Your stocks, ETFs and funds from every broker, in India and the US, valued together, with the risk worked out.

PortfolioAI reads your holdings from a broker connection, any broker's export or your fund statement, refreshes prices every 15 minutes while you use it, converts US holdings at the day's USD/INR rate, and shows what you own, what it has returned, and what a bad month would cost. Advisers run every client this way, with mandates checked on each one.

Open the sample portfolio See it as an advisory firm Create an account with your email

The samples use real securities and real market prices; the investors and the firm are made up.

Getting your holdings in

Mix sources in one portfolio. Updating a source replaces what it brought in last time, so nothing is counted twice.

Source	What it reads	What we keep
Broker export (CSV)	The holdings or trade file your broker lets you download, from any Indian or US broker. Common formats are recognised automatically; any file with a symbol or ISIN, quantity and average cost works.	The rows you confirm after a preview.
Mutual fund statement (India)	The CAMS or KFintech consolidated statement: every folio across fund houses. With a detailed statement, each purchase and redemption with its date and NAV.	The schemes and transactions. The PDF and its password are read in memory and discarded.
Direct broker connection	Sign in with your broker, or paste the API key it issues you, and we read what you hold there. In India: Zerodha, Groww, Upstox, Dhan and Fyers. In the US and worldwide: Interactive Brokers, Robinhood, Schwab, Fidelity and the other brokers SnapTrade connects.	Nothing from the broker's session. Sync again for fresh holdings.
By hand	Search any NSE, BSE or US stock or ETF, or any Indian mutual fund scheme, and record a buy, sell or dividend.	The trade.

What a bad month would cost

Every number is computed from a year of daily prices for your current positions, so a stock you bought last month counts with its full history. Mutual funds use AMFI's published NAVs.

Volatility and beta: How much the portfolio swings in a year, and how closely it follows the Nifty 50 or S&P 500.
Worst fall: The largest peak-to-trough drop over the past year, with the dates it started and ended.
Bad day (1-day VaR at 95%): What a 1-in-20 day has cost, in rupees or dollars, based on the past year's daily moves.
Effective holdings: Twenty positions where three dominate behave like three. This number says how many you really have.
Correlation: Which of your largest holdings rise and fall together.
Stress tests: Market down 20%, Indian equities down 15%, US tech down 25%, the rupee 5% weaker, rates 1% higher. Each shock is scaled by every holding's own beta.

Ask in plain words

Type "why is my portfolio down today?", "how much do I have in banks?" or "what if the rupee weakens 5%?". The answer is computed from your holdings and prices, and you can see each step it took. It won't tell you what to buy or sell.

Limits that check themselves

Set the rules you mean to keep: no stock above 15%, no sector above 30%, US holdings at most 35%, an alert if the past year's drawdown passes 15%. They're checked against live prices every time you open the app, with a warning when you're within 10% of a limit.

Your portfolio inside Claude

Connect claude.ai or ChatGPT by signing in to PortfolioAI, or any other MCP client with a token from Settings. It can read your combined holdings across every broker, the risk numbers and your limits, and run what-ifs. It can't change anything or trade, and you can revoke it in one click.

claude mcp add --transport http portfolioai \
  https://portfolio.stellitron.com/api/mcp \
  --header "Authorization: Bearer pai_..."

Tools: list_portfolios, get_overview, get_holdings,
       get_risk, check_limits, ask_portfolio

For advisers, family offices and portfolio managers

Clients with their own portfolios. Each client has a risk profile, notes and one or more portfolios. The overview shows assets under advice, each client's day and return, and which mandates are breached.

Firm-wide mandates, client exceptions. A firm rule applies to every client portfolio; a portfolio's own rule of the same kind replaces it, so a trust with a 35% equity cap and a family with a legacy holding can both be right.

A team with roles and a record. Invite colleagues as admin, manager, analyst or viewer. Imports, trades, client changes and role changes go into an audit log nobody can edit. Holdings export to CSV for reporting.