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Explore PortoAI
Browse features, integrations, use cases, and learning resources across PortoAI.
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Navigate the main hubs first, then go deep into features, use cases, comparisons, IPO walkthroughs, and the glossary.
AI Investing Assistant
The main page: research, risk checks, and behaviour guardrails connected to your broker.
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Features
Explore PortoAI workflows for stock research, risk guardrails, IPO research, and behaviour insights.
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Use Cases
Practical playbooks: before-you-buy checklist, weekly portfolio review, options risk checks, and more.
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Comparisons
PortoAI vs ChatGPT, screeners, charting platforms, and Telegram tips. When to use what.
Browse comparisons
Glossary
Plain-English definitions for investing and risk terms used across the site.
Browse glossary
IPO Research
IPO walkthroughs and risk context for India. No subscribe/skip calls.
Open IPO hub
Pricing
Plans and what’s included. With a clear view of guardrails and scope.
See pricing
FAQ
Quick answers about broker connections, recommendations, privacy, and limitations.
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Contact
Questions, support, or partnerships. Reach the team.
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Feature deep dives
Each page explains the workflow, example questions, and how it fits a disciplined investing process.
AI Stock Research
Filings, concalls, valuation context, news timelines, and portfolio impact. No tips.
Read about research
AI Stock Opportunity Finder
Disciplined idea discovery with fundamentals and risk overlays. Grounded in portfolio context.
Read about discovery
Portfolio Checkup
Concentration, sector exposure, drawdowns, and red flags. A portfolio x-ray before you act.
Read about checkup
Risk Guardrails
Pre-trade sanity checks for sizing, leverage, portfolio impact, and behaviour cooldowns.
Read about guardrails
Risk Signals & Red Flags
Spot unusual volume, governance issues, and behaviour drift before you trade.
Read about signals
Behavioural Fingerprint
See recurring trading patterns, reduce overtrading, and build calmer execution habits.
Read about behaviour
Use cases
Practical workflows you can run before a trade, during a weekly review, or when managing risk.
Before You Buy Checklist
Run a 30-point fundamental and risk check on any Indian stock in seconds before you invest.
Open use case
Weekly Portfolio Review
The 5-minute Sunday routine to keep your portfolio healthy, balanced, and aligned with your goals.
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Options Risk Check
Visualize your F&O exposure, understand the Greeks, and check your position sizing before you trade.
Open use case
Stop Overtrading
Identify psychological triggers, track your behaviour, and break the cycle of revenge trading.
Open use case
Concentration Risk Checker
Are you too dependent on one stock or sector? Visualise your concentration risk instantly.
Open use case
IPO Decision Support
Cut through the GMP hype. Get unbiased analysis of IPO fundamentals, RHP insights, and peer comparisons.
Open use case
Long-Term Investing Assistant
Stay the course. PortoAI helps you track business health, ignore short-term noise, and compound your wealth.
Open use case
New Investor (First 90 Days)
Survive the learning curve. A guided path for your first 3 months in the stock market to build good habits.
Open use case
Tax Planning India
Compare old vs new tax regime. Track 80C investments. Optimize NPS. AI-powered tax planning.
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Morning Market Routine
Replace 4 apps and 3 websites with a 5-minute AI briefing. Context before the market opens.
Open use case
Options Strategy Selection
19 strategies exist. Describe your view and risk appetite. Get the right one with Greeks and payoff.
Open use case
Portfolio Rebalancing
Your portfolio drifted. See concentration risk, sector imbalance, and plan rebalancing trades.
Open use case
Commodity Investment India
Gold, silver, crude. Too many ways to buy. Compare ETFs, SGBs, Digital Gold, and MCX futures.
Open use case
Comparisons
Understand tradeoffs between PortoAI and popular tools. And when to combine them.
PortoAI vs ChatGPT
ChatGPT is amazing for learning, but investing needs portfolio context and grounded analysis. See the differences.
Read comparison
PortoAI vs Telegram Tips
Tips create dependency. PortoAI focuses on research, risk guardrails, and disciplined decisions without tips.
Read comparison
PortoAI vs Screener.in
Screener is great for raw data. PortoAI adds portfolio awareness and guardrails. See which fits your workflow.
Read comparison
PortoAI vs TradingView
TradingView is world-class charting. PortoAI adds portfolio context, research, and risk checks after the setup.
Read comparison
PortoAI vs Tickertape
Tickertape gives a scorecard. PortoAI gives personalized risk context based on your portfolio and behaviour.
Read comparison
PortoAI vs Moneycontrol
Moneycontrol covers everything. PortoAI focuses on what matters to your portfolio with calmer decision support.
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PortoAI vs Sensibull
Sensibull is built for options charting. PortoAI adds portfolio context to your options analysis.
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PortoAI vs Smallcase
Smallcase gives ready-made baskets. PortoAI analyzes the portfolio you already built.
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PortoAI vs ET Money
ET Money manages MF investments. PortoAI analyzes your full portfolio with AI-powered insights.
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PortoAI vs Zerodha Kite
Kite is your broker. PortoAI is the AI layer on top. Analysis, risk checks, and planning.
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PortoAI vs Opstra
Opstra offers deep options analytics. PortoAI adds conversational access and portfolio context.
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PortoAI vs INDmoney
INDmoney is a wealth platform. PortoAI goes deeper on AI analysis and risk behaviour.
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PortoAI vs Dhan
Dhan is a modern broker. PortoAI adds AI analysis, risk checks, and planning on top.
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Glossary terms
Plain-English definitions for the investing terms used across pages.
Beta
A measure of how much a stock moves relative to the overall market (like Nifty).
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Capital Allocation
Deciding how to divide your total investment money across different opportunities.
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Concentration Risk
The danger of having too much of your money in a single stock or sector.
Read definition
Diversification
Spreading your money across different stocks, sectors, or asset classes to reduce risk.
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Drawdown
The percentage drop in your investment from its highest point to its lowest point.
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EPS (Earnings Per Share)
A company's net profit divided by its total number of shares. How much each share earns.
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Equity
Ownership interest in a company, represented by shares of stock.
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Futures
A contract to buy or sell an asset at a fixed price on a specific future date.
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Hedging
Taking a trade specifically to reduce the risk of an existing investment.
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Leverage
Using borrowed money or derivatives to control a larger position than your cash allows.
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Limit Order
An order to buy or sell a stock only at a specific price or better.
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Margin
Borrowed money from your broker to trade larger positions than your cash allows.
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Market Capitalization
The total value of a company's shares in the stock market.
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Market Order
An order to buy or sell a stock immediately at the best available current price.
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Options
Contracts that give you the right, but not the obligation, to buy or sell an asset at a set price.
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P/E Ratio (Price-to-Earnings)
A valuation ratio that compares a company's current share price to its earnings per share.
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PEG Ratio
The P/E ratio divided by the earnings growth rate. A valuation metric that accounts for growth.
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Portfolio Protection
Strategies and tools used to guard your investments against large losses.
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Position Sizing
Deciding exactly how much money to put into a single trade or investment.
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Risk
The possibility that your investment loses value or does not perform as expected.
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Risk Management
The practice of identifying, measuring, and controlling potential losses in your portfolio.
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Shares
Units of ownership in a company that can be bought and sold on stock exchanges.
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Short Selling
Selling a stock you do not own, betting its price will fall so you can buy it back cheaper.
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Standard Deviation
A statistical measure of how much a stock's returns vary from its average return.
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Stop Loss
A preset price at which your broker automatically sells a stock to limit your loss.
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Stop Loss vs GTT
Orders used to exit a trade automatically at a specific price to limit losses.
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The Greeks (Delta, Gamma, Theta)
Variables that measure the sensitivity of an option's price to different factors.
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Time Decay (Theta)
The loss in value of an option as it gets closer to its expiry date.
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Valuation
The process of estimating what a company or stock is actually worth.
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Volatility
A measure of how much and how fast a stock's price moves up and down.
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Integrations & learning
Connect your broker for portfolio-aware answers, or learn investing fundamentals first.
Integrations Hub
All broker integrations. Connect your demat for portfolio-aware AI answers.
Browse integrations
Zerodha AI Assistant
Connect your Zerodha account for real-time portfolio analysis and risk checks.
Open Zerodha integration
Groww AI Assistant
Connect your Groww account. Coming soon with full portfolio context.
Open Groww integration
Learn Finance (India)
Jargon-free finance education for Indian investors. From SIPs to F&O basics.
Start learning
Trust & legal
Clear disclosure and docs so users know what PortoAI does, and what it does not do.
Security
How PortoAI handles security: read-only broker access you can revoke.
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AI Disclosure
What AI can and can’t do. Limitations, verification, and user responsibility.
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Compliance
Guidance on guardrails, positioning, and responsible use for India-focused investing workflows.
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Legal Docs
Privacy policy, terms of service, and refund & cancellation policy.
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