Portfolio intelligence · MCP-ready

Your Angel One portfolio, elevated

Track holdings, positions, and P&L in real time. Get AI-powered insights on your dashboard, or connect through Claude, ChatGPT, or Cursor using MCP.

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Real-time portfolio

Holdings, positions, funds, and P&L updated live from Angel One.

AI insight dashboard

Analysis, risk cues, and Q&A using your OpenRouter key and the models you choose.

MCP compatible

Claude Desktop, ChatGPT, Cursor, or any MCP client over SSE transport.

Zero disk storage

Credentials stay in memory. Your OpenRouter key is encrypted client-side.

Trade from AI

Place, modify, and cancel orders through your assistant via MCP tools.

Real-time portfolio

Holdings, positions, funds, and P&L updated live from Angel One.

AI insight dashboard

Analysis, risk cues, and Q&A using your OpenRouter key and the models you choose.

MCP compatible

Claude Desktop, ChatGPT, Cursor, or any MCP client over SSE transport.

Zero disk storage

Credentials stay in memory. Your OpenRouter key is encrypted client-side.

Trade from AI

Place, modify, and cancel orders through your assistant via MCP tools.

Our philosophy

Make money work for you, not you work for money.

Compound your time, not your stress. Let intelligent systems watch the markets while you live your life.

Premium features

More than a dashboard. Your edge.

Unlock the next layer — automated intelligence that researches, monitors, and acts on your behalf.

Daily WhatsApp briefings

Wake up to a personalised market summary, portfolio P&L, and the news that actually moves your holdings — delivered to your phone every morning.

Coming soon

ML predictive models*

Multi-timeframe directional forecasts powered by ensemble learning across price action, volatility regimes, and macro signals.

Coming soon

Portfolio-aware sentiment

FinBERT-driven sentiment analysis tuned to your holdings — see how the day’s news flow is biased toward each stock you own.

Coming soon

Autonomous trading agent

A goal-driven agent that scans, plans, and executes — with guardrails, risk caps, and human-in-the-loop confirmations for every order.

Coming soon

* Predictive models surface probabilistic signals — not certainties. Always combine with your own judgement and risk framework.

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Responsible AI

Built for clarity. Designed with humility.

We build AI systems designed to assist with decision-making under conditions of uncertainty. Our focus is on portfolio optimization, risk assessment, and informed capital allocation — not short-term market speculation.

Risk management over return maximization

Capital preservation comes first. We surface drawdowns, concentration, and tail risk before chasing upside.

Long-term robustness over short-term moves

We design for decade-long compounding, not the next tick. Patience is a strategy, and we encode it.

We do not develop or offer AI systems intended to predict individual stock prices or guarantee market outcomes. Any insights or outputs generated are meant to support analysis and decision-making — not to serve as definitive predictions or financial advice.