Portfolio Tracker with AI Insights
Track your Indian stock holdings with AI-driven risk alerts, sector analysis, and institutional flow insights
Real-timeP&L Tracking
AIRisk Alerts
15+Signal Overlay
ExportCSV & PDF
What Makes This Different from Kite or Groww?
Regular portfolio trackers show you P&L. DalalAI overlays AI intelligence on your actual holdings.
🔔 AI Risk Alerts
Get notified when institutional investors are exiting your holdings, when convergence drops, or when insider selling is detected.
🏦 Institutional Flow Overlay
See FII/DII buying/selling activity specifically for stocks you own — not just market-wide data.
🎯 Portfolio DVM Score
Aggregate Durability-Valuation-Momentum score for your entire portfolio. See if you're overweight in low-quality positions.
📊 Sector Allocation
Visual breakdown of your exposure by sector, market-cap tier, and risk profile. Compare against index weightage.
📅 Earnings Calendar
Personalised earnings calendar showing only your holdings' upcoming results, with AI surprise predictions.
📤 Export Anywhere
Export portfolio data as CSV or PDF. Enterprise users get API access for automated portfolio monitoring.
Feature Comparison
| Feature | Kite / Groww | DalalAI |
|---|---|---|
| Holdings & P&L | Yes | Yes |
| AI Risk Alerts | No | Yes |
| Institutional Flow per Stock | No | Yes |
| Convergence Signal Overlay | No | Yes |
| Portfolio DVM Score | No | Yes |
| Insider Trading Alerts | No | Yes |
| AI Earnings Predictions | No | Yes |
| CSV/PDF Export | Limited | Full |
Start Tracking Your Portfolio with AI
Free tier supports up to 10 holdings. Upgrade for unlimited stocks, real-time alerts, and export features.
Add Your Holdings →Frequently Asked Questions
Do I need to link my demat account?
No — you manually add your holdings (stock symbol + quantity + average price). DalalAI does not connect to any broker or demat account. Your data stays private.
Is my portfolio data secure?
Yes — all data is stored in Firebase with encryption at rest and in transit. We don't share your portfolio information with any third party.
Can I track mutual funds?
Currently, the tracker covers NSE/BSE-listed stocks only. Mutual fund tracking is on our roadmap.
How do AI risk alerts work?
Our AI monitors 15+ signals for each stock in your portfolio. When institutional selling, convergence drops, or insider exits are detected, you receive a notification via the dashboard and optional email alerts.
📚 Related Guides
📺 Watch Demo
Portfolio Resonance — See How Your Stocks Connect
Backtest Engine — Test Any Strategy on History
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AI Accuracy Scorecard — Transparent Signal Performance
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Disclaimer: Portfolio tracking and AI alerts are for informational purposes only. They are not investment advice. Portfolio analytics do not account for dividends, corporate actions, or taxes. Always verify holdings with your broker statement.