Workflows
What do you want to do right now?
Pick your situation. Each workflow shows exactly what to ask PortoAI and what you will get back, with your actual portfolio data, not generic advice.
Use-case library
Start with a workflow, then adapt it to your investing style.
Before You Buy Checklist
Run a 30-point fundamental and risk check on any Indian stock in seconds before you invest.
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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.
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Stop Overtrading
Identify psychological triggers, track your behaviour, and break the cycle of revenge trading.
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Concentration Risk Checker
Are you too dependent on one stock or sector? Visualise your concentration risk instantly.
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IPO Decision Support
Cut through the GMP hype. Get unbiased analysis of IPO fundamentals, RHP insights, and peer comparisons.
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Long-Term Investing Assistant
Stay the course. PortoAI helps you track business health, ignore short-term noise, and compound your wealth.
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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.
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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.
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Options Strategy Selection
19 strategies exist. Describe your view and risk appetite. Get the right one with Greeks and payoff.
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Portfolio Rebalancing
Your portfolio drifted. See concentration risk, sector imbalance, and plan rebalancing trades.
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Commodity Investment India
Gold, silver, crude. Too many ways to buy. Compare ETFs, SGBs, Digital Gold, and MCX futures.
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