AI powered Portfolio Analytics
Portfolio Analytics Made Simple
Access the powerful analytics used by hedge funds and institutional investors, now available to every retail investor with AI to guide you along the way.
Finance Alpha brings institutional‐grade insights—Sharpe, Alpha, Beta, VaR, correlation matrices—directly to retail investors, powered by AI.
Hedge Fund ToolsFor Every Investor
Access the same sophisticated analytics used by top hedge funds and institutional investors, now simplified for individual investors.
Advanced Risk Metrics
Sharpe ratio, Alpha, Beta, Value at Risk (VaR), and correlation matrices calculated in real-time with institutional precision. Understand your portfolio's true risk profile.
AI-Powered Insights
Our AI copilot translates complex financial metrics into plain English and provides personalized, actionable recommendations for your portfolio.
Bank-Grade Security
Read-only API connections and enterprise-level 256-bit encryption ensure your financial data remains private and secure.
Goal-Based Optimization
Set your risk tolerance and return targets to receive personalized portfolio optimization strategies tailored to your financial goals.
Built for Indian Markets
Tailored specifically for Indian investors with support for NSE, BSE, and Indian mutual funds. Get insights relevant to the Indian financial landscape and regulations.
Portfolio Diversification Analysis
Get detailed insights into your portfolio's diversification across sectors, asset classes, and risk factors to optimize your investment strategy.
About Kulraj Chavda
Hello! I'm Kulraj, the creator of Finance Alpha. With 7 years of active trading and investing experience, I understand the challenges retail investors face in accessing quality portfolio analytics.
This tool was born from my own need for better portfolio insights. What started as a personal project quickly evolved into something I wanted to share with the investing community. I'm committed to keeping Finance Alpha free, though server costs may require adjustments in the future.
Currently, I'm exploring opportunities in the finance and fintech sectors. If you're interested in collaborating, have feature suggestions, or just want to discuss markets, feel free to reach out!
Project Status & Roadmap
Current Status: MVP (Beta)
Welcome to Finance Alpha! This is an early beta version with limited functionality. You might encounter bugs or missing features as we're actively developing and improving the platform.
Coming Next
- Enhanced AI Assistant: Get smarter equity analysis, comparisons, and portfolio insights with our upgraded AI.
- Automated Reports: Generate comprehensive monthly performance reports with a single click.
- Stock Analysis: Deep dive into any stock with combined fundamental and technical analysis.
Future Vision
Broker Integrations
Seamless read-only connections with Kite and Angel One for real-time portfolio tracking.
Advanced Analytics
Deeper insights with contextual metrics and visualizations for better decision making.
Transaction Support
Track transactions and get AI-powered tax analysis for efficient portfolio management.
How Finance Alpha Works
From connection to optimization in four simple steps
Connect Your Portfolio
Unfortunately, Currently you'll have to manually add your holdings from our holdings page. Later we are planning to implement APIs and CSV upload.
Customize Your Goals
Set your risk tolerance, target returns, and tax preferences.
Let AI Analyze
Our AI-driven copilot explains metrics like Sharpe, VaR, and tax liabilities in plain English.
Optimize & Act
Get actionable recommendations—rebalance, diversify.
Connect Your Portfolio
Unfortunately, Currently you'll have to manually add your holdings from our holdings page. Later we are planning to implement APIs and CSV upload.
Customize Your Goals
Set your risk tolerance, target returns, and tax preferences.
Let AI Analyze
Our AI-driven copilot explains metrics like Sharpe, VaR, and tax liabilities in plain English.
Optimize & Act
Get actionable recommendations—rebalance, diversify.
Ready to Upgrade YourInvestment Strategy?
Join the waitlist for early access to Finance Alpha and be among the first to experience institutional-grade portfolio analytics.
This is a technology demonstration and not a SEBI-registered platform. The website is intended solely for testing and educational purposes. It does not provide any form of financial advice or investment recommendations. The creator of this application shall not be held responsible for any financial gains or losses incurred based on the use of this tool.