Portfolio analytics for self-directed US investors
AI research for Indian stocks
Stage
Not given
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Founded
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Based in
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Pricing model
Free
Freemium
Pricing
Currently free for all users. Pro plan planned with no price yet set; Free plan will include portfolio tracking up to 10 holdings, watchlist with delayed quotes, screener, correlation and sector rotation, daily portfolio briefing, and 2-3 active price alerts.
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
Money-weighted return (XIRR) calculation on dated cash flows
Portfolio tracking with FIFO/LIFO/average cost basis
SEC Form 4 insider filing tracker with cluster detection
Multi-factor stock screener
Price and technical alerts via Telegram
Value-at-Risk (95%), portfolio beta and max drawdown analytics
Dividend tracker and income forecast
Tax-loss harvesting identification
Backtest trading rules on historical data
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
Money-weighted return comparison on the same cash flows and dates as your benchmark for fair performance measurement
Never asks for brokerage login; import via CSV or enter trades manually
Published, transparent methodology rather than a black box
Insider trading insights directly from SEC EDGAR filings linked on every row
All calculations run in browser with no data transmission to servers
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
Tradune
Tapetide