AI Investing Assistant
AI Investing Assistant for Indian Investors
PortoAI connects to your Zerodha account so it can answer questions about your real portfolio. It helps with research, flags risk, and catches bad trading habits. No tips. No auto-trading.
Connected to your broker
Connect Zerodha Kite today (read-only). Groww support is rolling out soon. You can disconnect anytime.
Answers about your holdings
Ask questions that reference your holdings, exposure, and history so research stays grounded in what you own.
Risk guardrails
Check overlap, concentration, position sizing, and downside before you place a trade. PortoAI never executes orders.
Behaviour guardrails
Spot patterns like overtrading and revenge trading. Get nudges when your trade frequency or loss size spikes.
What is an AI investing companion?
An AI investing companion is a tool that connects to your broker account so it can answer questions about what you actually own. It helps with research and risk, but does not place trades or give stock tips. Think of it as a second pair of eyes on your portfolio.
Most investing tools in India give you the same answer whether you hold zero stocks or fifty. ChatGPT does not know you own HDFC Bank. PortoAI does, because it reads your Zerodha holdings. That context changes the answer to almost every question you can ask.
PortoAI connects to your Zerodha account, reads your holdings, and uses that data when you ask it anything. No tips, no auto-trading. Groww support is rolling out.
What PortoAI does
- Explains stocks, IPOs, and portfolio impact in plain language.
- Runs risk checks (concentration, overlap, sizing) before you act.
- Highlights behaviour patterns that can lead to repeated mistakes.
What PortoAI does not do
- It is an AI research tool — it does not provide buy/sell calls or personalised recommendations.
- It does not auto-place trades; you confirm every order inside your broker.
- It does not guarantee returns or promise to “turn losses into profits”.
Want to see it with your own holdings? Start with Zerodha integration.
From question to decision, in one place.
PortoAI connects to your broker and helps you research stocks, check risk, analyze options, and review decisions in the context of your real portfolio.
Research with portfolio context
See stock research in the context of what you already own, not as a generic answer.
Pre-trade checks before you act
Check overlap, exposure, and concentration before you place a trade.
Options analysis in one place
Compare strategies, strikes, and payoff charts without jumping between separate tools.
Behavior and risk guardrails
Spot hidden risk and trading patterns before they become expensive mistakes.
Portfolio intelligence engine
Connect your broker, ask a question, and see the right signals in one place.
Core workflows
Research and risk are most useful when they connect back to what you already own. These pages explain each workflow in detail.
AI Stock Research
Research any Indian stock using filings, concalls, valuation context, and portfolio impact.
Read moreIPO Research Hub
Walk through RHPs and IPO risks without subscribe/skip calls.
Read morePortfolio Checkup
Run a portfolio x-ray for concentration, sector exposure, and drift.
Read moreRisk Signals & Red Flags
Spot unusual risk signals and red flags before you place a trade.
Read moreRisk Guardrails
Check sizing, leverage, overlap, and downside before you place a trade. PortoAI never executes.
Read moreBehavioural Fingerprint
Understand behaviour patterns like overtrading and tilt using your history.
Read moreZerodha Integration (Read-only)
Connect Zerodha Kite so PortoAI can see your holdings. Read-only, revocable anytime.
Read moreSee it with your portfolio
Connect Zerodha (read-only) so PortoAI can answer questions about your actual holdings.
No tips · No auto-trading · You confirm inside your broker
Use cases
Practical playbooks you can run before you buy, during a weekly review, or when risk is elevated.
Before You Buy Checklist
Run a 30-point fundamental and risk check on any Indian stock in seconds before you invest.
ExploreWeekly Portfolio Review
The 5-minute Sunday routine to keep your portfolio healthy, balanced, and aligned with your goals.
ExploreOptions Risk Check
Visualize your F&O exposure, understand the Greeks, and check your position sizing before you trade.
ExploreStop Overtrading
Identify psychological triggers, track your behaviour, and break the cycle of revenge trading.
ExploreConcentration Risk Checker
Are you too dependent on one stock or sector? Visualise your concentration risk instantly.
ExploreIPO Decision Support
Cut through the GMP hype. Get unbiased analysis of IPO fundamentals, RHP insights, and peer comparisons.
ExploreLong-Term Investing Assistant
Stay the course. PortoAI helps you track business health, ignore short-term noise, and compound your wealth.
ExploreNew Investor (First 90 Days)
Survive the learning curve. A guided path for your first 3 months in the stock market to build good habits.
ExploreTax Planning India
Compare old vs new tax regime. Track 80C investments. Optimize NPS. AI-powered tax planning.
ExploreMorning Market Routine
Replace 4 apps and 3 websites with a 5-minute AI briefing. Context before the market opens.
ExploreOptions Strategy Selection
19 strategies exist. Describe your view and risk appetite. Get the right one with Greeks and payoff.
ExplorePortfolio Rebalancing
Your portfolio drifted. See concentration risk, sector imbalance, and plan rebalancing trades.
ExploreCommodity Investment India
Gold, silver, crude. Too many ways to buy. Compare ETFs, SGBs, Digital Gold, and MCX futures.
ExplorePortoAI vs alternatives
Many tools are excellent at one job. PortoAI is built for the workflow between “idea” and “execution”: research, risk context, and disciplined decision support.
| Alternative | Good for | Gap | Where PortoAI helps | Link |
|---|---|---|---|---|
| ChatGPT / Gemini | Learning concepts, summarizing ideas, writing drafts. | No portfolio context, manual copy-paste, and answers can be confidently wrong for investing decisions. | Reads your broker account + research grounded in your holdings + risk and behaviour guardrails. | Compare |
| Telegram tips groups | Getting trade ideas quickly (often without accountability). | Conflicts of interest, little reasoning, and encourages reactive trading. | No tips. Research, risk checks, and calmer decision support you control. | Compare |
| Screener.in | Raw fundamentals and long history of financial data. | Does not know your holdings and requires manual interpretation for decisions. | Plain-English explanations + portfolio impact + guardrails around sizing and exposure. | Compare |
| TradingView | Charts, alerts, technical analysis, and setups. | Charts don’t know what you own or how a trade impacts your portfolio risk. | Adds portfolio context, pre-trade checks, and behaviour guardrails after the setup. | Compare |
| Tickertape | Stock scorecards and quick filters. | Generic scoring is not the same as portfolio-level risk context. | Personalized portfolio risk checks and behaviour-aware workflows. | Compare |
| Moneycontrol | Broad market news and commentary. | High noise; not personalized to your holdings and risk limits. | Focuses on what matters to your portfolio with calmer, structured decision support. | Compare |
Trust, safety & limitations
PortoAI is built to help you make more disciplined decisions. It is not a broker, does not execute trades, and does not give buy/sell calls.
- Read-only by design; no fund movement and no auto-trading.
- You review and confirm every order inside your broker app.
- No tips and no guaranteed returns. PortoAI is an AI research tool — you make the decisions.
- Data use and retention are governed by our privacy policy.
AI investing companion FAQ
Short answers about how PortoAI works with your broker account.
What is PortoAI?
Is PortoAI investment advice?
Does PortoAI place trades automatically?
What data can PortoAI access from Zerodha?
Does PortoAI work with Groww?
Is my data used to train AI models?
Can PortoAI help with IPO research in India?
The stock looks great to you. But what about your risk?
Your portfolio? The things you can't see?
PortoAI checks all of it. Your holdings, your exposure, your patterns, and the data you'd never think to look up.
No tips · No auto-trading · You confirm every order