Track On The Go
Coming Soon
Native mobile apps for iOS and Android with offline support and push notifications
Download on the
App Store
GET IT ON
Google Play
Trusted by Smart Investors
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."
What Kind of Investor Do You Want to Be?
Start as a Tracker. Become a Strategist. Master your portfolio with AI.
Strategist
You see the patterns. You know what's working and what's not.
Everything in Tracker, PLUS:
- Auto-sync from Zerodha & Groww
- Unlimited portfolios
- XIRR by stock, sector, period
- Complete tax reports (ITR format)
- Tax loss harvesting suggestions
- 15+ chart types
- Excel export
- Email alerts
Be first to access when we launch
Master
You see the future. AI prevents mistakes before you make them.
Everything in Strategist, PLUS:
- AI Portfolio Health Score
- Behavioral pattern analysis
- Smart rebalancing suggestions
- Scenario modeling ('What-if')
- Historical portfolio reconstruction
- Advanced risk metrics
- API access
- Priority support (4-hour response)
Be first to access AI features
Private & Encrypted
Your data is encrypted and always private
No Hidden Charges
Transparent pricing. No surprises.
Cancel Anytime
Full control. No lock-in.
Built for Long-Term Investors
Tools that grow with your wealth journey.
Frequently Asked Questions
Quick answers to common questions
How does the AI Portfolio Analyzer work?
Our AI analyzes your portfolio for risk concentration, sector allocation, and diversification gaps — grounded in your actual holdings. Sign up free and connect your portfolio to try it.
Can AI really help me find good stocks to invest in?
Yes — just ask in plain English, like 'Find undervalued tech stocks with strong cash flow', and our AI screens thousands of stocks against your criteria and explains its picks.
How does AI tax optimization save me money?
Our AI identifies tax-loss harvesting opportunities and optimal sell strategies (LTCG vs STCG) built for Indian tax rules, so you can minimize your tax liability within legal guidelines.
Is the AI's investment advice reliable?
Our AI uses advanced models over market data and financial statements. AI suggestions are for informational purposes only - always do your own research before investing.
What is XIRR and why is it important?
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.
How accurate are the XIRR calculations?
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.
Which trading platforms are supported?
All major brokers are supported via CSV/XLSX import — Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, Angel One, and more — with step-by-step download guides for each.
Is my financial data secure?
Yes. Your data is encrypted with 256-bit AES at rest and TLS 1.3 in transit, and we never share your information with third parties.
What's included in the free version?
Track 2 portfolios, basic XIRR calculation, live holdings (5-min delay), sector allocation chart, transaction history, and simple dashboard - free, no credit card required.
Can I track multiple portfolios?
Yes! The free Tracker tier includes 2 portfolios, and paid tiers offer unlimited portfolios - separate them by strategy, family members, or investment goals. Each gets its own XIRR and performance metrics.
Do you provide tax reports?
Yes, we generate comprehensive tax reports with capital gains (LTCG/STCG), dividend income, and P&L statements for ITR filing.