Alphave / Portfolio Intelligence

Portfolio Intelligence

See what your Indian equity portfolio is actually exposed to. Alphave Portfolio Intelligence breaks your holdings down by sector, market cap and concentration, attributes your return to the positions that produced it, and models reweightings against your own risk preference.

The workspace is open to everyone. Adding holdings, linking a broker and saving a portfolio need a free account.

Also on Alphave: Advanced Charts · Financial Analysis · Market Heatmap · Stock Screener
Portfolio Intelligence

Your Portfolio

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Build your intelligence layer

Add your holdings once — Alphave values them live, scores your diversification, tracks your tax clock, and gives Alpha AI full context on what you own.

Add manually
Search any NSE stock, enter quantity and average buy price. Takes seconds.
Import CSV / Excel
Drop your broker holdings export — Zerodha, Groww, AngelOne or Upstox. Columns auto-detected.
Connect broker
Link Zerodha, Groww, AngelOne or Upstox by API — holdings, positions, trades and P&L stream in live. Keys stored encrypted, read-only.
4 brokers