Investment portfolio tracker for long-term investors monitoring stocks, ETFs, crypto, forex, bonds, and mutual funds
AI research for Indian stocks
Stage
Established
Not given
Founded
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Based in
GB
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Pricing model
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Freemium
Pricing
Not given
Free plan: ₹0/forever with 50 MCP tool calls/day and stock screener access. Starter: ₹299/month (was ₹499) or ₹3,588/year. Pro: ₹599/month (was ₹999) or ₹7,188/year. Pro+: ₹899/month (was ₹1,499) or ₹10,788/year. Enterprise: Custom pricing with volume and usage-based terms. All paid plans include 7-
Key features
Accurate Money-Weighted Rate of Return (MWRR) calculation
Automated dividend and corporate action tracking
Multi-portfolio support
Global market and currency support
Portfolio benchmarking
Performance, trade, and dividend reports
Diversity report and rebalancing tools
Cash account tracking
Export and import trades as CSV
Portfolio sharing and collaboration
AI chat interface (TapeAi) for stock queries
Stock screener with 62 ready-made screens
FII/DII institutional flow data since 2014
IPO tracker with grey market premiums
Sector hubs with 73 sector categories
MCP server with 48 AI assistant tools
Quarterly financial statements and P&L data
Technical indicators and chart analysis
Shareholding pattern analysis
Market reports on FII/DII flows and scores
What makes it different
True performance calculation using Money-Weighted Rate of Return like Warren Buffett and pension funds
Covers 250,000+ financial instruments across 80+ global exchanges
Unbiased analysis without broker incentives or financial influence
Automatic tracking of dividends, mergers, spin-offs, and corporate restructuring
Web and mobile access without app store downloads
Covers all 8,000 NSE and BSE listed stocks with comprehensive data
FII/DII flow data available daily since 2014
Free access to core data without sign-up walls
MCP server integration with AI assistants like Claude and ChatGPT