Turn your Upstox holdings into a fundamentals-driven health score, AI summaries, and quarterly reports — in minutes. Free to start.
Click Connect Upstox on your Investory dashboard.
Approve read-only access on the Upstox login screen.
Your holdings sync automatically — analysis is ready in seconds.
One number that rolls up quality, valuation, and momentum across every holding.
Revenue growth, margins, debt-to-equity, ROE, free cash flow, quarterly momentum.
Plain-English verdicts on each holding — what's strong, what needs attention.
A fresh, data-driven report in your inbox every quarter, changes highlighted.
Upstox connects through read-only OAuth, so Investory can never trade or withdraw — and your broker password is never seen or stored. Data is encrypted at rest and in transit, and you can delete it any time.
Import once and get a health score, AI summaries, and quarterly reports. No credit card required to start.
Get started free