Understand YourInvestments Better
Upload your portfolio once. Every quarter, receive data-driven analysis of your holdings. Track changes in revenue, debt, margins, and every metric that impacts your investment thesis.
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Uptime Guarantee
How It Works
Get from portfolio upload to actionable insights in three simple steps
Import Your Holdings
Connect your broker directly, or upload any CSV/PDF from any broker. Our AI parser understands every format automatically.
AI Analyzes Everything
We pull real financial data for each stock and run deep analysis across 40+ metrics including revenue, margins, debt, and cash flow.
Get Quarterly Reports
Receive comprehensive reports every quarter straight to your inbox, with health scores, AI summaries, and actionable insights.
Everything You Need
A complete investment analysis platform built for Indian investors
Direct Broker Sync
Connect your Upstox account and auto-sync holdings with one click. No manual entry needed — your portfolio stays up to date.
AI-Powered File Parsing
Upload a holdings file from any broker — Zerodha, Groww, Angel One, or CDSL e-CAS. Our AI understands any format and extracts your holdings automatically.
40+ Financial Metrics
Revenue growth, EBITDA margins, debt-to-equity, ROE, free cash flow, promoter holding changes, and more — all analyzed for each stock.
Portfolio Health Score
A single score that tells you how healthy your portfolio is, based on diversification, quality of holdings, and risk exposure.
AI Stock Summaries
Each stock gets an AI-generated plain-English summary explaining what the numbers mean, what's improving, and what to watch out for.
Quarterly Email Reports
Beautiful PDF reports delivered to your inbox every quarter with analysis changes, new risks, and portfolio performance trends.
Stock Scoring Engine
Every stock is scored on quality, valuation, and momentum using real financial data — not opinions. Identify your strongest and weakest holdings.
Works With Any Broker
Zerodha, Upstox, Groww, Angel One, ICICI Direct, HDFC Securities — upload holdings from any Indian broker. No restrictions.
Multiple Portfolios
Track different strategies separately — one for long-term, one for momentum, one synced from your broker. Full flexibility.
Your Financial Data Is Safe With Us
We understand that sharing financial data requires trust. Here's exactly how we protect your information and why you can feel confident using Investory.
Read-Only Access
We can only view your holdings. We never have access to place trades, withdraw funds, or modify anything in your broker account. It's read-only by design.
Encrypted at Rest & In Transit
Your database is hosted on Neon, which encrypts all data at rest using AES-256. All connections use TLS encryption. Passwords are hashed with bcrypt and never stored in plain text.
No Data Selling. Ever.
We don't sell, share, or monetize your data in any way. No ads, no third-party analytics on your portfolio. Your data exists solely to serve you.
OAuth Broker Connection
When you connect a broker, you log in directly on your broker's website. We never see or store your broker password — only a temporary read-only token.
Delete Anytime
You own your data. Disconnect your broker or delete your account at any time — all your data is permanently removed from our servers. No questions asked.
File Upload Alternative
Not comfortable connecting your broker? Simply upload a CSV or PDF export. Our AI parses it locally — you stay in full control of what you share.
Broker passwords stored
Data shared with third parties
Data encrypted at rest
Broker access level
Plans for every kind of investor
Start free, upgrade when you need AI insights, quarterly reports, or broker sync.
Start Analyzing Your Portfolio Today
No credit card required. Sign up in seconds and receive your first analysis.